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Uncapped #29 | Thomas Laffont from Coatue
Manage episode 515013364 series 3669319
Thomas Laffont is the co-founder of Coatue, one of the world’s largest technology investment platforms active in both the public and private markets. Thomas leads the firm’s private investment platforms across early-stage and growth, and oversees their software investments across private and public markets. Coatue has partnered with some of the most enduring and impactful companies of the last two decades, including Applied Intuition, Canva, Databricks, Figma and Rippling. Thomas began his career at the Creative Arts Agency, where he represented artists in film and television.
A few highlights:
- The system of record being over
- Wanting to be a founder’s second call
- Investing with a wide aperture
- Tom Cruise validating star quality
- Working with family
---
Timestamps:
(0:00) Intro
(0:25) Making sense of the current cycle
(5:31) Investing from inception through IPO
(10:36) Depreciation of the system of record
(14:04) Value beyond databases
(18:46) Winning strategies in venture
(23:43) Operating at early-stage
(28:56) Navigating investing conflicts
(34:29) Wide aperture lens of investing
(36:45) Star quality being a reality
(40:30) Firm strategy and decision making
(48:25) Everything that’s great about golf
(54:34) Working with family
(57:20) Advice to young professionals
---
More on Thomas:
https://www.coatue.com/
https://x.com/thomas_coatue
More on Jack:
https://www.altcap.com/
https://x.com/jaltma
---
https://linktr.ee/uncappedpod
Email: [email protected]
29 episodes
Manage episode 515013364 series 3669319
Thomas Laffont is the co-founder of Coatue, one of the world’s largest technology investment platforms active in both the public and private markets. Thomas leads the firm’s private investment platforms across early-stage and growth, and oversees their software investments across private and public markets. Coatue has partnered with some of the most enduring and impactful companies of the last two decades, including Applied Intuition, Canva, Databricks, Figma and Rippling. Thomas began his career at the Creative Arts Agency, where he represented artists in film and television.
A few highlights:
- The system of record being over
- Wanting to be a founder’s second call
- Investing with a wide aperture
- Tom Cruise validating star quality
- Working with family
---
Timestamps:
(0:00) Intro
(0:25) Making sense of the current cycle
(5:31) Investing from inception through IPO
(10:36) Depreciation of the system of record
(14:04) Value beyond databases
(18:46) Winning strategies in venture
(23:43) Operating at early-stage
(28:56) Navigating investing conflicts
(34:29) Wide aperture lens of investing
(36:45) Star quality being a reality
(40:30) Firm strategy and decision making
(48:25) Everything that’s great about golf
(54:34) Working with family
(57:20) Advice to young professionals
---
More on Thomas:
https://www.coatue.com/
https://x.com/thomas_coatue
More on Jack:
https://www.altcap.com/
https://x.com/jaltma
---
https://linktr.ee/uncappedpod
Email: [email protected]
29 episodes
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