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.

Appearances

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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

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,

These are not fake companies.

These companies have been around for decades, right?

And they traded the lowest multiple of earnings of the S&P 500 of almost any other company.

So there is kind of something kind of real happening.

But a picked up energy there that just got released.

Correct.

And now it's like, well, someone made a point to me on, you'll like this, on memory, right?

They said, well, if I want to design a chip like OpenAI, I can go to TSMC.

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