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
So I think at least we have a number of big outcomes and those outcomes will be public within, it seems like a 12 month period.
So if I think about, you know, the Zerp era where the outcomes were smaller,
and companies were not going public, I think at least in this era, we have big outcomes and a desire of these companies to go public, right?
I think both Anthropic and OpenAI are both publicly saying that they want to be public.
So I would say that's good.
I'd say the biggest issue is, it seems like we're talking about K-shape and power law in every aspect of
life, and it seems like that's the case in startups as well.
So we've seen, if you looked at my Centricorn slide, we've really kind of been stuck at this number for a little bit now.
So I think, Jaykal, I think the point that you're asking is if we were to see no new Centricorns right in the next decade, we've basically not really seen any new one in the past couple of years, I think that's going to be a warning sign kind of for us.
Yeah, look, that obviously was the right strategy for the past five years.
The question is about the next five years.
Correct.
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.
Showing 421–440 of 504 · page 22 of 26
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