About This Episode
<p>(0:00) Coatue's Thomas Laffont joins the Besties!</p> <p>(0:30) Public markets are back as AI is dominates the "Unicorn Economy"</p> <p>(5:15) The $4T AI IPO explosion</p> <p>(7:48) The case for SpaceX: Compounding launch monopoly and Starlink</p> <p>(10:38) The 10x Paradox: Why we're seeing unprecedented scaling</p> <p>(15:33) Segmenting AI markets and future impact</p> <p>(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion</p> <p>Thanks to our partners for making this possible!</p> <p>EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.</p> <p><a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship</a></p> <p>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.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Apply for Summit 2026:</p> <p>https://allin.com/events</p> <p>Follow the besties:</p> <p>https://x.com/chamath</p> <p>https://x.com/Jason</p> <p>https://x.com/DavidSacks</p> <p>https://x.com/friedberg</p> <p>Follow on X:</p> <p>https://x.com/theallinpod</p> <p>Follow on Instagram:</p> <p>https://www.instagram.com/theallinpod</p> <p>Follow on TikTok:</p> <p>https://www.tiktok.com/@theallinpod</p> <p>Follow on LinkedIn:</p> <p>https://www.linkedin.com/company/allinpod</p> <p>Intro Music Credit:</p> <p>https://rb.gy/tppkzl</p> <p>https://x.com/yung_spielburg</p>