Thomas Laffont

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"Whether these companies were like the mule in the Foundation series, something that could never be predicted and just came out of nowhere."

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"Because if you look at the ChatGPT moment that we know happened, look at how much these companies, the largest in the world, have invested in enabling and creating this change."

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"Salesforce on the way just in January."

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"Anthropic in particular is scaling like no other company that we've ever seen. Anthropic even had a profitable month, I believe, is what was reported."

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"Look at the diversity. SpaceX, Stripe, Anthropic, Data Bricks, Revolut, ByteDance, Candereno. We have internet, we have AI, we have fintech, we have space tech."

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"If I want to design a chip like OpenAI, I can go to TSMC. If I want to make memory, well, there is no TSMC."

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"We all know about the breakthroughs in enterprise and what cloud code and Codex are doing inside of those businesses."

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"I think it speaks to the performance of public companies like Palo Alto and others."

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"Look at the diversity. SpaceX, Stripe, Anthropic, Data Bricks, Revolut, ByteDance, Candereno."

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"I'm sure a lot of us followed what happened to Ferrari last week, trying to introduce a new technology of electric and autonomous."

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"Just a few months in, these companies passed Workday, a pretty incredible HR company."

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"Look at the diversity. SpaceX, Stripe, Anthropic, Data Bricks, Revolut, ByteDance, Candereno."

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"By the end of the year could be bigger than AWS and potentially bigger than all of Microsoft by 2028."

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"Potentially bigger than all of Microsoft by 2028."

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"Then it was ServiceNow. It was Adobe by the end of the year."

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"Now even bigger than Google Cloud and Azure."

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"Now even bigger than Google Cloud and Azure. By the end of the year could be bigger than AWS."

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"If you look at the share of the unicorn economy of the NASDAQ, which had a significant move up since 2015, it's really kind of plateaued over the past few years."

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"We estimate currently that about a quarter of ads served by Meta and Google are AI enabled."

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"I think OpenAI is probably the most important company in the world today in the sense that it's the driver of AI both consumption and spending."