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Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 11 of 11
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 11 of 11
**1. Executive Briefing (TL;DR)** - **Inversion of CPU to GPU Ratio:** Agentic AI workloads are flipping the traditional AI infrastructure ratio from 4 GPUs per 1 CPU toward a heavier allocation of CPUs as agents become primary compute consumers [[00:00:15](http://www.youtube.com/watch?v=ydMt2-Xy4GY&t=00h00m15s)]. - **Code Execution Drives CPU Demand:** While GPUs plan actions by generating tokens, CPUs execute…
> **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…
1. Executive Briefing (TL;DR)
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…
Coatue: A (new) star is born. #C:\Takes
Coatue:The new WFH is WFC (work from compute). #C:\Takes
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):…
Coatue: "Incredible revenue ramp at scale." #C:\Takes
Coatue: "The rate of innovation is faster than anything we’ve seen before!" #C:\Takes
"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…
The ATM Paradox. | Coatue
Anthropic’s incredible growth at scale! - Coatue
Public Markets Update Deck and Replay | 16.10.2025 | Coatue | Slides - 🔗Link
