(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding…
This is our full interview with Thomas Laffont, recorded live on TBPN. We discuss his upbringing between Paris and New York, his determined path into Hollywood through CAA’s mailroom, and the lessons…
(00:45) - Meta Employees Tokenmaxxing (15:43) - Intel Joins the Terafab Project (29:59) - Corporate Retreat Gone Wrong (45:34) - Big Tech Teams up Against China (53:01) - 𝕏 Timeline Reactions…
AI is rewriting how boards, startups, and public markets think about growth and risk. In this 4-minute summary (original 29 minutes), host Molly O'Shea and guest Thomas Laffont of Coatue cut to the…
Thomas Laffont, Co-Founder of $70B AUM Coatue, joins Sourcery to break down how AI is reshaping both private and public markets—from Coatue’s investment in Anthropic’s $30B Series G at a $380B…
AI adoption is rearranging markets faster than most boards expected — and investors must adapt or be re‑rated. In this 3‑minute summary (original 29 minutes), host Molly O'Shea and guest Thomas…
Thomas Laffont is the co-founder of Coatue, one of the world’s largest technology investment platforms active in both the public and private markets. Thomas leads the firm’s private investment…
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super…
(0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown…
(3:04) Thomas presents "The State of the Unicorn Economy" (21:34) Venture capital's relative underperformance over the past decade (30:45) Fixing what's broken in startups and VC