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.
More from Companies & People
- Codex's year-long rise: 40M+ weekly users and its leader now runs all of OpenAI's core products — danshipper · 2026-10-16
- Senate set to give staffers access to Anthropic's Claude, Bloomberg reports — ShakeelHashim · 2026-10-16
- Alibaba and Baidu to power key parts of Apple's AI services in China — nordicinst · 2026-10-16
- How Codex Happened: inside OpenAI's comeback in coding — danshipper · 2026-10-16
- Apple and Meta partner to run Muse Spark model on linked Mac Studios — pdamodaran · 2026-10-16
- How OpenAI's Codex went from failed side project to 40M weekly users in under a year — danshipper · 2026-10-16