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Coatue

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Sunday Robotics 16 Mar 2026Series B165M

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Spencer Petersongeneral partner Lucas Swisherfounding partner

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Coatue's Spencer Peterson on Cursor hitting $1B ARR and what makes a 'transcendent' AI company

Coatue's Lucas Swisher: AI capex demand is real, stablecoins are crypto's second killer use case, and quality is the only ZERP lesson that matters