Tiêu đề Coatue EMW 2024 - Keynote.pdf ✅

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2. State of Private Markets & Implications for Founders Keynote Agenda 1. State of the Public Markets & Our Outlook
Your prediction from EMW 2023 Wisdom of our 2023 EMW crowd Question 1: Has the market bottomed? Q: Has the market bottomed? % of respondents AI will power market to new highs Market bottomed, but am conservative Market will revisit / make lows 12% 39% 49% Performance since EMW 2023 Correct answer: AI powered market to new highs! AI Basket +30% +51% +209% Source: Bloomberg, Coatue opinion & analysis as of June 2024. Basket is Coatue AI Basket, made up of GS TMT AI, MS AI Related, MS Edge AI, GS US PC AI Upgrades, GS Power Up America baskets, includes Adobe because of Firefly product, excludes Apple because they have not yet launched Apple Intelligence to general public. Basket categorization as of June 3, 2024. Company metrics, including financial metrics, are not a proxy for any fund investment performance, and should not be understood as such. Returns are presented to illustrate macroeconomic trends only and are not intended to indicate the returns of any Coatue investment or fund. For illustrative purposes only. Logos listed above as examples of the applicable statements or trends; do not necessarily represent Coatue investments. There is no guarantee that Coatue’s views and projections regarding the future potential of AI are accurate or that any particular Coatue investment or fund will benefit from the AI trend. See Appendix-Disclosures for important disclosures, including regarding projections and AI and trends.