Philippe Laffont, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 5Bill Gurley 3
Verbatim, from the transcripts: the passages where Philippe Laffont comes up
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 32:06 Bill Gurley You look at that Amazon example, when we spoke to the, the, uh, LaFont brothers at Code Two, where they're, they're not keeping up with the, the NVIDIA purchases relative to their AWS share, and so there are a few companies that are back…
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:16 Brad Gerstner And, you know, I heard somebody come out and say, you know, maybe it was Philippe on the all-in pod.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 35:24 Bill Gurley Our friends at All In, um, talked about this a little bit on their pod last Friday, and then at their conference, Thomas Lafon of Code Two had a long presentation that I think is where everyone worth looking at that kind of sets this up.
- ▶ 56:03 Bill Gurley And, you know, once you've gone to that place, which is ironically the same number, I think, where Philippe Lafont said you got to be to go public these days.
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:41 Brad Gerstner And of course, there was a tweet last week about Philippe Lafont, who I think was speaking at 3 times in the scene
- ▶ 21:59 Brad Gerstner Philippe, is it a billion or is it seven hundred million?