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

And I know it's hard, but at least I have TSMC to help me.

If I want to make memory, well, there is no TSMC.

So what should the memory multiples be versus ASIC chips, as an example?

Would you have predicted that out of curiosity?

Well, the first thing that comes to mind is I remember when David was so bearish California real estate.

We'll see whether this influx of capital.

The one thing I'll say on SpaceX, and look, I don't know whether 1.75 is the right price for the IPO.

And frankly, I have no clue.

What I do know is that the global profit pool of telco and service providers across the world is anywhere between two to 400 billion, depending on who you want to address, right?

So you do have to think about a company that just in a core business, which by the way, wasn't even in a couple of years ago, is addressing a profit pool of multiple hundreds of billions of dollars with a substantially better product, right?

I think all of us, when you think about Starlink, works all the time, no radio towers, you know, et cetera.

So I go back to it and I think it's hard to know Chamath because we've never had anything like this before, right?

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?

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