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Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
2026-06-05 32:45

Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox

() Coatue's Thomas Laffont joins the Besties!

() Public markets are back as AI is dominates the "Unicorn Economy"

() The $4T AI IPO explosion

() The case for SpaceX: Compounding launch monopoly and Starlink

() The 10x Paradox: Why we're seeing unprecedented scaling

() Segmenting AI markets and future impact

() 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

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Intro Music Credit:

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32:45

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