This podcast episode explores the Coatue's East Meets West 2024 conference, which brings together entrepreneurs from Silicon Valley and China. The conference emphasizes collaboration and trust among competitors in the industry. It discusses the potential of AI and software, the challenges and considerations for software companies going public, and the impact of Institutional Shareholder Services (ISS) on corporate governance. The episode also highlights the importance of resilience during potential AI winters and the significance of shareholder alignment. Overall, the discussion revolves around the evolving investment landscape, the potential benefits of AI companies going public, and the implications of de-globalization.
