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Jun 20
1h 1m

Coatue’s Laffont Brothers. AI, Public & ...

BG2Pod
About this episode

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!


Timestamps:

(00:00) Intro

(02:36) The AI Super Cycle

(07:47) Stablecoin & Cryptocurrency

(16:19) Consumer AI & Impact on $GOOG

(22:54) GPU Allocation v Cloud Revenue Market Share

(28:56) AI Impact on Macro + Debt

(35:20) Private Markets, IPO’s, M&A’s

(45:59) Golden Age of Margin Expansion

(51:48) Jevon’s Paradox

(53:19) Insights for Founders and CEOs


Show Notes:

Coatue EMW 2025 Slides


Available on Apple, Spotify, www.bg2pod.com


Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

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