Coatue's Laffont: OpenAI, Anthropic Could Be Trillion-Dollar Companies
firstadopter · x · 2026-08-22
Coatue PM Philippe Laffont shared insights on CNBC:
- Valuation Outlook: Predicted OpenAI, Anthropic, and SpaceX could all become trillion-dollar companies.
- Revenue Growth: Noted Anthropic's revenue runrate jumped from $9B to $14B in months as evidence of real product usage countering bubble claims.
- Strategy: Emphasized the value in forecasting earnings 5-7 years out; expressed long positions in semi-cap equipment and Alphabet.
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