Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
June 4, 2026 · 33 min
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Show notes
() 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
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