Thomas Laffont
speaker
504 appearances
2 recordings
2 series
first heard Jun 2026
last heard 4 Jun
Thomas Laffont’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
Why do you think I waited to make my world podcast premiere for All In?
All the ankle biters called and I said, no, I'm just going to wait.
I'm going to wait until the besties call.
Cotu is one of the most successful hedge funds of the last two decades.
$55 billion under management.
The reason we decided to kind of get into this business is to find great entrepreneurs and find great companies.
We're in an idea business.
And when you have a truly revolutionary idea, it can get really big.
I hope to do something a little bit different.
Besties, you've been on for a couple hours, so you can take a break now for a few minutes.
Sit back.
We are going to show you some slides, and we're going to walk you through really an update on the unicorn economy.
So the markets are back.
We can see that the unicorn economy on average since September of 24 is up 70%.
I think that's intuitive to a lot of us.
But what's even more amazing is that the public market has really made the same move up.
So if we look at the share of the unicorn economy of the NASDAQ, which had a significant move up since 2015, it's really kind of plateaued over the past few years.
And I think it speaks to the performance of public companies like Palo Alto and others.
So AI is dominating fundraising.
What's kind of interesting in this slide is you can see their share continues to increase.
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