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 months
2 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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Right?
The one pushback I would have just on the valuation argument is these are not fake companies.
No, absolutely not.
I remember the bubble in 2000.
I also remember 2021.
These are companies generating substantial revenue at scale that are growing faster than anything we've ever seen.
So, you know, these businesses are real and they're performing, and I think it was widely shown that Anthropic even had a profitable month, I believe, is what was reported.
So, you know, they're also kind of profitable.
But ultimately, and I think, Chamath, you agree with this, the public market is the great...
Test.
Equalizer.
Yes.
Yeah.
The scale.
It will be the great antiseptic.
It will not care about my bullshit presentation or, you know.
And so I love that.
I love that these companies are going to have to face the scrutiny, both SpaceX, OpenAI, and Anthropic.
of the market, right?
And ultimately, I'm a big believer in the market.
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