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Thomas Laffont

11 statements across 2 episodes · 8 bullish · 3 bearish · 1 people on the record · first statement Sep 26, 2024 by Thomas Laffont · said 10 times in 5 episodes since 2024 · across every show →

On the record as a speaker too: Thomas Laffont's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by David Sacks (5), Chamath Palihapitiya (3), Jason Calacanis (1), David Friedberg (1)

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2026 7 mentions in 2 episodes 4 per episode
2025 1 mention in 1 episode
2024 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Thomas Laffont, oldest first

Sep 26, 2024 bearish
Prediction Not checkable as stated
Laffont: Venture industry faces LP backlash if startups fail to IPO
“If we don't get these companies to go public in my opinion, we are as an industry gonna have to face really hard questions with the ultimate funders of our industry, who, by the way, are not our funds, but are the investors in our funds, right? And eventually,…”
Thomas Laffont Sep 26, 2024 ▶ 26:47 Thomas Laffont | All-In Summit 2024
Sep 26, 2024 bearish
Assertion Supported
Laffont: Annual IPO volume from 2022 to 2024 fell below 2008 levels
“The fact is that since 2022, both in 22, 23, and 24, we had fewer IPOs than in 2008 and 2009, the depths of the financial crisis, and 2001 and 2002, post the greatest bubble in history in tech.”
Thomas Laffont Sep 26, 2024 ▶ 11:24 Thomas Laffont | All-In Summit 2024
Sep 26, 2024 bearish
Assertion Supported
Laffont: Post-2020 IPOs destroyed $225B in market cap versus $84B created
“Of all of the IPOs since 2020, if you look at the value created or destroyed from their IPO price, you can see it as a cohort, we've destroyed almost two hundred twenty five billion in market cap, offset by the value creation of 84. So, net negative as a cohor…”
Thomas Laffont Sep 26, 2024 ▶ 10:54 Thomas Laffont | All-In Summit 2024
Jun 4, 2026 bullish
Prediction Not checkable as stated
Laffont: Governments and companies will seek to own private satellite constellations
“We believe that a wide variety of companies and governments and militaries will want to own their own constellations so they can control their own destiny.”
Thomas Laffont Jun 4, 2026 ▶ 9:49 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 bullish
Opinion
Laffont: Narrative that AI models are commodities is thoroughly disproven
“I do think that the narrative of, oh, these models are commodities, and these companies are gonna get, I think, that's been pretty thoroughly disproven now, right?”
Thomas Laffont Jun 4, 2026 ▶ 25:02 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 bullish
Prediction Held up
Laffont: SpaceX will go public in the next few weeks
“That doesn't include three companies that we know will be coming public pretty shortly, SpaceX obviously in the next few weeks, and we know Anthropic just today, the headlines hit that they've submitted confidentially for their S-one.”
Thomas Laffont Jun 4, 2026 ▶ 5:16 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 bullish
Prediction Not checkable as stated
Laffont: Memory required per user could quintuple due to AI demands
“So we think ultimately that in this era, the amount of memory per user could quintuple just based on the demand that these AI systems are requiring to provide their services.”
Thomas Laffont Jun 4, 2026 ▶ 14:22 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 positive
Assertion Not checkable as stated
Laffont: Centacorns have a 31% chance of 10x-ing to $1 Trillion
“So the data showed us that if you're a unicorn, the odds of you one day becoming a Decacorn are about eight percent. If you're a Decacorn, so that means you're over ten billion, the odds of you becoming a hundred billion dollar company, not much better. Eight …”
Thomas Laffont Jun 4, 2026 ▶ 11:24 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 positive
Assertion Not checkable as stated
Laffont: Launch cadence is top driver of SpaceX valuation
“The number one driver correlated to the valuation of SpaceX is cadence of launches.”
Thomas Laffont Jun 4, 2026 ▶ 8:06 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 bullish
Assertion Not checkable as stated
Laffont: Anthropic is scaling faster than any previous tech company
“Anthropic in particular is scaling like no other company that we've ever seen.”
Thomas Laffont Jun 4, 2026 ▶ 10:39 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Jun 4, 2026 positive
Assertion Partly supported
Laffont: Anthropic was reported to have achieved a profitable month
“Shown that Anthropic even had a profitable month, I believe, is what was reported.”
Thomas Laffont Jun 4, 2026 ▶ 22:51 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
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