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.

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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

One thing that's different to me about this era versus the prior eras in which I was an investor is that almost every sector of the economy is being transformed at the moment.

So we know some of the obvious ones, software, but look at telco.

I believe that within a few years, Starlink will power a device which will actually enable you to make a phone call anywhere in the world.

And we think that's a solved problem, but every time we get a dropped call, we get reminded that there's a better technology out there.

So back to Nikesh's framework on profit pools, I think the Starlink profit pool is the telco global profit pool of broadband and wireless.

We know compute is driving massive changes in semis.

We had senators earlier on telling us how data centers have changed the energy equation in Pennsylvania.

Just think about the auto business.

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.

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