Teahose.
SIGN IN
NEW HERE — WHAT TEAHOSE DOES
We read the entire AI & tech firehose — so you don't have to.
PODPodcastsAll-In, No Priors, Acquired…
NEWNewslettersStratechery, Newcomer…
PAPPapersPhysical AI research
PHProduct Huntdaily launches
VCInvestor ScoutSequoia, a16z, Benchmark…
CLAUDE DISTILLS →
7 reads, 30 sec each — free, 6 AM ET.
+ a live graph of the companies, people & themes underneath.
HOME/PEOPLE/THOMAS LAFONT
// PERSON

Thomas Lafont

ROLE INVESTORMENTIONS 2LAST SEEN JUNE 13, 2026
// BIO

Venture capital analyst who presented data on unicorn-to-decacorn valuation progression rates at the All In Summit.

Discussed in
// RECENT MENTIONS
// SIGNALS
2 SIGNALS
01
mention·All In·JUNE 13, 2026

The odds of a unicorn getting to decacorn was 8%. The odds of a decacorn getting to a centacorn was about double that, 13%. And then the odds of it going from centacorn to a trillion dollar market cap was 31%.

Source
02
mention·All In·JUNE 7, 2026

It's a neobank that has a completely next generation stack... they're doing really well in Europe. They're coming to the United States. The founder seems to be just an absolute star. Tens of millions of customers. 14 lines of business. They're like a billion dollars in revenue.

Source

AI-extracted from podcast / newsletter / paper summaries. May contain errors.