Spencer Peterson
@spencermpeter
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general partner at Coatue // OpenAI, SpaceX, Cursor, Flock Safety, Stripe ++
SF
Joined January 2014
I think the largest source of alpha this past year was believing in the value/tam expansion of these models & products Cursor, OpenAI, Anthropic can all win. rising tides lift a lot of boats! thx for the chat @tbpn @jordihays @johncoogan
How big can the market for vibe coding get? How much code does humanity want to write? @spencermpeter: There are 30 million developers in the world - a fraction of a percent of the global population. What's that number look like in 10 years? 20 years? Probably much higher.
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I bet these dots cross again!
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the “Google complex” and the “OpenAI complex” were very correlated thru 10+ months of 2025 — but have seen a recent divergence latest @coatuemgmt c/take:
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X money coming soon! exciting 🤑 Elon’s mo is pushing industries to a maximum consumer surplus — excited for that in the form of APY, credit, low/no fees & new products altogether US consumer spends over $125B in credit fees & interest today…
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Introducing C:\Takes — quick perspectives from members of our team on the trends driving markets. 💭 In our first take, @LucasSwisher1 looks at a common question in investing today: Are the private markets too expensive? 🤔 Watch below ⬇️
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have been using Ramp Sheets a ton this past week. flat out one of the best new AI products “create an analysis of ROI for the streaming wars” one-shot output:
Today, we’re launching Ramp Sheets, the AI spreadsheet editor built to 10x finance teams, operators, and founders. Ramp Sheets plans, executes, and formats automatically. It’s already being used to model budgets, forecast revenue, and reconcile financial statements.
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“we all know money talks — we’re teaching it to think” 🔥😤 congrats @eglyman & team!! incredible product velocity at scale.
Today, Ramp raised another $300M at a $32B valuation. In the past year our revenue has doubled to over $1B, growing 10x faster than the median public SaaS. We all know money talks — we're teaching it to think. Getting big no longer means getting slow.
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on @TBPN in 45 minutes to chat Cursor, AI and what's ahead in '26 !
Good morning. On today’s show: – Jeffrey Katzenberg (WndrCo) – @cameron (Gemini) – @tyler (Gemini) – @spencermpeter (Coatue) – @AndrewDudum (Hims & Hers) – @maxhodak_ (Science) – @melisatokmak (Nectic) – @tomascooking (Alembic) See you on the stream.
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We’re thrilled to partner with @cursor_ai and lead their Series D. Watch my partner @spencermpeter live today on @tbpn @ noon pt today... @jordihays @johncoogan
We've raised $2.3B in Series D funding from Accel, Andreessen Horowitz, Coatue, Thrive, Nvidia, and Google. We're also happy to share that Cursor has grown to over $1B in annualized revenue and now produces more code than any other agent in the world. This funding will allow
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After adopting Cursor, businesses merge ~40% more PRs each week. New economics research from the University of Chicago.
Who uses AI agents? How do agents impact output? How might agents change work patterns? New working paper studies usage + impacts of coding agents (1/n)
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the “Information Superhighway” was a big idea in the 90s news, media, video chat — all personalized and “all on your TV” of course all this did happen, but on PC & cell, not on a television! smartphones are ubiquitous & great, but as LLMs improve, things really could change..
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The degree to which things said by execs at the AI labs are distorted & taken out of context is astounding. People demand they share their plans/thoughts but whenever they do someone immediately crafts the least charitable interpretation physically possible to create clickbait
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OAI has scaled from zero to 1M+ business customers in less than three years to contextualize just how crazy this is: - Hubspot: 250K customers - Salesforce 150K - ServiceNow: 10K - Palantir: 1K --> all ~20+ years old hard to fathom the trajectory of this trend & OpenAI
we are grateful to the more than 1 million business customers building with us https://t.co/WNzePbTqX5
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Brex's new agent product is saving $56m in annual salary to build this, Brex created a completely new codebase — 80% written by AI the ROI story is becoming undeniable:
Brex 2025 Fall Release: Introducing Intelligent Finance. AI agents are on their way to multiply your speed and control 🤖 They will handle expense tasks, audit spend, flag risks, and resolve issues for you. All based on your rules, and with full transparency. 0:02 Agents on
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“I already have enough money; I like having an interesting life” s-tier stuff
@yacineMTB if i were like, a sports star or an artist or something, and just really cared about doing a great job at my thing, and was up at 5 am practicing free throws or whatever, that would seem pretty normal right? the first part of openai was unbelievably fun; we did what i believe is
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for the best AI companies, the line between model & app is going to blur big congrats to Cursor on this launch: - new, very fast model - agents ux lift - multiple agents/models at once - browser - and more!
Introducing Cursor 2.0. Our first coding model and the best way to code with agents.
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so much of work is what I like to call the “work around work” - switching between systems, chasing context, and stitching tools together to get things done company knowledge in chatgpt now does this for you it can reason across tools like slack, sharepoint, google drive,
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