LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI
Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A
-- The $4T AI IPO Wave
-- 2026's Unicorn Economy
-- The 10X Paradox
-- Unprecedented Liquidity
(0:00) Coatue's Thomas Laffont joins the Besties!
(0:30) Public markets are back as AI is dominates the "Unicorn Economy"
(5:15) The $4T AI IPO explosion
(7:48) The case for SpaceX: Compounding launch monopoly and Starlink
(10:38) The 10x Paradox: Why we're seeing unprecedented scaling
(15:33) Segmenting AI markets and future impact
(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion
Thanks to our partners for making this possible!
EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://t.co/c6sx2BeVNd
NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw
Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa
@bourscheid@mattvanswol How is it hate? I agree he uses the red warning light way too much, but aren't all the posts highlighting things that need attention?
Agree with what you said. Everyone should be playing crypto as they would in Vegas. Only gamble what you can afford to lose. Then no matter what happens, it's no big deal. Having said that, with these big corporations pouring money into BTC, it's not going anywhere.
PS -- I'm up over 1000% on doge. 🤣. Vegas baby!!!!
@RogerB65082370@libsoftiktok@GregAbbott_TX I really wish there were a rule that only the state and national flags can be flown. This way, there can be no arguments about flags.
From what I have seen, the issue is noise, electricity, and water. Really, no one wants to hear the noise from these, and I don't blame them. You also need to make sure they are in an area with plenty of water and electricity to spare. Does Nevada have that extra water? What state offers these? That's where they should be built.
@MarindaVannoy1 Someone pointed out that it was Arnold who passed the current election system. For some reason, I thought this was passed early in Newsom's career. Thanks for the correction. No matter who passed it, it is still dumb!
@MarindaVannoy1 I hate to say it, but this fight between Hilton and Bianco will result in no republicans moving on. They can thank Newsom for this ridiculous system currently in place.