hanseul

Coatue's May 2026 Public Markets Update is out. The update covers the rise of the token economy, how AI is reshaping key sectors, and why agents are the next major unlock. Link to the full update in the comments ⬇️

@calcsam @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips tyy Sam

@hanseulnam @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips Congrats Hanseul!!

I joined @coatuemgmt as a partner today! I spent a formative, incredible ~5 yrs @sparkcapital and was so genuinely lucky to have learned from + worked alongside the best ♥️ @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips

@alexklein0x lol this graphic is crazyyyy the nucleus100 is legit though 💎

Kind of insane.. Five years at Spark with Yasmin, #1 on MOIC in the Nucleus 100 Growth. Worked on Anthropic and Abridge, 2 of the 94 companies in the universe. Now off to Coatue to work with Lucas, #1 on Growth. Pretty ridiculous company. What a picker. Let’s go @hanseulnam !

@__kvm @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips 🥹

@hanseulnam @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips Coatue is incredibly lucky to have a star like u

@TenreiroDaniel @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips thank u old trader who trades the yen

@hanseulnam @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips Congratulations!

@spencermpeter @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips ⭐️⭐️⭐️⭐️⭐️

@hanseulnam @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips let’s go !!

@Jake_Nyquist @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips ty jake!

@hanseulnam @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips Congrats!!

I’ve long admired coatue's longevity, performance, & intellectual horsepower... and found myself increasingly drawn to their style of bold + concentrated investing, in part made possible by their scale, platform, and flexible mandate. I believe this continues to become an advantage for the small handful of firms able to pull it off. so happy to be here w this all-star team ⭐️

@christinaahuang really really!

now it's really the year of agents! x.com/OpenAI/status/…

@uninsightful le mao

the boys are excited to have a new friend

@lmcorrigan1 @sequoia @Konstantine @Alfred_Lin @gradypb let's go!!

I’m thrilled to be joining @sequoia as a Partner on the Early team. Getting to know @Konstantine, @Alfred_Lin, @gradypb, and the entire Sequoia team, I have been humbled by their exceptional quality of character and caliber of thought – it's always a joy to learn from those who operate at the highest level of their craft. It's an honor to be a part of this team and to support those daring to make a dent in the universe.

The reindustrialization of America is underway and AI is a big driver. @CrusoeAI operates 5 factories throughout CO, OK, and LA to manufacture electrical components for AI data center builds. We employ about 500 FTE in factories today, up from less than 100 a few years ago.

Wild to look at this @AnthropicAI chart and remember that @YasminRazavi had the conviction to lead a $450M round when Anthropic had $0 revenue. The ultimate goat - go Yas!!

We’ve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research, continue to innovate in products, and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are.

@mihikapoor They're so lucky to have you 🍀 congrats on the launch!

Simile is out of stealth! At Simile, we have built the first AI simulation of society, populated by agents based on real humans. We are building a foundation model that predicts human behavior in any situation, and a product that deploys it at scale. Thrilled to be on this mission.

Big news today at @CrusoeAI. We are welcoming former @MongoDB COO/CFO Michael Gordon as our new COO and CFO. Michael’s operational discipline and experience scaling MongoDB from a private company to a public giant are exactly what we need to turn our momentum into durable scale. crusoe.ai/resources/news…

We popped a cassette into the VCR to record Will's interview with @tbpn on Monday. Link to the full segment below.

We thought you only got this treatment when you IPO. Thanks @NYSE !