Coatue's Philippe Laffont on SpaceX IPO, the AI Bubble, & Anthropic at $5 Trillion - YouTube

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What happens when one of the world's most respected technology investors thinks we may be only two years into a ten-year AI cycle? Recorded live at Global Alts New York, Coatue Founder and Portfolio Manager Philippe Laffont sits down with CNBC Anchor Sara Eisen for a candid conversation on artificial intelligence, the AI bubble debate, OpenAI, Anthropic, Nvidia, SpaceX, Revolut, Intel, Bitcoin, and the future of public and private markets. Laffont, who built Coatue from $50 million to nearly $100 billion in assets, shares why he believes today's AI buildout looks fundamentally different…

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