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All-In PodcastThomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
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Episode Details
EPISODE INFO
- Released
- June 4, 2026
- Duration
- 32m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(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 - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship 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://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg #allin #tech #news
SPEAKERS
Thomas Laffont
guestFounder and managing partner of Coatue Management, an investment firm focused on technology and growth equities.
David Sacks
hostGeneral partner at Craft Ventures and tech entrepreneur (former PayPal executive), co-host of the All-In podcast.
Chamath Palihapitiya
hostFounder of Social Capital and venture capitalist, co-host of the All-In podcast.
Jason Calacanis
hostAngel investor and entrepreneur (LAUNCH founder), primary moderator/co-host of the All-In podcast.
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Thomas Laffont and David Sacks, Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It explores AI concentrates capital, accelerates compounding, and sets up massive IPO liquidity Thomas Laffont presents a data-driven update on the “Unicorn Economy,” arguing public and private markets have rebounded and that AI is increasingly dominating fundraising.
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