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The Seventh Wave: AI as a New Technological Erawww.coatue.com/blog/company-update/coatues-2025-emw-keynote-replay
147 sats \ 2 comments \ @lunin 17h AI
In Coatue’s 2025 EMW keynote, Philippe Laffont proposed a simple but powerful way to look at tech history - as a sequence of great waves, each reshaping how we live and build.
Over the past 70 years, there have been seven such waves: 1.Mainframes - giant machines used by governments and big corporations. 2. Personal computers - computers reached homes and small offices. 3. Networks - connecting PCs unlocked faster collaboration. 4. The Internet - everyone got connected. Websites, search, and email were born. 5. Mobile internet - everything moved to our pockets. Apps changed behavior. 6. Cloud and SaaS - software became a service, not an installation. 7. Artificial intelligence - the first time computers truly understand language, images, and context.
Laffont calls AI the Seventh Wave - not just another tool, but a new platform for creation and competition. If the Internet connected people, AI now connects ideas.
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110 sats \ 0 replies \ @optimism 15h
They have this announcement of a fantastic 40 around the end, where they talk about what they believe will have the highest market caps in 2030. They believe that - despite not owning it - Bitcoin will do (only) a 2x. OpenAI would do a 3.5x, Oracle 3x, MS and Nvidia will do less than 2x. Apple is gone, Alphabet gone. Strange list, lol.
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0 sats \ 0 replies \ @lunin OP 14h
Coatue, in their latest report, candidly show how their forecasts have played out over the past five years:
2020–2021: Bet on the “remote work revolution.” Outcome: the trend was weaker than expected - crypto turned out to be the real growth driver.
2022: Predicted a “macro collapse.” The market did dip, but that was exactly when AI started to accelerate.
2023: “The AI supercycle.” This one hit 100% - AI became the main driver of market capitalization.
2024: Confidence: “AI is not a hype.” In reality - the boom of agentic tools and new software continues.
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