Person · mentioned 5 times
Growth investor at the investment firm Coatue Management, also listed as running growth at Coatoo.
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How I Invest with David Weisburd· 6 Nov
David Weisburd cites Lucas Swisher, a previous podcast guest, on the three S-curves of adoption, with developers as the first S-curve of LLM revenue adopters.How I Invest with David Weisburd· 26 Oct
Lucas Swisher believes AI adoption is still extremely early because most revenue comes from developers and engineers.