Designing America’s future with those bold enough to show up and make change. Founder - Operator - Funder @reindsummit
McLean, VA
Joined May 2012
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Kate Moon retweeted
14 years ago today, Navy LT Christopher Mosko was killed in Ghazni, Afghanistan.
He was a Navy EOD officer. A bomb disposal expert embedded with Special Forces. He lived by the ethos "If Not Me, Then Who?"
10 years before he fell, he was just a 18-year-old in Eau Claire, Wisconsin, delivering a speech that would become part of his living legacy.
He spoke of the undying love of parents. The same love his father, John, now carries forward by turning grief into action through the @TMFoundation.
John said, "a recent Chris Moment was finding a CD containing his speech at his 2002 Baccalaureate service. It is 14 years since I heard his voice over a SAT phone."
Chris was awarded the Bronze Star and Purple Heart for his service, but his true impact remains more than words can state.
Kate Moon retweeted
BREAKING: Thomas Laffont, Co-Founder of Coatue
"The next Mag 7 may still be private"
With $70B AUM including $30B on the private side, Thomas & I discuss Anthropic, Private/Public Markets, AI Volatility, Citrini Paper, & more.
Highlights:
• Anthropic: Coatue leads $30B Series G at $380B → ~$19B ARR
• AI coding tools spreading across enterprises
• SaaS multiples being repriced
• What happens to software engineers?
• Managing a mega fund with autonomous agents?
• Interpreting Citrini AI “Global Intelligence Crisis” paper
• Where is Thomas' French accent?
Live from Upfront Summit 2026.
@coatue_thomas @coatuemgmt @upfrontvc
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Thomas Laffont, Co-Founder Coatue Management
(01:18) The rapid rise of Claude Code
(04:15) Anthropic’s revenue growth and trajectory
(05:25) Where capital is flowing: private vs public markets
(08:10) The Citrini paper and AI market volatility
(10:15) Are new Claude releases hurting SaaS companies?
(17:22) Will AI reduce the number of engineers?
(19:38) The ATM analogy for AI and jobs
(21:02) Could autonomous agents automate investing?
(23:18) How Coatue got conviction on Nvidia
(24:18) Why TAM does not matter?
(26:43) Running Coatue with his brother Philippe
Kate Moon retweeted
America is the Greatest country in the world!
Discipulus Ventures Sex on Fire club remix, Happy Valentines Day to all! 😍🥵
Thank you for coming!
We miss you already.
Follow @reindsummit as we release all public sessions over the coming weeks
It's time to Reindustrialize. See you in Detroit 🎥
@reindsummit signing off with God Bless America has me ready to run through a brick wall. 🇺🇸 is so back.
GE Aerospace is showing up big time at Reindustrialize 2.0. Thanks for your great support and sending incredible leaders to join us. Looking forward to it!
🏭Reindustrialize 2.0 Announcement🏭
We're honored to feature:
Darin DiTommaso
Vice President, Defense and Systems Engineering, GE Aerospace (@GEAerospacePA)
Previously announced:
> Mitch Lee, CEO of Arc Boats
> Miles Arnone, CEO of Re:Build Manufacturing
> Leland Miller, CEO of China Beige Book
> Del Costy, President, Digital Industries AMS (AUT & SW) at Siemens
> Kirk Phelps, Chief Product Officer at Juul Labs
> Jan Sramek, Founder & CEO of CA Forever
> Natan Linder, CEO & Co-Founder of Tulip Interfaces
> Saman Farid, CEO at Formic
> Matt Myrand, Director of Ind Eng at Whirlpool Corp
> Lior Susan, Founding Partner, Eclipse
> Stephen Rodriguez, Chairman of Blue Forge Alliance
> Vib Altekar, CTO at Saronic
> Gregory Bernstein, CEO at The New Industrial Corp
> Ann Bluntzer Pullin, ED at Hamm Institute
> Austin Bishop, CEO of NAIA
> Drew Oetting, Co-Founder and President at 8VC
> Nadia Schadlow, Senior Fellow at the Hudson Institute
> Erik Prince, Founder at Prince Manufacturing
> Andy Lowery, CEO at Epirus
> Eric Chewning, EVP at HII
> Aidan Madigan-Curtis, GP at Eclipse
> Chris Power, CEO of Hadrian
> Billy Thalheimer, CEO of REGENT
> Carrie Wibben Kaupp, President of Exiger
> Josh Steinman, CEO of Galvanick
> Evan Smith, CEO of Altana
> Adam Warmoth, CEO of Stealth
> Sassie Duggleby, Co-Founder & CEO of Venus Aerospace
> Scott Nolan, CEO of General Matter
> Filip Aronshtein, Co-Founder & CEO of Dirac
> Patrick McGee, Author of "Apple in China"
> Garry Tan, President & CEO of YCombinator
> Ambassador Jamieson Greer, 20th US Trade Representative
> Lucian Boldea, President and CEO of Honeywell Industrial Automation
> Palmer Luckey, Founder of Anduril
> Shyam Sankar, CTO of Palantir
> Daleep Singh, Vice Chair of PGIM
See you in Detroit 🇺🇸
🏭Reindustrialize Speaker Announcement🏭
We're honored to feature:
Chris Power
CEO, Hadrian
Previously announced:
> Ambassador Jamieson Greer, 20th US Trade Representative
> Lucian Boldea, President and CEO of Honeywell Industrial Automation
> Palmer Luckey, Co-Founder of Anduril
> Shyam Sankar, CTO of Palantir
> Daleep Singh, Chief Global Economist at PGIM
> Garry Tan, President & CEO of YCombinator
> Cathie Wood, Founder & CEO of ARK Invest
> Patrick McGee, Author of "Apple in China"
> Filip Aronshtein, Co-Founder & CEO of Dirac
> Scott Nolan, CEO of General Matter
> Sassie Duggleby, Co-Founder & CEO of Venus Aerospace
> Adam Warmoth, CEO of Stealth
> Evan Smith, CEO of Altana
> Josh Steinman, CEO of Galvanick
> Carrie Wibben Kaupp, President of Exiger
> Billy Thalheimer, CEO of REGENT
Kate Moon retweeted
thank you senator Wicker for the continued support of Reindustrialize!
Kudos to Senate Armed Service Chairman @SenatorWicker for calling out "Reindustrialization" in his SASC DoD Posture Opening Statement last week.
It's happening.
