Philippe Laffont, Founder and Portfolio Manager of Coatue Management, and Bill Ford, Chairman and CEO of General Atlantic, discussed the artificial intelligence investment landscape during the "Alpha And AI Investing" panel at the 2025 Delivering Alpha Conference. The managers argued that the current technological environment is not a speculative event but a "very real tech cycle". The central thesis is that AI, viewed as a foundational "intelligence on demand" super cycle, is concentrated among large incumbents and forces a new capital deployment strategy across public and private markets, complicated by the lack of traditional exit routes for companies achieving valuations such as the "half a trillion dollars" assigned to OpenAI.
Also see:
- 2024 CNBC Delivering Alpha Conference
- 2025 Sohn San Francisco Conference
- 2025 Capitalize For Kids Investors Conference
- 2025 13D Monitor Active-Passive Investor Summit
2025 Delivering Alpha Conference: Alpha And AI Investing
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