Laffont: Anthropic is scaling faster than any previous tech company
Thomas Laffont · Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It · Jun 4, 2026 · at 10:39
Coatue co-founder Thomas Laffont compares current AI scaling trajectories against PC, internet, and mobile eras at the All-In Liquidity Summit 2026.
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“Anthropic in particular is scaling like no other company that we've ever seen.”
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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.”