# Coatue 合伙人：AI 驱动万亿 IPO 潮将至

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-12 14:04
- AIHOT 分数：44
- AIHOT 链接：https://aihot.news/items/cmtxzn4fw0cf8rousvanzd868
- 原文链接：https://x.com/rohanpaul_ai/status/2098653872663490785

## AI 摘要

Coatue 联合创始人 Thomas Laffont 用数据说明公司估值跃迁概率：独角兽（$1B）成长为 decacorn（$10B）约 8%，decacorn 到 $100B 约 8%-13%，而 centacorn（$100B）有 31% 概率再翻 10 倍至 $1T。

## 正文

"Data showed us that if you're a unicorn ($1B), the odds of you one day becoming a decacorn ($10B) are about 8%.

If you're a decacorn, the odds of you becoming a $100B company is around 8% to 13%.

But if you're a centacorn ($100B), the odds change significantly - you now have a 31% chance of having had a 10x i.e. to $1 Tn valuation."

Thomas Laffont is explaining the massive AI-driven IPO wave coming in this year. OpenAI, Anthropic, and SpaceX each potentially crossing trillion dollar valuation.

Thomas Laffont is the co-founder of Coatue Management, a major technology-focused investment firm (hedge fund + venture/private equity) with roughly $70 billion in assets under management.

"And if we look at how quickly these companies are creating value, this is a chart that I added at the last minute because the data is so fresh. But you can see that it typically takes multiple years to go from $500 billion to $1 trillion in market cap.

Well, something happened very recently in the public market, which is that not only did we have three companies do it in the same year, but we had two companies do it in a matter of weeks."

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From "All-In Podcast and Coatue Management" YouTube channel, (link in comment)