Philippe Lafon

3 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 22, 2024 by Philippe Laffont · across every show →

Everything said about Philippe Lafon, oldest first

Jun 22, 2024 bearish
Prediction Not checkable as stated
Lafont: VC will face fewer but bigger exits, increasing risk
“There's gonna be less exits and bigger exits. So it's gonna make the business that much more risky.”
Philippe Laffont Jun 22, 2024 ▶ 38:52 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 22, 2024 negative
Insight
Lafont: Government tech M&A blocks backfire and harm small companies
“What's weird to me is that the government By trying to protect small companies and not allowing big companies to buy small companies. So big companies get bigger. I think it's got the reverse effect where now small companies have one less chance of winning. An…”
Philippe Laffont Jun 22, 2024 ▶ 39:12 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 22, 2024 neutral
Insight
Lafont: Large unicorn IPOs require $1B in revenue and breakeven path
“There's two criteria as one is, can you get to a billion of revenue? Open AI would be check, check, check the box. But the second one is, do you have a sort of a break even or a path to break even?”
Philippe Laffont Jun 22, 2024 ▶ 37:28 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
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