Chase Coleman

Founder & Managing Partner, Tiger Global

Search every verified Chase Coleman interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. At a November 2025 Robin Hood conference panel, Chase Coleman moderated a discussion on AI investment. He stated that AI capital expenditure contributes approximately 1% to U.S. GDP growth, which he described as half of the country's total GDP growth. Coleman also characterized the $3 to $4 trillion buildout of compute over the next four to five years as about 10 times the Manhattan Project, and said this private funding would significantly boost the economy. He argued that all U.S. businesses are shifting from general-purpose to accelerated compute, which he said would benefit chip companies like Nvidia and AMD. Coleman expressed the view that the semiconductor layer would capture a very significant portion of economic rent over the next decade, and described a "layer cake" analogy where semiconductors, large language models, and applications sit in tiers, with semiconductors capturing the majority of value. He also said large language models are expected to absorb or subsume the entire SaaS app ecosystem. On wealth disparity, Coleman noted that AI could exacerbate the issue but pointed to the Invest America Act, which he said would provide prosperity accounts to every child born in the U.S. starting in 2026, as a way to democratize wealth creation.