Thomas Laffont

“Thomas LaFont — he is Coatue's Founding Partner, and at the same time he spent a long time researching semiconductors. So he was very excited about the pitch I was giving, then started telling me he had invested in a very disruptive company called Cerebras.”

“Examples in the centacorn tier include Tesla, Nvidia, Broadcom, Meta, Amazon, and Apple.”

“Thomas Laffont from Coatue presented this data… 31% of $100B+ companies have gone on to 10x.”

“I was just talking about this with my friend Brad Gerstner earlier...you can see how much the semiconductor industry has outperformed the index.”

“Mathematically, if you put both together, you can see that the funding per unicorn has increased 5x since 2021. So we have fewer unicorns that are each raising more.”

“Back to Nikesh's framework on profit pools, I think the Starlink profit pool is the telco global profit pool of broadband and wireless.”