Thomas Laffont, every mention
5 scenes · ← back to Thomas Laffont
tap a year for its mentions
every year anyone Brad Gerstner 4Bill Gurley 2
Verbatim, from the transcripts: the passages where Thomas 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…
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:05 Bill Gurley So, um, Philippe and Thomas Lafont, who run COTU, started a conference, I'm gonna guess about eight or nine years ago, um, titled East meets West.
- ▶ 18:53 Brad Gerstner Uh, you know, Thomas took us through that and, you know, I'll, I'll, I'll lead up to the conversation on IPOs, which I think is really interesting.
- ▶ 24:51 Brad Gerstner And I think, um, there's this question that we've debated amongst ourselves, with our friends, with Thomas and Philippe about how big you need to be.
- ▶ 27:08 Brad Gerstner Um, Thomas presented other paths to liquidity. 2 times in the scene