Philippe Laffont on the Intelligence Age, AI Infrastructure & the Model Race | CNBC Squawk Box

Описание: Philippe Laffont, founder and portfolio manager at Coatue, joins CNBC's Squawk Box for an extended conversation on the AI boom: why he sees intelligence becoming a utility, where the power and infrastructure demand leads, and how he reads the race among frontier model companies.

Full interview from CNBC's Squawk Box.

Chapters:
0:00 The intelligence age
2:49 Five good ideas in 30 years
3:08 Peeling the onion: energy and data centers
4:50 SpaceX and the move to space
6:04 The SpaceX bid for Cursor
7:11 The bet on Cursor
7:50 Lessons Learned
8:58 Nvidia
9:39 Semis: betting on the picks and shovels
10:31 Position sizing and liquidity
11:52 The power trade
14:00 Reading the market retracement

More from Coatue:
C:\Takes: coatue.com/c/takes
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X: x.com/coatuemgmt