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Philippe Laffont

Founder & CEO, Coatue Management

Search every verified Philippe Laffont interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Philippe Laffont, founder and portfolio manager of Coatue Management, has made several media appearances in mid-2026 to discuss his views on artificial intelligence, investing, and market trends. Laffont described the current period as the "intelligence age," comparing AI to a utility that, like water or electricity, will be available for a monthly fee. He stated that he believes intelligence will become a utility, while qualities such as judgment, courage, and intuition will not. Laffont also said he considers agentic AI—the ability to have "thousands of people working for you" while you sleep—to be one of the biggest investment ideas of his career. Laffont discussed his investments in private AI companies, including SpaceX and Cursor, and expressed a view that the AI landscape will likely split into Western and Chinese spheres, with countries like Brazil, India, and Indonesia potentially using both. He acknowledged selling most of his Nvidia stake as a mistake, calling it "one of the bigger mistakes" he has made. When asked about the possibility of an AI bubble, Laffont said he is "80% no, 20% yes," noting that the capital expenditure is being funded by large, cash-rich companies rather than retail investors, which he said differentiates the current environment from the dot-com era. He also predicted that a company could eventually be worth $10 trillion, representing about 5% of the global market.

Recent appearances

Notable quotes

“I think the question is should we buy Nvidia, but at what price? It's already so cheap. And that's why for me it's more of a reflection for people who think like are we in a bubble? What's going on? Think it says 20 times earnings, but it's more 13 or 14, let's say buy side earnings on 2027. Uh it's a very cheap stock.”

“I think AI really has the chance of being this really big wave. And as I think about the economy long-term, I think you had the sort of the industrial age, maybe a couple hundred years, then you sort of had the information age, maybe that was sort of the last 40-50 years, and now we have this sort of the intelligence age. And it just feels to me in terms of the big trend, this is really a big trend. In the past, we g”

“I think like today, NVIDIA is what five four and a half five let's say four. Keep it simple. And the market cap of the US is 60. And let's say the market cap of the world is 120. So a large company can represent 6 or 7% of the US and maybe three 4% of the world. So in the future, could a company be worth 5% of the world? Now that would be 10 trillion.”

“I have this view of the public markets where I think that Blackrock and Vanguard and all the large funds that are quasi index fund like Fidelity and Capri, they've basically completely corrupted and warped the public markets. And if you think about it, private credit in my mind exists now because investment grade credit was so rigid that it basically allowed this new market to be created and in the public markets und”

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