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▶ 7:50 · $SPCX · Laffont: SpaceX valuation driven by launch cadence and constellation platform model

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$50B Fund Manager Breaks Down SpaceX’s Soaring Valuation

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$ANTHROPICbullish· high· posthomas laffont

Laffont: Anthropic scaling faster than any company in history, could surpass AWS by year-end

Anthropic's revenue growth is unprecedented — from zero to surpassing Workday, ServiceNow, Adobe, Salesforce, Google Cloud and Azure in 18 months, on track to exceed AWS by end of…

$OPENAIbullish· high· posthomas laffont

Laffont: OpenAI on similar unprecedented growth trajectory as Anthropic

OpenAI is scaling at a historically unique pace alongside Anthropic, with both companies' growth rates exceeding any prior technology platform shift, and both intending to go publ…

$SPCX···bullish· high· posthomas laffont

Laffont: SpaceX valuation driven by launch cadence and constellation platform model

SpaceX's business model quality improves with each launch phase — from unpredictable government contracts to recurring constellation revenue to a multi-constellation platform addr…

$CBRS···bullish· medium· posthomas laffont

Laffont: Cerebras long grind rewarded by massive OpenAI contract, semis on generational run

Cerebras endured years of dark periods and no new capital before a massive OpenAI contract dramatically revalued the company, exemplifying the semiconductor sector's generational…

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