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The Guesties
PL

Philippe Laffont

Guest on the All-In podcast · commentary only

Commentary — not scored

Philippe Laffont weighed in on the companies below but never made an explicit position call, so there’s nothing to track — these takes are recorded as commentary.

In their words

Google→Commentary
“I haven't made an opinion on Google, is like, hey, is this the next IBM? You're going to stick around for a really, really long time, but you're just not going to be like a company growing as fast as you used to.”
E227· May 9, 2025
Microsoft→Commentary
“Microsoft said that in their Q1, they processed 100 trillion tokens, 50 trillion alone in March... the tokens are really going basically vertical... that was a really big deal.”
E227· May 9, 2025
Magnificent Seven (basket)→Commentary
“I think what AI is showing is that at a time of great change... it's a little bit like the end of the Mac 7. And what we should do is almost think like, hey, what is the next?”
E227· May 9, 2025