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

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

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All-In with Chamath, Jason, Sacks & Friedberg · Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox · 4 Jun 2026 podcast

And so I'm very excited to see these companies go public, withstand the scrutiny of short sellers, pontificators, debaters, politicians, kind of, et cetera.

I don't want to read too much into it because the N of those companies is so small.

And look at Anthropic, right?

Anthropic pre-clot code was a completely different company than post-clot code, right?

So one event completely dented the trajectory of almost that entire industry.

So it's hard for me to know whether that's truly, you know, whether these companies were like the mule in the foundation series, something that could never be predicted and just came out of nowhere and it was just a one-time thing.

You know, we'll see.

I do think that the narrative of, oh, these models are commodities and these companies are going to get, I think that's been pretty thoroughly disproven now, right?

The reason I make a deck like this, and in some ways I should thank you guys, because when I do something like this for you guys, and it is a tremendous amount of time from myself and our team, and we really want to present you with accurate information.

So the past two weeks has pretty much been a full-time job doing this.

But for me, it re-anchors my conviction around what to do.

I can't go and listen to a thousand people and then I get distracted and I don't know what I'm thinking anymore.

So going back to these ground truths of numbers and valuation bring me back to a point of, okay, conviction.

Right?

So for me, whenever I try and understand the world, I go back to, okay, what do I understand?

I understand models.

I understand numbers.

Let me go back and kind of peel this out.

What I think hopefully the deck will show is, look, there is substantial reasons for why, right?

If you look at the trillion dollar companies that became trillion dollar companies in a matter of weeks,

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