James Rowdy

LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A -- The $4T AI IPO Wave -- 2026's Unicorn Economy -- The 10X Paradox -- Unprecedented Liquidity (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 Thanks to our partners for making this possible! EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. ey.com/en_us/insights… NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. nyse.com Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. plaud.ai

These AI movies are really cool!

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. #bot-vs-human" target="_blank" rel="nofollow noopener">radar.cloudflare.com/traffic#bot-vs…

Someone should vibe code Age of Empires for mobile without the ads & bs… @wabi ?

Is anyone else keep getting rate limited by Claude? WTF?

When Claude goes down it really shows how dependant we all are.

@jwaynedits Dm sent

@jamesrowdyy linktr.ee/Jacobeditz my specialty mate, lets chat

If you’re an Animator or motion designer hmu! I need a video done asap!! 💰

@FlorinPop17 Define “big following”? These guys have a big following.

Proof that you don’t need a big following to make money

A day in the life of a VC in 2026: 9am: Board meeting. My main value-add is aggressively pushing for Anthropic/OpenAI usage in non-engineering functions. Briefly ponder how I became an SDR for foundation model companies. 1pm: Lunch with another VC. We discuss how startups can find "blue ocean" away Anthropic/OpenAI. We conclude we should probably just invest the rest of our funds directly into Anthropic/OpenAI. 3pm: Pitch meeting. Me: "Do you run on Anthropic or OpenAI?" Founder: "Both." Debating internally whether a company reselling Anthropic/OpenAI with a 10% gross margin is a good investment but hey, at least they're in the "token flow". 4:30pm: Deep due diligence. I ask Claude if it plans to build this exact startup natively in its next release. Same to ChatGPT. They both say yes. I pass on the deal. 6pm: Urgent call from a portco CTO: "We need an intro to upgrade our Anthropic tier!" I immediately agree to help them spend more of the venture dollars we just invested in them, on Anthropic. 8pm: Brainstorming next guests for the podcast. Thinking I should probably just try to get some folks from Anthropic and OpenAI.

jfc....

@gmxara Haha Giving them names doesn’t change the fact?

@jamesrowdyy Depends on whether you've assigned names to the agents. Otherwise, they're just bare metal in a distant datacenter.

for a solo founder with assisted by AI Agents Is it 'we' or 'I' ??

@pmitu 100% X algo is really bad.

X algo kills small creators

Just remember some people still call it “Chat GBT”

every now and then I remember you can run the "please save me money" prompt and it will actually work

Building in Public was the playbook. Not anymore. If you're a founder, don't give competitors a sniff of what you're working on until you're ready for showtime. No benefit anymore to building in public. People are too busy to care what you're doing & they'll happily copy you.

@Polymarket People excited about this = 0

JUST IN: UK reportedly weighing an "invite-only" investor visa for individuals who invest £5 million in the country.

Cloudflare's security team spent the last few weeks testing Anthropic's Mythos against fifty of our own repositories. What we learned about offensive AI, why faster patching is the wrong reaction, and what the architecture around vulnerabilities has to look like next. cfl.re/49BRUqW

Live from Code with Claude London: we're launching self-hosted sandboxes (public beta) and MCP tunnels (research preview) in Claude Managed Agents. Run agents inside your own perimeter, with your security controls applied by default.