Appears On
Episode Appearances
TBPN · Apr 7, 2026
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
“Thomas's brother; co-founded Co2; provided semiconductor analyst training and foundational investment mentorship”
Financial modeling philosophy and thesis-driven analysisSemiconductor investing and GPU infrastructure layerPrivate market vs. public market investing dynamics
View AnalysisTBPN · Apr 7, 2026
Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont
“Thomas's brother; founded Cotu; mentored Thomas on investment analysis and semiconductor expertise”
Meta's Token Leaderboard and AI Spending IncentivesData Center Political Opposition and Rate Payer ProtectionHypersonic Aircraft Development and Iterative Hardware
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