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max cook

T3 · host / generalist

Investor at Coatue (referred to as COTU in transcript) focusing on AI infrastructure, open vs closed model dynamics, and enterprise AI adoption trends.

4 calls·4 names·100% bull·last heard 23 days ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$MDBMongoDB

MongoDB benefiting from AI app production growth

MongoDB and similar data infrastructure companies are tied to growth in AI app production and development, and will continue to perform well as AI application layer expands.

Sourcery VC2026-07→
2ndmedium conviction
$DDOGDatadog

Datadog benefiting from AI app production growth

Datadog and similar data infrastructure companies are tied to growth in AI app production and development, and will continue to perform well as AI application layer expands.

Sourcery VC2026-07→
3rdmedium conviction
$DATABRICKSDatabricks

Databricks benefiting from AI app production growth

Databricks and similar data infrastructure companies are tied to growth in AI app production and development, and will continue to perform well as AI application layer expands.

Sourcery VC2026-07→

most discussed · click a bar to filter

recurring themes

4 total
$MDB
···
MongoDB
MEDmax cook·Sourcery VC·23 days ago
MongoDB benefiting from AI app production growth
MongoDB and similar data infrastructure companies are tied to growth in AI app production and development, and will continue to perform well as AI application layer expands.
"you've seen it in some of the public software companies already in private too. Snowflake, data bricks, uh, data dog, all of these businesses that are tied to growth in AI app pro…"
6:07
$DDOG
···
Datadog
MEDmax cook·Sourcery VC·23 days ago
Datadog benefiting from AI app production growth
Datadog and similar data infrastructure companies are tied to growth in AI app production and development, and will continue to perform well as AI application layer expands.
"you've seen it in some of the public software companies already in private too. Snowflake, data bricks, uh, data dog, all of these businesses that are tied to growth in AI app pro…"
6:07
$DATABRICKS
Databricks
MEDmax cook·Sourcery VC·23 days ago
Databricks benefiting from AI app production growth
Databricks and similar data infrastructure companies are tied to growth in AI app production and development, and will continue to perform well as AI application layer expands.
"you've seen it in some of the public software companies already in private too. Snowflake, data bricks, uh, data dog, all of these businesses that are tied to growth in AI app pro…"
6:07
$SNOW
···
Snowflake
MEDmax cook·Sourcery VC·23 days ago
Snowflake benefiting from AI app production growth
Snowflake and similar data infrastructure companies are tied to growth in AI app production and development, and will continue to perform well as AI application layer expands.
"you've seen it in some of the public software companies already in private too. Snowflake, data bricks, uh, data dog, all of these businesses that are tied to growth in AI app pro…"
6:07