Coatue's Jaimin Rangwalla on why AI tightness keeps getting worse
"Supply agreements, guaranteed commitments through '29, 2030. I've never seen that level of tightness, and that number just keeps extending out."
#AI #investing
Coatue's Jaimin Rangwalla on why AI is different
"The biggest bulls, I think, aren't capturing the size of the markets."
#AI #investing #venturecapital #tech
Teresa Carlson on reinventing sales at AWS
"He said, no, that's a dime and that's a dollar. And they were literally spending a dime and a dollar."
#AWS #CloudComputing #Sales #Leadership
a16z's Alex Immerman on AI gross margins
"Of course they matter. They always have mattered, always will matter."
#AI #investing #venturecapital #startups
Coatue's Jaimin Rangwalla: Intel's catch-up trade explained
"You have a four to one going to one to four, which mathematically is a 16x improvement in market size. And then you have Elon Musk giving a stamp of approval to Intel and increasing the pace of innovation. The best thesis are the simple thesis, and you don't want to overthink it."
#Intel #AI #Semiconductors #Investing
Tokens, tokens, tokens!
Coatue's Chief Investment Officer of Public Investments, Jaimin Rangwalla, explains tokens:
"A token is the unit of thought by any AI model. It's like a unit of intelligence. And those decisions can actually be quantified in a number of tokens. It's very different than human intelligence, which is hard to quantify, but you're able to quantify a unit of AI intelligence."
#AI #TokenEconomy #ArtificialIntelligence
Coatue CIO Jaimin Rangwalla on why AI companies are reaching massive scale before IPO
"The fact that you now have private companies breaking into the top 25 in the world before they even go public... it's an unprecedented time."
Alfred Lin on building a culture that outlasts any platform shift
"Whether it was AI or not, you needed a culture that was going to be innovative and continue to push the envelope of what can be done."
