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

(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.
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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.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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