Lucas Swisher
👤 Speaker
675
total appearances
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
But how long is it going to take for all of this to happen?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
I think it's going to take a long time because people are slow.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
They're sticky.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Change is hard, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
It's not like I can just throw a clot into an enterprise and all of a sudden it works.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
There's integration work that has to be done.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
There's deployment that has to be done.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
This stuff is complex.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Winston from Harvey.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
It's not even close.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
I think it was because one, I already believed when I came into the meeting.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
And then two, the founder market fit in the story was so clear so early.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
What are language models good at?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Language.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Text in, text out.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
What is one of the most text-heavy professions?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Law.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
What have I seen early on?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Document generation, document analysis.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
And his articulation of that thesis and that story, it was just like so spot on.