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COATUE
@coatuemgmt
Coatue is a technology investment platform powering innovation across all stages.
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Some of a company’s best alpha lives in the heads of the people doing the work. With Sycamore Build, employees can turn that expertise into software their whole team can use. We co-led @SycamoreLabs' seed round earlier this year and are excited to see Sri Viswanath (@SriViswan) and the team launch Sycamore Build.
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Sycamore Build is now generally available. We've been working closely with enterprises to build software that makes their businesses AI-native. Today, we’re excited to bring that capability to everyone. We believe the people who understand a business best should be able to build the software that runs it. With Sycamore, they can. Describe what you need, provide context, and collaborate with Build to create, test, and deploy enterprise-grade agents and applications, purpose-built for your organization. And when your processes change, your software changes with them. Every app has self-improvement built in, so it keeps getting better over time. It's the end of static, one-size-fits-all enterprise software. Our vision is much bigger: a platform where agents run enterprises autonomously, with humans in control, and software that continuously improves and earns your trust. Sycamore Build is our first step toward that future. We're incredibly excited to see what you build! Get started at The first 1,000 signups using code LAUNCH500 get $500 in credits!
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Agentic traffic passed human traffic on the internet in June 2026, ahead of the 2027 timeline that Matthew Prince (@eastdakota) first projected. He now thinks it could reach 1,000x human traffic within five years. Max Cook (@maxlbcook) on what that could mean for who wins the
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Chart of the day: Agentic traffic has surpassed human traffic online for the first time!
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Chart of the day: Agentic traffic has surpassed human traffic online for the first time!
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.
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"I never would have thought I would tell you that Samsung and Hynix together generate more cash flow than every hyperscaler. It is crazy, but it is exactly what is warranted in this time — and why you have to always be changing how you think." Jaimin Rangwalla, CIO of Public Investments at Coatue, on @sourceryy with @MollySOShea
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Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.
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