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
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.
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)
Max Cook retweeted
SITUATION EXPLAINED: Coatue just published a chart showing how fast AI agents are replacing internal white-collar functions at OpenAI itself.
• Chart tracks what percent of OpenAI's internal output tokens are generated by Codex vs ChatGPT
• Engineering crossed 50% Codex usage at end of 2025, now basically 100% Codex for engineering
• Finance, recruiting, and legal didn't start ramping until February 2026, but are now nearly as high as engineering
@theojaffee: "Agentic AI platforms are eating a lot of white-collar functions and not just engineering."
Max Cook retweeted
We can finally say AI isn't killing jobs.
A new paper from me, @tryramp, and @RevelioLabs uses firm-level spend and workforce data across 21K U.S. businesses to measure AI's impact on jobs.
Firms that adopt AI heavily grow headcount 10% over two years following adoption. Low adopters see no statistically significant change.
Max Cook retweeted
Coatue founder Philippe Laffont: Agentic AI Is ‘One of the Bigger Ideas' in My Career taekim.substack.com/p/coatue…
Max Cook retweeted
Congratulations to @maxlbcook, named a 2026 Hedge Fund Rising Star by @iimag.
When he joined Coatue in 2022, he carved out a niche no one else was covering: industrials.
When AI arrived, he already had the map.
Chips → data centers → grid equipment → power → gas turbines.
That's what following the bottleneck looks like.
Read more about Max's feature in the comments ⬇️
Follow the bottleneck.
Chips → data centers → grid equipment → power → gas turbines
Grid equipment grew 1%/yr for decades. Then data centers showed up as an entirely new buyer.
Gas turbine makers shipped 5–7 GW/yr. Last year? Orders hit 100 GW.
@maxlbcook on how he follows the bottleneck across the AI power ecosystem ⬇️
Max Cook retweeted
Proud to triple down and co-lead this round with @AnthropicAI
anthropic.com/news/series-h
coatue.com/blog/press/our-co…
Max Cook retweeted
.@maxlbcook has been all over this space for the past few years. Sharp investor.
Follow the bottleneck.
Chips → data centers → grid equipment → power → gas turbines
Grid equipment grew 1%/yr for decades. Then data centers showed up as an entirely new buyer.
Gas turbine makers shipped 5–7 GW/yr. Last year? Orders hit 100 GW.
@maxlbcook on how he follows the bottleneck across the AI power ecosystem ⬇️
Max Cook retweeted
Max cooking
Follow the bottleneck.
Chips → data centers → grid equipment → power → gas turbines
Grid equipment grew 1%/yr for decades. Then data centers showed up as an entirely new buyer.
Gas turbine makers shipped 5–7 GW/yr. Last year? Orders hit 100 GW.
@maxlbcook on how he follows the bottleneck across the AI power ecosystem ⬇️
Max Cook retweeted
Every major technology shift arrives with the same headline: mass unemployment is imminent.
Some have gone so far as to compare humans to horses.
@maxlbcook, Sector Head at Coatue, on why history suggests a different outcome—and what the data actually tells us. 🧵
Max Cook retweeted
Chart of the Day:
The rate of innovation is faster than anything we’ve seen before!
coatue.com/c/takes
