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'm sure a lot of us followed what happened to Ferrari last week, trying to introduce a new technology of electric and autonomous.
Begging the question of what is the future of that franchise in an autonomous and electric world.
And I think the response to that car kind of fed into this narrative.
And then obviously in consumer, we know GLPs are having a profound impact on consumption of food, alcohol, composition of diet, and a huge focus kind of on wellness.
So if we put all that together, what are our takeaways?
Well, my first takeaway is that the new unicorn economy is healthier.
And we really have kind of AI to thank for that.
The winners are compounding faster than ever, which means the costs of not being in a winner are higher than ever.
Disruption is impacting every part of the global economy.
And by the way, we don't even have super intelligence yet.
So if I think that it was about two years since my last all-in summit, I started thinking, well, gee, what could this look like in two years?
And we know it's going to be a really interesting time.
And thankfully, we have a great group to help us navigate what the next two years will look like.
Yeah, so I think the first breakdown I would submit is
On the positive side of the ledger, the outcomes are big.
We're seeing outcomes that we never thought possible in private companies, and I think that's good just generally for our ecosystem.
So we have big outcomes.
It's really why I wanted to kind of show that SpaceX slide.
It was somewhat counterintuitive to me on the launch business.
Why is it that the company would be valued more as it launched more?
Showing 401–420 of 504 · page 21 of 26
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