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Thomas Lafont

3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 25, 2025 by Thomas Laffont · said 18 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by Jason Calacanis (14), Chamath Palihapitiya (3), David Sacks (1)

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2025 17 mentions in 2 episodes 9 per episode
2022 1 mention in 1 episode

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Everything said about Thomas Lafont, oldest first

Jan 25, 2025 negative
Opinion
Lafont: Davos has become a counter-indicator
“I think it's a counter indicator now.”
Thomas Laffont Jan 25, 2025 ▶ 28:16 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Jun 21, 2025 bullish
Opinion
Lafont: Synthetic index of AWS, Azure, and GCP is all investors need
“Well, I think all four of us would agree that if we could synthetically own AWS, Azure, and GCP, if I could somehow automagically create an index of all three of those businesses, right, over the next five years, you wouldn't need to own anything else.”
Thomas Laffont Jun 21, 2025 ▶ 1:36:44 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jun 13, 2026 neutral
Assertion Supported
Sacks: Data shows centicorns have a 31% chance of reaching $1T market cap
“The odds of a unicorn getting to decacorn was eight percent. The odds of a decacorn getting to a cenacorn was about double that. 13%. And then the odds of it going from cenacorn to a trillion dollar market cap was 31%.”
David Sacks Jun 13, 2026 ▶ 1:00:52 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
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