coatue.thomas

@carl_eschenbach @sequoia @gradypb @Alfred_Lin Congratulations Carl! What a great move by @sequoia. Founders will be well served by your years of service and integrity. Look forward to working with you.

It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.

@parkerconrad G&A software that doesn’t just record work—it does the work! That's the power of AI + proprietary system-of-record data. Exciting developments from Rippling.

Rippling launched its AI analyst today. I'm not just the CEO - I'm also the Rippling admin for our co, and I run payroll for our ~ 5K global employees. Here are 5 specific ways Rippling AI has changed my job, and why I believe this is the future of G&A software. 🧵 1/n

LFG. Rare combination: a large, emerging market, a relentless founder, a pioneering team, and committed investors. Excited to get involved and help create something enduring.

Incredibly excited!

@andrew__reed Counter: the snacks are better up the escalator.

Seagate Technology in the main ballroom and software up the escalator at MS TMT. For a sentiment check

@ericvishria 🤦‍♂️

@coatue_thomas You already did the last one so that’s why I could tweet it 😂

When I hear VCs talk about a "super hot deal," I know they suck.

In 2025 the Lakers went from literally-about-to-break-down AD and the bumbling Buss kids to hitting-his-prime Luka and the savvy loaded Dodgers owner. Still coming to grips with this.

@tom__ballard @coatuemgmt @theallinpod @realDonaldTrump @Jason @chamath @DavidSacks @friedberg @thomas_coatue Happy to do do it if my bosses @Jason @DavidSacks @chamath @friedberg put me in!!! 🫡🫡🫡🫡

@coatuemgmt @theallinpod @realDonaldTrump @Jason @chamath @DavidSacks @friedberg watching these gets me excited to hear more at the summit in September - and hopefully @thomas_coatue will do another presentation!

Congrats to @theallinpod for hosting the “Winning the AI Race” event and to @realDonaldTrump for announcing his administration’s AI Action Plan. Big win for USA AI leadership. 🇺🇸 🫡 Loved being with you guys in DC! @Jason @chamath @DavidSacks @friedberg

@HarryStebbings Long & Strong Benchmark as well!

Benchmark is dead is absolute BS. No fund has played the AI wave of last 18 months better. Let me put this in context: In their most recent fund they have: Fireworks ($130M ARR) Sierra ($5BN valuation) LangChain ($1BN valuation) Mercor ($100M ARR in 11 months) HeyGen ($80M ARR in 12 months) Manus (one of most insane teams in AI) Oh and they have @peterfenton @ericvishria at the helm. Yeah, I am long Benchmark.

@krisfredrickson @_IainMartin Congratulations Kris and so happy for you!

Some news - I raised $175M for Verified Capital with a plan to back transformative technology companies at any stage of their journey. Thanks to @_IainMartin for the writeup in Forbes. forbes.com/sites/iainmart…

No phone, watch, email, or X. #legend wsj.com/style/christop…

Thank you Besties for having me on!

Thrilled that the JPMorgan Healthcare Conference is coming back next year. While we still have work to do, this is a huge vote of confidence in our city and everything we're doing to make SF a safe and welcoming place for residents, businesses & visitors. sfchronicle.com/sf/article/dow…

@Jason Who's co-hosting?

All-time banger episode this week

@drpatrick Count me in.

Now we begin the recovery and invite the thought leaders of LA to come together. Solutions for the Rebirth of LA from the Ashes. We need to rapidly formulate a plan to help those in need and rebuild.

Committed. To rebuilding homes, communities, and leadership. To helping those in need who are suffering. To honoring first responders and their sacrifices. To the city and state that I love. Together, our Southland will rise again. #LAStrong 💙

@TomCruise I’ll be there!

Our lives are the sum of our choices. Mission: Impossible – The Final Reckoning. See you at the movies May 23, 2025.

❤️LA