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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
The ultimate question would be if you look a bit in the ride sharing wars and in food delivery wars, at some point that excess capital was used to have a price war.
Could we see a price war between OpenAI and Anthropic as a question, right?
if these companies have so much capital, is one of them ever going to pull a price lever to try and compete with the other?
Rationally, they should.
They should.
So we might see things that we can't predict today, right?
Where companies might say, well, I have my $200 billion of cash.
Now, the issue is they're spending so much on infrastructure, right?
So it's not obvious.
But I do think we're going to see some counterintuitive
changes, you guys will discuss them on the show every week, and hopefully I'll come back in two years and analyze what went right and what went wrong.
Yeah, let's lock it in.
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.
Showing 241–260 of 504 · page 13 of 26
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