What is the size of the AI Ecosystem?
At the @theallinpod Liquidity Summit, Thomas Laffont (@coatue_thomas) breaks it down into three pillars:
1) Consumer
2) Advertising
3) Enterprise
Watch the full video ⬇️
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Thomas Laffont (@coatue_thomas) at the @theallinpod Liquidity Summit with four key takeaways: → The unicorn economy is healthier than it's been in years, thanks to AI → The winners are compounding faster than anything that came before them → Disruption isn't contained to oneFull presentation: - The unicorn economy has been consuming far more cash than it's returning. That's changing. Thomas Laffont (@coatue_thomas) on the IPO wave that's about to rebalance the ecosystem. ⬇️
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We led @supabase's Seed and Series A. Five years in, they're the open source Postgres platform powering the majority of AI app builders — and 9 million developers strong. As agents reshape how software gets made, Supabase has become the default backend underneath it. Proud to
