Laffont: SpaceX will go public in the next few weeks
Thomas Laffont · Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It · Jun 4, 2026 · at 5:16
Coatue co-founder Thomas Laffont speaks at the All-In Summit 2026 about liquidity events and tech company exits.
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“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.”
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More from Thomas Laffont
Lafont: Apple stock would rise if it acquired OpenAI for $500B
“I actually think it would go up, not down, even if they did something like that.”
Lafont: Anthropic captured 70% of public SaaS net new ARR in Q1
“I think, and this is order of magnitude correct, that Anthropic in Q-one added 70% of the net new ARR in the SaaS industry, right, defined by public SaaS companies, right?”
Lafont: Intel's decline stems from complete failure of corporate governance
“I think Intel really missed. It's a complete abdication of corporate governance at the board level and the CO levels.”
Laffont: AI ecosystem revenue will hit $300B this year and double next
“We believe that it's about a hundred forty billion today. It'll be about three hundred billion this year, and it'll double in twenty-twenty-seven.”
Lafont: Nvidia and Tesla are top picks for 5-year AI dominance
“Look, I think to me, number one, I still think NVIDIA, right? I don't see the GPU kind of getting displaced. I see additional architectures kind of coming on board, right? And growing the market. But at the end of the day, all roads still lead to the GPU for a…”
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.”