PERSON DIRECTORY
Lucas Swisher
Lucas Swisher appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
Language
Insights from Coatue's Growth Investor Lucas Swisher
AI has destabilized SaaS terminal value, pushing Coatue toward private platform companies and mega-markets where valuation is considered after growth, durability, and expansion potential.The underwriting hurdle now demands companies capable of reaching roughly $5 billion of revenue with at least 30% margins, while concentration and repeated investment determine whether fund economics can support exceptional outcomes.