The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher

Feb 23, 2026 · 01:06:43

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✨ AI Summary

Lucas Swisher explains Coatue's $70BN machine, emphasizing price and mega markets.
He discusses assessing revenue durability and margins in the AI era.
Key takeaways include finding value in public SaaS and the importance of market size versus founder quality.

Guests on This Episode

American Investor · 1 podcast appearance

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