PERSON DIRECTORY
Thomas Laffont
Thomas Laffont appears in 5 indexed conversations across All-In, BG2, Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Bill GurleyBrad GerstnerThomas LaffontPhilippe Laffont
Coatue’s joined receipt data shows ChatGPT subscriptions coincided with Google page views falling 8% YoY, after pre-subscription growth of roughly 4% annually, despite no built-in virality.Cloud revenue shares diverge sharply from Nvidia GPU allocation—AWS has 44% of cloud revenue but roughly 20% of GPUs, versus Oracle’s 5% and 19%; whether this reflects AI lag, different silicon, or Nvidia concentration limits remains crucial.