COATUE

Coatue is a technology investment platform powering innovation across all stages.

[COATUE @coatuemgmt]

@noahrshinn Learn more: https://t.co/xhbbS0p9oU

[COATUE @coatuemgmt]

Here’s why we believe Instinct can become the defining personal agent company of this era. Search made finding things trivial. Mobile put it in your pocket. Instinct makes everyday tasks frictionless.

Excited to partner with Noah Shinn (@noahrshinn) and the team building a personal agent that can actually finish the job.

[COATUE @coatuemgmt]

Congratulations to Noah Shinn (@noahrshinn) and the Instinct team on their Series C.

Instinct lives in messages, uses the same tools people do, and handles everyday tasks end to end, making “just handle it” feel possible.

Coatue is excited to partner with the team.

[Noah Shinn @noahrshinn]

@patrick_oshag and I had a great conversation a few days ago.

We talked about:
- Instinct’s high-craft, user-centric, and minimalist approach to product-building.
- Our exploding invite-only program that ensures that every new user is onboarded by a close friend or family member.
- How the internet will be transformed over the next 1-2 years when the majority of users stop using apps or websites.
- A few of my personal goals in terms of the experience I’d like to deliver to users.

Thank you Patrick!

[COATUE @coatuemgmt]

Learn more: https://t.co/Qwg1RYoh5V

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Chart of the day:

SpaceX, Anthropic, and OpenAI are valued higher than every US tech IPO of the past 45 years combined!

[COATUE @coatuemgmt]

Self-play is a powerful path for physical AI. @SkildAI's model trained against increasingly stronger versions of itself, turning one simple objective into emergent behaviors.

[Skild AI @SkildAI]

We trained a robot to play football.

How? Self-play for 140 years in a virtual World Cup.

Meet the #Messinator:

[COATUE @coatuemgmt]

Learn more: https://t.co/Qwg1RYnJgn

[COATUE @coatuemgmt]

Chart of the day:

Claude now leads over a quarter of Anthropic’s model R&D, up from virtually none just six months ago!

[COATUE @coatuemgmt]

@Kelvin_json For more C:\Takes: https://t.co/Qwg1RYnJgn

[COATUE @coatuemgmt]

Energy storage: 10GW to 100GW in 4 years.

Battery storage is becoming a critical part of the energy stack, helping shift solar power from midday production into evening demand as electricity needs rise.

More in the latest C:\Take ⬇️

[COATUE @coatuemgmt]

Ramp is now live in the UK.

Earlier this year, Thomas Laffont (@coatue_thomas) and Eric Glyman (@eglyman) discussed the real promise of Ramp: replacing expense-report friction with smarter financial infrastructure that lets teams get back to actual work.

Cheers to Eric, Karim (@karimatiyeh), and the
@tryramp team.

[Eric Glyman @eglyman]

UK finance teams have waited long enough.

Ramp is now live in the UK.

Sorry we’re late.

https://t.co/zajnLsZtPJ

[COATUE @coatuemgmt]

Learn more: https://t.co/Qwg1RYnJgn

[COATUE @coatuemgmt]

Chart of the day:

The number of active satellites in orbit just went vertical! More active satellites have been launched in the last 5 years than in the previous 50 combined.

[COATUE @coatuemgmt]

AI infrastructure has become one of the largest capital buildouts in the market.

@LucasSwisher1 explains how capex from the four largest AI players now rivals the U.S. discretionary defense budget.

[COATUE @coatuemgmt]

“Databricks is one of those rare companies that has been able to actually hop technology waves.”

@LucasSwisher1 on how @databricks evolved from enterprise data infrastructure into a platform for AI.

[COATUE @coatuemgmt]

Congratulations to @huggingface and @nvidia on an important milestone for AI builders.

[Hugging Face @huggingface]

🤗💚
https://t.co/coHXLgzNXh

[COATUE @coatuemgmt]

@Revolut Congratulations to the @Revolut team on an important step toward building a broader U.S. banking platform.

[COATUE @coatuemgmt]

Learn more: https://t.co/Qwg1RYnJgn

[COATUE @coatuemgmt]

Chart of the day:

2026 is a record year for stock dispersion, but strip out the top 10 winners and it looks like any other year!

[COATUE @coatuemgmt]

@FT @Revolut Read more: https://t.co/e6bvgVWl0B

[COATUE @coatuemgmt]

Coatue's Brendan O'Boyle in the @FT (Financial Times): @Revolut's current user penetration in the European market and multiple ways to win from here.

Full article linked in the comments ⬇️