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How I Invest with David Weisburd — E402: $92B Coatue: Where the Value in AI Will Accrue
Buzzing ratingBUZZING· 74%49m·2026-07-13·Money

E402: $92B Coatue: Where the Value in AI Will Accrue

How I Invest with David Weisburd · 402

Everyone is asking which AI company will win. Lucas Swisher thinks investors are asking the wrong question. The biggest opportunities won't necessarily come from picking a single model or application. They'll come from understanding where durable advantages are created across the AI stack. Drawing on Coatue's…

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Buzzing rating
74%
BUZZING

Active swarm energy. Strong reception, real community buzz.

Platform76%
Community71%
Platform × 0.6 + Community × 0.4
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