{"version":"1.0","type":"card","id":"e00257f5-cc58-4f45-9329-b7d4604456ff","url":"https://stacklist.com/card/e00257f5-cc58-4f45-9329-b7d4604456ff","title":"Coatue's Public Investments CIO on AI Market Shifts","source_url":"https://www.sourcery.vc/p/exclusive-coatues-public-investments","note":"This page features insights from Jaimin Rangwalla regarding Coatue's public investments, focusing on key trends in artificial intelligence, semiconductors, and market dynamics for Spring 2026. It provides an update on the evolving landscape of public markets and strategic investment opportunities.","image":{"url":"https://ucarecdn.com/3a518d9c-a777-460f-955c-d09b802843cf/","alt":"Coatue's Public Investments CIO on AI Market Shifts","width":1200,"height":630},"stack":{"id":"4e9a6b47-d2ca-4b21-8344-f70c4f000e5e","title":"Signals Served #011 — The Atoms Get Their Round","url":"https://stacklist.com/c/finance/stack/4e9a6b47-d2ca-4b21-8344-f70c4f000e5e"},"created_at":"2026-05-26T23:59:16.435Z","updated_at":null,"aco":{"summary":"Coatue's Public Investments CIO Jaimin Rangwalla discusses the firm's Spring 2026 Public Markets Update, covering AI economy dynamics including compute demand, hyperscaler spending, semiconductors, and the rise of autonomous agents. The interview explores trillion-dollar private companies approaching IPO, the CPU/GPU ratio flip, Coatue's $6T+ AI market estimate, and critical infrastructure bottlenecks shaping the AI buildout.","tags":["ai-investing","semiconductors","coatue","public-markets","hyperscalers","agents","compute-demand"],"key_entities":[{"name":"Jaimin Rangwalla","type":"person","confidence":0.99},{"name":"Molly O'Shea","type":"person","confidence":0.9},{"name":"Coatue","type":"organization","confidence":0.99},{"name":"Anthropic","type":"organization","confidence":0.95},{"name":"OpenAI","type":"organization","confidence":0.95},{"name":"SpaceX","type":"organization","confidence":0.9},{"name":"Nvidia","type":"organization","confidence":0.85},{"name":"Intel","type":"organization","confidence":0.8},{"name":"AI economy","type":"concept","confidence":0.95},{"name":"tokenmaxxing economy","type":"concept","confidence":0.85},{"name":"digital population explosion","type":"concept","confidence":0.85},{"name":"CPU/GPU ratio flip","type":"concept","confidence":0.9},{"name":"sellers of shortage","type":"concept","confidence":0.8},{"name":"Spring 2026 Public Markets Update","type":"event","confidence":0.97},{"name":"Brex","type":"organization","confidence":0.7},{"name":"Turing","type":"organization","confidence":0.7}],"classification":"transcript","language":"en","confidence":0.85,"provenance":{"model":"claude-opus-4-6","tool":"@stacklist/mcp-server@2.0.0","confidence":0.85,"timestamp":"2026-05-26T23:59:26.581Z"},"token_counts":{"approximate":5776,"cl100k":5516},"content_hash":"sha256:d7a4b6c62cf6d9f2fd2823c0a0384f9d7e51d2e143e5dcdf84ed12e915acf4e0","acp_version":"0.2","body_available":true,"body_tokens":5776,"visibility":"public","agent_accessible":true,"status":"final"},"_links":{"self":"/api/public/card/e00257f5-cc58-4f45-9329-b7d4604456ff.json","html":"https://stacklist.com/card/e00257f5-cc58-4f45-9329-b7d4604456ff","md":"/api/public/card/e00257f5-cc58-4f45-9329-b7d4604456ff.md","stack_json":"/api/public/stack/4e9a6b47-d2ca-4b21-8344-f70c4f000e5e.json"}}