Billionaire Investor Laffont Is BRUTALLY Honest About The AI Hype Cycle

Coatue CEO and founder Philipphe Laffont talks with David Rubenstein about AI, investing, Coatue, and more.
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[@CouchInvestor]

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[@automattic1832]

Sit on it!

[@bened22]

So this is how it sounds when people who know very little about technology try to decide how the future is going to look. How embarrassing. No wonder the empty AI hype is still going strong.

[@CouchInvestor]

I think he has done very well

[@Matt90541]

Worked well for Steve Jobs

[@bened22]

@@Matt90541 Steve Jobs basically grew up around engineers. He was not some clueless rich dude who thought technology was like magic. He had a clear understanding of the technology behind his products.

[@jg7088]

French people tend to be blunt so not surprised by how he said it

[@bogdar2019]

Gteat interview! fascinating man, Phillippe

[@drew9312]

Some useful learning there. Wouldn’t likely have found that so thanks.

[@CouchInvestor]

Glad it was helpful!

[@noyavargel3622]

thanks for sharing great videos today first palantir and now this.. but i do wonder if we are still getting Tesla weekly? ty

[@CouchInvestor]

Yes but with a delay because I'm traveling

[@maambomumba6123]

Very insightful

[@mrapp8918]

Taiwan. Yes.

[@Jasedabass]

Tesla baby 🚀💯✖💯

[@mrandersson2009]

Paperless toilet paper! Whoever invents it wins!

[@CouchInvestor]

😲

[@erikw2460]

It’s a bidet

[@mikezooper]

Shit happens

[@ronaldoalv17]

Keep buying or holding your longs and press the short on PayPal, SQ and Soupifi this on the long term won't have a business.

[@UziGameGP]

A nobody basically

[@CouchInvestor]

$40B is not a nobody

[@djpuplex]

He sounds like a English speaker pretending to be French.

[@CouchInvestor]

😂

[@kraftwerk974]

@@djpuplex I grew up in France and believe me this guy is 100% french.

[@summerbreeze5115]

How come Taiwan holds such importance?

[@nattydred2593]

Taiwan is claimed by the Chinese Communist Party, but is populated by refugees from China's prior government, now in exile. To defend itself from takeover by China, Taiwan has developed the "silicone shield". Over decades they've become the world's most advanced computer chip manufacturer. If the CCP invades Taiwan, the chip fabrication plants, which are unique in the world both in capability and capacity, will be destroyed, plunging the world into economic chaos.

[@sanbetski]

Tsmc thats it

[@summerbreeze5115]

Why can't USA design & make their own chips?

[@MagnoosChess]

@@summerbreeze5115 its very difficult to do so. It is the most advanced logic chips on the market. Semiconductors are also have life cycles and they diminish over time. There is more to it. It is natural monopoly. They could charge any number for their product. Usps is also monopoly on many services like mail carrying but they are have price restrictions; unlike taiwan!!! Lol watch Nvidia go to 1T market cap in 3-6 years from today.

[@CouchInvestor]

@@summerbreeze5115 They will but it will take time. The workforce is just better in Taiwan because TSMC went there (they came from the US)