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 over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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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.

So where is that revenue coming from?

Well, if we break it down, we can see, we kind of estimate three key pillars to this industry.

One we know, consumer.

Number of subs times an ARPU.

That gives you your consumer revenue.

One that I think a lot of people forget, but it's ads.

We estimate currently that about a quarter of ads served by Meta and Google are AI-enabled.

We think that penetration will eventually go to 100%.

That's $150 billion.

And then obviously, we all know about the breakthroughs in enterprise and what Cloud Code and Codex are doing inside of those businesses.

So if you add all these together, you get a good sense of the size of this ecosystem.

So this will be kind of my second to last slide.

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