I sit directly across from @fyxlong every day, and while I can't pretend to understand his references to linear algebra, I DO know he's massively transforming how we work and what we can do at @coatuemgmt. Worth a read and listen!
👀👀
We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.
block.xyz/dessa
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Seems like a lot of people are missing the 🌲🌲🌲 for the 🌳
The TAM for AI coding agents may be much larger than coders alone.
At @OpenAI, the bigger signal is not just engineering usage. It is finance, legal, and operations teams beginning to use coding agents to improve the speed and efficiency of everyday work.
Full breakdown ⬇️
Cool study out of @CarnegieMellon and @Larridin with some of the best cross-sectional evidence I've seen that REAL AI adoption is already associated with faster revenue growth - but interestingly from their findings there is still no evidence of margin expansion or forward stock alpha
larridin.com/hubfs/CMU-Larri…
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Max Cook retweeted
Max Cook (@maxlbcook) on what the latest hyperscaler growth data suggests about the timeline from cloud infrastructure spend to revenue growth.
Max Cook retweeted
BREAKING: Coatue’s super secret exclusive soccer league sends its first invite to Jeff Dean
.@JeffDean seeing a lot of complimentary chatter about your speed on the wing. We’d love to host you at the decade-long Coatue soccer league next time you’re in NYC, we’re out there three times a week!
"Soccer at Pier 40 is not secretive, it's selective"
@MollySOShea getting the key details out of Jaimin
Maybe multi-model won't necessarily mean Open vs Closed?
xitter.cf/OpenAI/status/20828781…
At the @RaiseSummit in Paris, Coatue's Max Cook (@maxlbcook) highlighted three takeaways from conversations across the AI ecosystem:
1. Companies are moving toward multi-model
2. Token volume is scaling quickly, but productivity depends on the harness around it
3. Sophisticated teams are using open-source and frontier models
Watch the full recap ⬇️
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Max Cook retweeted
At the @RaiseSummit in Paris, Max Cook (@maxlbcook) shared some takeaways on the shift toward multi-model AI. Enterprises are building for a multi-model future and the infrastructure is following.
Well this is not the way I expected, but here's one way to kill the keyboard & mouse. We're certainly in an era of innovation @MollySOShea @sourceryy!
xitter.cf/augmentaltech/status/2…
BREAKING: Max Cook (@maxlbcook), Sector Head at Coatue (@coatuemgmt) says..
"The keyboard & mouse are slowly dying." :(
Cook also offers a bigger Q for the market:
"What happens when OpenAI or Anthropic decide to offer smaller, cheaper, fine-tuned production models as products?"
Cook argues the real AI debate might actually not be open vs. closed models
It's what happens when frontier labs begin competing across the entire model stack..
Offering everything from cutting-edge reasoning models to smaller, efficient, low-cost, production-grade models for enterprise
Max Cook retweeted
We're raising funding at $188 billion valuation to double down on our AI strategy focused on three priorities:
1️⃣ Unity AI Gateway - our multi-AI governance solution that helps control costs.
2️⃣ Genie - our AI coworkers that actually understand your business data.
3️⃣ Lakebase - our serverless Postgres database specifically for AI agents.
databricks.com/company/newsr…
Max Cook retweeted
Most of the discussion on 𝕏 around open source vs Anthropic and OpenAI is: one will win, and one will lose.
"That's totally the wrong way to think about this."
"@thejessezhang from Decagon posted recently about how 90% of Decagon's workloads run on open source models."
" They need to be able to fine-tune a model and use a small model for low latency."
"That's not a product that Anthropic or OpenAI are offering today. You can't do that with whatever their frontier model is."
"I don't think anyone's asking the question of: what happens when Anthropic and OpenAI decide they can offer that as a product?"
"It seems plausible that they would see this opportunity to take their older, cheaper, more efficient, smaller models and sell that as a product."
— Sector Head at Coatue (@coatuemgmt) Max Cook (@maxlbcook)
