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

And thankfully, we have a great group to help us navigate what the next two years will look like.

Yeah, so I think the first breakdown I would submit is

On the positive side of the ledger, the outcomes are big.

We're seeing outcomes that we never thought possible in private companies, and I think that's good just generally for our ecosystem.

So we have big outcomes.

It's really why I wanted to kind of show that SpaceX slide.

It was somewhat counterintuitive to me on the launch business.

Why is it that the company would be valued more as it launched more?

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.

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