Coatue: Chart of the Day (06.30.2026)
_Coatue: Codex adoption has broadened from engineering into nearly every function across OpenAI. Is this a predictor for the rest of the enterprise world?_

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_Coatue: Codex adoption has broadened from engineering into nearly every function across OpenAI. Is this a predictor for the rest of the enterprise world?_

_1. Sources: PitchBook LCD, Apollo Chief Economist, 2. Note: SaaS firms deliver cloud-based software with recurring subscription revenues. Series shows stock of loans outstanding (USD bn) at year-end. Sources: Bank for International Settlements (BIS) Markets recalibrate amid shifting currents, Apollo Chief Economist, 3. **RR = Recurring Revenue. Sources: S&P Ratings, Apollo Chief Economist_ > Apollo: Many software…

Coatue: Codex adoption has broadened from engineering into nearly every function across OpenAI. Is this a predictor for the rest of the enterprise world?
June 10, 2026: Humanoid robots are approaching an inflection point, and their path from prototypes to real-world deployment is accelerating. How the supply chain matures will shape the pace and economics of humanoid deployment over the next decade. What makes the supply chain picture distinctive is the mismatch between where value concentrates and where the supplier ecosystem is ready for high-volume production,…
1. Sources: PitchBook LCD, Apollo Chief Economist, 2. Note: SaaS firms deliver cloud-based software with recurring subscription revenues. Series shows stock of loans outstanding (USD bn) at year-end. Sources: Bank for International Settlements (BIS) Markets recalibrate amid shifting currents, Apollo Chief Economist, 3. **RR = Recurring Revenue. Sources: S&P Ratings, Apollo Chief Economist
Apollo: Many software…
Coatue & Outcast VC : Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build.
The Talent Mobility Index tracks how freely top tech talent can move in a given year, blending hiring, job change, and AI funding data into a single score.
The AI labs concentrated the best builders in the world and created extraordinary success. Now, as that success…
Market Disturbances and Performance