Coatue Founder Philippe Laffont 6/23/26

Squawk Pod

CNBC

Investing, Business, Business News, News

4.2 • 547 Ratings

🗓️ 23 June 2026

⏱️ 45 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Coatue founder and portfolio manager Philippe Laffont shares his perspective on AI, the investing mistakes he’s made, and much more in an extended interview. Once a ‘Tiger Cub,’ Laffont now has $90 billion under management and is looking for his next bet in space and tech. Plus, a tech selloff has rocked global markets, the Senate has advanced a housing bill that limits private equity purchases of single family housing, and Rep. Ro Khanna (D-CA) has challenged Elon Musk to a debate. Philippe Laffont 19:40 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Transcript

Click on a timestamp to play from that location

0:00.0	Bring in show music, please.
0:04.3	Hi, I'm CNBC producer Katie Kramer.
0:07.0	Today on Squawk Pod.
0:09.8	A market sell-off tech stocks routed across the globe,
0:13.5	we have a special interview with noted investor Philippe LaFont of Koto.
0:17.4	With 90 billion under management,
0:19.3	his bets are worth paying attention to, like a stake
0:22.1	in SpaceX.
0:23.6	Mining is going to move to space. Tourism is going to say telecom is going to move to space.
0:29.5	Data centers in real estate are going to move to space. So it feels like just a really big idea.
0:35.9	And big bets on AI.
0:38.1	All the stuff around agents and the ability you have thousands of people working for you.
0:44.0	That sounds like one of the bigger ideas in my investment career.
0:49.0	What LaFont is betting on next?
0:51.6	Are we going to work with Chinese AI companies? Most likely not. I think you'll
0:56.5	have the Western AI on one side. You'll have the Chinese AI on the other. And only countries like
1:02.5	maybe Brazil, India and Indonesia will sort of do a bit of both. Plus all the rest of today's news
1:10.3	that got us squawking from Wall Street to Washington
1:12.9	to the social media back and forth between Elon Musk and Congressman Roe Kana,
1:17.4	who had big accusations for the world's richest man.
1:20.6	Musk immediately took issue with that and all weekend on X.
1:24.4	There was a, he would call him Bro the Robber.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.