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

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