Philippe Laffont on the Intelligence Age, AI Infrastructure & the Model Race | CNBC Squawk Box - YouTube

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Philippe Laffont, founder and portfolio manager at Coatue, joins CNBC's Squawk Box for an extended conversation on the AI boom: why he sees intelligence becoming a utility, where the power and infrastructure demand leads, and how he reads the race among frontier model companies. Full interview from CNBC's Squawk Box. Chapters: 0:00 The intelligence age 2:49 Five good ideas in 30 years 3:08 Peeling the onion: energy and data centers 4:50 SpaceX and the move to space 6:04 The SpaceX bid for Cursor 7:11 The bet on Cursor 7:50 Lessons Learned 8:58 Nvidia 9:39 Semis: betting on the picks and…

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