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Market PulseShowing 16 of 16
01. The End of Moore's Law & The Dawn of TAU [00:00:01]
Coatue: A year ago, it was 480T. Today it's 3.2Q! Tomorrow's chart might need a new unit of measurement.
Coatue’s foundational thesis is that the public markets are undergoing a massive, structural "productivity transition". While the headline macro narrative focuses on volatility, the market is aggressively repricing underneath the index level. We are currently witnessing the most violent sorting mechanism between structural AI winners and losers since the 2009 post-GFC era.
Coatue: Last time we ran this chart, OpenClaw looked like an outlier. Turns out it was just the new normal for next-gen agents!
Coatue: Cash flow is transferring from hyperscalers to AI infrastructure.
Semiconductor Rally\n\nShares of major chip makers jumped sharply...
From OpenAI and Anthropic to Mistral AI, Suno, Cursor, Perplexity and Harvey, this year’s list highlights startups prioritizing control, cost and real-world application over raw model power
Forbes released its 2026 AI 50list, highlighting a clear shift in the artificial intelligence race: success is no longer just about building the most powerful model, but about who…
Token demand is entering overdrive.| Coatue
This summary details the core insights from the Barclays Brief podcast episode, "Robots deliver dinner and profits," featuring host Patrick and internet research analyst Guom Gallon. The discussion explores the rapid evolution of autonomous food delivery, its economic impact, and the future of the "last mile" in logistics.
**The Context: Physical AI and the "Last Leg"…
"AI Automation & Agents Market Map" | Insight Partners
a16z:"...But, while earlier narratives may have suggested prediction markets were only viable during election cycles, Kalshi has seen significant growth in other sectors." "At the time of the research conference, sports trading had just hit nearly $3 billion in weekly volume, roughly 80% of Kalshi’s total, largely driven by March Madness. Tarek and Luana framed this dominance as a phase." "The more revealing…
[00:00:33] Introduction: China's Autonomous Inflection Point
This video provides a deep dive into the rapid ascent of Chinese Artificial Intelligence (AI), specifically focusing on how companies like DeepSeek and ByteDance have managed to challenge Western dominance despite severe hardware restrictions.
1. The AlphaGo Catalyst & The "Sputnik Moment"
Full Report: Link
Wrapping up "An optimist might say, “the good news is that there’s a finite number of important vulnerabilities which will now eventually be fixed, after which the online ecosystem will be in better shape; and it’s great that an AI-safety focused lab like Anthropic is the one that has built such a powerful model first”. That…