<ul data-eligibleForWebStory="true"><li>Coatue's East Meets West Conference overview reveals brutal truths about AI and growth.</li><li>Growth trumps all in 2025, with fast growers receiving premium valuations in public markets.</li><li>AI coding boom generates $1.3B in net-new ARR, signaling massive market growth and potential.</li><li>Private capital concentrates in top companies, while AI boosts productivity and revolutionizes industries.</li><li>AI presents trillion-dollar opportunities, reshaping markets and transforming job functions across sectors.</li></ul>

10 Brutal Truths From Coatue About AI and Who Gets Left Behind: The Great Separation

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