Thomas Lafont

Co-founder of Cotu Management and investor focused on infrastructure and application-layer opportunities in technology and AI.

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Nov 11, 2025 • 33min

State of AI Innovation | GTC Live Washington, D.C. Chapter 1

Thomas Lafont, co-founder of Cotu Management, discusses how infrastructure investments are sparking innovative AI applications in various sectors. Martin Casado, from Andreessen Horowitz, highlights how AI will broaden software development access while still necessitating skilled professionals. Naveen Chadha of Mayfield predicts a future where AI serves as collaborative teammates, revolutionizing knowledge work. The trio also explores the critical need for evolving data capabilities and improved regulations to support AI's scaling and innovation.

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