In this interview, Jack Altman and Thomas Laffont discuss the current investment landscape, particularly within the technology sector, and Coatue's investment strategies. Thomas shares his insights on seminal moments in tech, such as the iPhone's impact and NVIDIA's data center growth, as well as the significance of Oracle's recent announcements. He outlines Coatue's thematic approach to investing, focusing on AI infrastructure, models, and the data layer, while also touching on the evolving role of venture capital and the importance of mentorship. The conversation also explores the nuances of working with family in a business setting and the personal impact of activities like golf on building relationships and character.
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