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
I was very proud to be a board member for a long time and led the Series B. But if you look at the company's funding history, you can see where I put the little construction icon.
That it took a long time and there were some dark periods, multiple years of no new capital, of hard grind to develop their technology.
All of that time leading up to a massive OpenAI contract, which then quintupled the value of the company.
But we know Cerebrus has been successful, and frankly it's not just Cerebrus.
Semis are on a generational run.
I was just talking about this with my friend Brad Gerstner earlier.
This is just since 2024, the all-in summit.
You can see how much the semiconductor industry has outperformed the index.
What will happen in the future, well,
One takeaway from having listened to a lot of speakers this morning is that there seems to be wide agreement that the more an AI system knows about your business or you as a user, the more useful it is.
You want to know when you go and book a restaurant that it knows already your preferences, whether it's what time you like to eat or what food you like to have, etc.
So we think ultimately that in this era, the amount of memory per user could quintuple just based on the demand that these AI systems are requiring to provide their services.
That helps explain why we've seen some of these moves in these memory companies.
And then I want to finish on a point that I think has a lot of controversy, which is where's the revenue?
If we remember over the past 12 to 24 months, there's been a lot of discussion about, is there revenue?
Is there ROI?
Where's this associated with?
So we tried to look and say, okay, what is the size ultimately of the AI ecosystem?
We believe that it's about 140 billion today.
It'll be about 300 billion this year and it'll double in 2027.
Showing 361–380 of 504 · page 19 of 26
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