When Michael Barton, a sector head at Coatue Management, sat down for an extended interview on the YouTube channel Sourcery with Molly O’Shea, he was candid about a profession in the middle of a fundamental reset. Barton covers Technology, Media, and Telecom for Coatue, tracking internet, cloud, and China internet stocks at a firm that
Micron Technology increased 5.1% over the past day. You might feel inclined to purchase additional shares or consider reducing your investment. However, there’s an entirely different viewpoint you may not have considered. Is there a more favorable option? It turns out that its counterpart Nvidia offers more advantages. Nvidia (NVDA) stock demonstrates superior revenue growth
Yesterday, entrepreneur and investor Naval Ravikant posted “Software was eaten by AI.” on X that reframed one of the most-quoted theses in venture capital history: “Software is eating the world, and now AI is eating software.” The line is a deliberate inversion of Marc Andreessen’s 2011 Wall Street Journal essay, which declared that software companies
Women expanded their influence across venture capital and technology in 2025 despite a challenging fundraising environment. Industry data shows 127 women-led venture funds raised $2.29 billion, while startups founded or co-founded by women captured more than 38% of venture investment, up from roughly 23% the previous year. The year also brought several milestones. Theresia Gouw
As AI and crypto continue to swap place at the top of the headlines across the media spectrum, one recent story indicates that, increasingly, both technologies continue to merge closer together. Recently it was reported via research produced by an Alibaba-affiliated team that an AI agent had attempted unauthorized cryptocurrency mining during training, and this
Ayear and a half ago, Changpeng Zhao was just getting out of jail. After a sweeping investigation into Binance, the cryptocurrency exchange he founded in 2017, Zhao (better known by his initials, CZ) pleaded guilty to failing to maintain an effective anti-money laundering program and agreed to pay a $50 million fine (on top of
At California State University, Stanislaus, President Britt Rios-Ellis is building a Latino talent pipeline for California’s Central Valley—from agriculture and wine to healthcare and AI-driven industries. (Contributor’s Note: For women’s history month, I spotlight “The Women Shaping America’s Next Chapter” series: Two college presidents, one global PR executive, and one trailblazing tech leader.) As the
The global video game business is bigger than ever, with an estimated $195 billion in revenue from game-related software, add-ons and content (but not including hardware). So why, with so many players, and so much money, are so many companies and people in the industry struggling? Two new annual studies on the state of the
Digital transformation is usually framed as a productivity story. We talk about efficiency. Speed. Cost reduction. Automation. Competitive advantage. But beneath those headlines sits a quieter shift—one that leaders often underestimate. A new systematic review published in Human Resource Management Journal synthesizes 61 interdisciplinary studies on how digital technologies influence the meaning of work .
Amazon proudly debuted its first official image from its upcoming live-action God of War show, and the internet promptly tore it to shreds. It showed actor Ryan Hurst as Kratos and Atreus actor Callum Vinson in costume for the first time, hunting in the woods, and it just looked…weird. I’m not sure I saw a
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