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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 10 of 10

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 10 of 10

AI Is Hitting a New Inflection Point | 26 Mar 26 | C:\ Takes | Coatue

> **The SaaS model is being rewritten in real-time.** As AI labs outscale some of the most iconic software businesses in history, we are witnessing a fundamental shift in the unit of economic value: the transition from selling software (per-seat) to selling work (per-output). By shifting the unit of value from the tool to the results, the addressable market potential expands by 25x. We are moving from a $0.2T…

Mar 27, 2026·AI
AI Is Hitting a New Inflection Point | 26 Mar 26 | C:\ Takes | Coatue

https://www.coatue.com/c/takes/chart-of-the-day-2026-03-18

*Coatue: A (new) star is born. #C:\Takes*

Mar 19, 2026·Openclaw
https://www.coatue.com/c/takes/chart-of-the-day-2026-03-18

https://www.coatue.com/c/takes/chart-of-the-day-2026-03-17

*Coatue:The new WFH is WFC (work from compute). #C:\Takes*

Mar 19, 2026·Coatue
https://www.coatue.com/c/takes/chart-of-the-day-2026-03-17

Will AI Lead to Mass Unemployment? | C:\Takes | Coatue

**AI will undoubtedly eliminate some tasks, but history suggests it will also create entirely new opportunities.** > Sector Head [Max Cook](https://www.linkedin.com/in/max-cook/) looks past the speculation and examines the historical precedent for technological displacement. When we look at past innovations that were predicted to replace workers at scale, a clear pattern emerges: **The tractor (1917)**:…

Mar 19, 2026·AI
Will AI Lead to Mass Unemployment? | C:\Takes | Coatue

https://www.coatue.com/c/takes/chart-of-the-day-2026-03-13

*Coatue: "Incredible revenue ramp at scale." #C:\Takes*

Mar 19, 2026·Coatue
https://www.coatue.com/c/takes/chart-of-the-day-2026-03-13

Untitled 3d0aec

*Coatue: "The rate of innovation is faster than anything we’ve seen before!" #C:\Takes*

Mar 19, 2026·Coatue
Untitled 3d0aec

Insights from Coatue's Growth Investor Lucas Swisher | 20VC with Harry Stebbings

> "If you want to own the future, you kind of have to be in the privates right now." - Lucas Swisher (On the shift of value creation from public to private markets) [[00:05:02]](https://www.youtube.com/watch?v=Hom5OMMzOQ0&t=0h5m2s) > "I think price does matter, but I think it matters least... when a company is growing exponentially, 10x year on year, 50x year on year... valuation is the last question we try to…

Feb 25, 2026·20VC
Insights from Coatue's Growth Investor Lucas Swisher | 20VC with Harry Stebbings

https://www.coatue.com/c/takes

*The ATM Paradox. | Coatue*

Feb 24, 2026·Coatue
https://www.coatue.com/c/takes

https://www.coatue.com/c/takes/chart-of-the-day-2026-02-13

*Anthropic’s incredible growth at scale! - Coatue*

Feb 19, 2026·Coatue
https://www.coatue.com/c/takes/chart-of-the-day-2026-02-13

https://www.coatue.com/blog/perspective/public-markets-update-2025-10-16

*Public Markets Update Deck and Replay | 16.10.2025 | Coatue* | Slides - [🔗Link](https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view)

Feb 5, 2026·AI
https://www.coatue.com/blog/perspective/public-markets-update-2025-10-16
Source
AICoatueFinance
+55 more tags
Markets & InvestmentsPE/VCReportReport, Blogs & InsightsTechnology

AI Is Hitting a New Inflection Point | 26 Mar 26 | C:\ Takes | Coatue

The SaaS model is being rewritten in real-time. As AI labs outscale some of the most iconic software businesses in history, we are witnessing a fundamental shift in the unit of economic value: the transition from selling software (per-seat) to selling work (per-output). By shifting the unit of value from the tool to the results, the addressable market potential expands by 25x. We are moving from a $0.2T…

View Full Article
UJ
Mar 27, 2026
Source
OpenclawAIGithub
+77 more tags
Source
CoatueDatacenterReport
+6
Source
AICoatue
Source
CoatuePE/VCAI
+55 more tags
CoatuePE/VCReport
+55 more tags
Source
20VCAICoatue
+44 more tags
Finance
Source
CoatueTechnologyFinance
+22 more tags
Source
CoatueAnthropicAI
+4
Source
AICoatueReport
CoatueReportTechnologyFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://www.coatue.com/c/takes/chart-of-the-day-2026-03-18

Coatue: A (new) star is born. #C:\Takes

View Full Article
UJ
Mar 19, 2026
6 more tags
TechnologyAIFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://www.coatue.com/c/takes/chart-of-the-day-2026-03-17

Coatue:The new WFH is WFC (work from compute). #C:\Takes

View Full Article
UJ
Mar 19, 2026
Finance
+55 more tags
Markets & InvestmentsPE/VCReportReport, Blogs & InsightsTechnology

Will AI Lead to Mass Unemployment? | C:\Takes | Coatue

AI will undoubtedly eliminate some tasks, but history suggests it will also create entirely new opportunities.

Sector Head Max Cook looks past the speculation and examines the historical precedent for technological displacement. When we look at past innovations that were predicted to replace workers at scale, a clear pattern emerges: The tractor (1917):…

View Full Article
UJ
Mar 19, 2026
ReportTechnologyFinanceReport, Blogs & InsightsMarkets & Investments

https://www.coatue.com/c/takes/chart-of-the-day-2026-03-13

Coatue: "Incredible revenue ramp at scale." #C:\Takes

View Full Article
UJ
Mar 19, 2026
TechnologyAIFinanceReport, Blogs & InsightsMarkets & Investments

Untitled 3d0aec

Coatue: "The rate of innovation is faster than anything we’ve seen before!" #C:\Takes

View Full Article
UJ
Mar 19, 2026
PE/VC
Podcast
Technology

Insights from Coatue's Growth Investor Lucas Swisher | 20VC with Harry Stebbings

"If you want to own the future, you kind of have to be in the privates right now." - Lucas Swisher (On the shift of value creation from public to private markets) [00:05:02](https://www.youtube.com/watch?v=Hom5OMMzOQ0&t=0h5m2s)

"I think price does matter, but I think it matters least... when a company is growing exponentially, 10x year on year, 50x year on year... valuation is the last question we try to…

View Full Article
UJ
Feb 25, 2026
Report, Blogs & InsightsPE/VC

https://www.coatue.com/c/takes

The ATM Paradox. | Coatue

View Full Article
UJ
Feb 24, 2026
4 more tags
FinanceTechnologyReport, Blogs & InsightsPE/VC

https://www.coatue.com/c/takes/chart-of-the-day-2026-02-13

Anthropic’s incredible growth at scale! - Coatue

View Full Article
UJ
Feb 19, 2026
+6
6 more tags
TechnologyMacro / EconomicsFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://www.coatue.com/blog/perspective/public-markets-update-2025-10-16

Public Markets Update Deck and Replay | 16.10.2025 | Coatue | Slides - 🔗Link

View Full Article
UJ
Feb 5, 2026