The Twenty Minute VC
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
· 1h 6m
<p dir="ltr">Lucas Swisher co-leads the growth fund at Coatue where he has partnered with iconic companies like OpenAI, Harvey, Deel, Canva, Openevidence, Anthropic, and others. Prior to Coatue, he was on the investment team at Kleiner Perkins, where he focused on growth stage software businesses. </p> <p dir="ltr">AGENDA:</p> <p dir="ltr">04:23 Why Public SaaS Is Getting Crushed in the AI Wave</p> <p dir="ltr">06:01 How to Find Value in the Deluge of Public SaaS</p> <p dir="ltr">10:34 Durability of Revenue in AI</p> <p …
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