
The Rise by Nucleus
Lucas Swisher (Coatue) | #1 Growth in the Nucleus 100, From Oklahoma to Coatue
Lucas Swisher is the Co-Lead of Growth at Coatue and the number one Growth investor in the Nucleus 100. On this episode we open on the Nucleus 100, why we built it, and why Lucas landed at the top of Growth. Then he traces the path. Oklahoma to Insight to Kleiner to Coatue OpenAI. Anthropic. Rippling. Deel. OpenEvidence. Glean. Cyera. Scale. Figma. We get into how Coatue wins. The public-private edge. Real allocation in rounds everyone fights for. How he holds conviction when the cost of being right keeps climbing. His advice for folks getting started is excellent, and we were grateful to have him on. Listen and it is not hard to see why he sits at the top of Growth. Learn More About Nucleus: https://nucleustalent.io/ Nucleus 100: https://nucleustalent.io/growth100 Follow Alex: https://x.com/alexklein0x Timestamps: 0:00 - Lucas Swisher, #1 in Nucleus 100 Growth 1:35 - Coatue as a Team Sport 4:21 - The Platform Edge in Growth 6:36 - Oklahoma to Investing 9:44 - The Insight Bootcamp 11:43 - Modeling Lessons from Kleiner 15:58 - Why Lucas Joined Coatue 19:15 - The Public-Private Flywheel 28:21 - Coatue's AI Origin Story 32:39 - Lucas' Advice, Give First 37:30 - Physical AI Escapes the Screen #venturecapital #investing #podcast #vc #startup #tech


