At the recent Bloomberg Invest Summit 2024, Philippe Laffont, founder and portfolio manager of Coatue Management, engaged in a riveting conversation with David Rubenstein, co-founder and co-chairman of The Carlyle Group, on a panel titled "Bloomberg Wealth." The discussion spanned topics from artificial intelligence (AI) to geopolitical risks, providing a deep dive into Laffont’s investment philosophy and perspectives on future technologies.
AI: Overhyped or Here to Stay?
David Rubenstein kicked off the session by probing Laffont’s thoughts on AI, a technology that has captured the world’s attention. Laffont compared the current AI buzz to the early days of the iPhone, suggesting that high levels of discussion might indicate a significant long-term potential rather than an overhyped trend. He emphasized...
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