Max Cook
Max Cook is a Sector Head at Coatue, a technology-focused investment firm, where he specializes in AI infrastructure and energy investments. He is best known for his analysis of the AI power supply chain, tracing bottlenecks from semiconductors through data centers, grid equipment, and power generation, with a particular focus on nuclear energy. He was named a 2026 Hedge Fund Rising Star by Institutional Investor.
“"We're going from a world in which you have 60 to 80 apps to an agentic AI world where you've got a lot fewer than that, two, three, four apps... It's not the keyboard and the mouse. It's probably natural language."”
Source→“We've always conformed ourselves to computers like with that by inputting specific data with a keyboard and a mouse. And now we're finally entering the era where computers have to conform to us.”
Source→“I think 90% of Decagon's workloads run on open source models. And that is because they are at kind of production scale.”
Source→“You've got open AI coming out with a super app for the first time. That's going to introduce almost a billion weekly active users to agents for the first time.”
Source→“I don't think anyone's asking the question of what happens when Anthropic and open AI decide we can offer that as a product. I don't know that they're going to do that, but it seems plausible that they would see this opportunity to take their older, cheaper, more efficient, smaller models and sell that as a product.”
Source→“Snowflake, Databricks, Datadog, all of these businesses that are tied to growth in AI app production, AI app development are doing great.”
Source→“Michele from Replit was talking about how natural language is how people communicate. That's clearly the direction we're going in.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.