Guest
Philippe Laffont
Founder & portfolio manager, Coatue
Real Alpha has cut 2 moments of Philippe Laffont (Founder & portfolio manager, Coatue) talking, from an interview on BG2 published Jun 20, 2025.
What Philippe Laffont said
AI productivity could bend the US debt-to-GDP curve
“I like to say that tokens trump tariffs, right? Basically. And so we're basically left with this deficit.”
Philippe Laffont30:58 ChatGPT subscribers cut their Google page views by 8 to 11%
“data is useless unless you can join data sets that don't speak to each other that is the unlock”
Philippe Laffont18:55
The episode
BG2Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Thomas Laffont & Philippe Laffont · Coatue
28:49of 1:01:17 · Jun 20
