PERSON DIRECTORY
Michael Barton
Michael Barton appears in 1 indexed conversation across Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy
AI monetization is emerging in advertising, with Meta growth in the mid-to-high 20s versus 15% expected, Google Search in the mid-teens, and Instagram time spent up 15% after GPU upgrades.Coatue is rebuilding research around AI, while Reddit’s AI Overviews presence rose from 2% to 15%; value capture among Cursor, the labs, Google, and agentic commerce remains unresolved.