The Ledger

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Assertion Not yet assessed · timeframe Mar 2026

Laffont: Microsoft lost nearly $1T in value over AI positioning concerns

“Microsoft, as an example, I think has lost almost a trillion dollars of value over that timeframe as people are questioning their positioning kind of in AI.”

Thomas Laffont Mar 6, 2026 ▶ 7:16 Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea

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The Ledger

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