Coatue is a technology investment platform powering innovation across all stages. coatue.com/terms-of-use

New York, NY
Chart of the day: The cost of AI has fallen faster than any other transformative technology in history!
4
35
184
15,560
Here’s why we believe Instinct can become the defining personal agent company of this era. Search made finding things trivial. Mobile put it in your pocket. Instinct makes everyday tasks frictionless. Excited to partner with Noah Shinn (@noahrshinn) and the team building a personal agent that can actually finish the job.
24
37
617
213,814
Congratulations to Noah Shinn (@noahrshinn) and the Instinct team on their Series C. Instinct lives in messages, uses the same tools people do, and handles everyday tasks end to end, making “just handle it” feel possible. Coatue is excited to partner with the team.
@patrick_oshag and I had a great conversation a few days ago. We talked about: - Instinct’s high-craft, user-centric, and minimalist approach to product-building. - Our exploding invite-only program that ensures that every new user is onboarded by a close friend or family member. - How the internet will be transformed over the next 1-2 years when the majority of users stop using apps or websites. - A few of my personal goals in terms of the experience I’d like to deliver to users. Thank you Patrick!
6
9
174
33,585
Chart of the day: SpaceX, Anthropic, and OpenAI are valued higher than every US tech IPO of the past 45 years combined!
4
13
76
12,842
Self-play is a powerful path for physical AI. @SkildAI's model trained against increasingly stronger versions of itself, turning one simple objective into emergent behaviors.
We trained a robot to play football. How? Self-play for 140 years in a virtual World Cup. Meet the #Messinator:
2
12
4,837
Chart of the day: Claude now leads over a quarter of Anthropic’s model R&D, up from virtually none just six months ago!
1
7
50
5,969
Energy storage: 10GW to 100GW in 4 years. Battery storage is becoming a critical part of the energy stack, helping shift solar power from midday production into evening demand as electricity needs rise. More in the latest C:\Take ⬇️
2
6
72
17,890
Ramp is now live in the UK. Earlier this year, Thomas Laffont (@coatue_thomas) and Eric Glyman (@eglyman) discussed the real promise of Ramp: replacing expense-report friction with smarter financial infrastructure that lets teams get back to actual work. Cheers to Eric, Karim (@karimatiyeh), and the @tryramp team.
UK finance teams have waited long enough. Ramp is now live in the UK. Sorry we’re late. ramp.com/uk
13
6,530
Chart of the day: The number of active satellites in orbit just went vertical! More active satellites have been launched in the last 5 years than in the previous 50 combined.
3
7
56
6,109
AI infrastructure has become one of the largest capital buildouts in the market. @LucasSwisher1 explains how capex from the four largest AI players now rivals the U.S. discretionary defense budget.
2
19
4,799
“Databricks is one of those rare companies that has been able to actually hop technology waves.” @LucasSwisher1 on how @databricks evolved from enterprise data infrastructure into a platform for AI.
1
2
17
4,402