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Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
May 9, 2025 All-In Podcast
(0:00) The Besties intro Philippe Laffont!
(2:12) Miami F1 Recap!
(12:10) Fed holds rates steady on tariff uncertainty
(32:47) Google drops after Apple sees fall in search queries on Safari
(56:48) Creating a new Mag 7
(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor
Follow Philippe Laffont:
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https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://polymarket.com/event/fed-deci...
https://www.federalreserve.gov/newsev...
https://www.mlex.com/mlex/antitrust/a...
https://www.bloomberg.com/news/articl...
https://blog.google/products/search/s...
https://x.com/EconomyApp/status/19155...
https://x.com/Similarweb/status/19200...
https://openai.com/index/leadership-e...
https://files.pitchbook.com/website/f...
https://stockanalysis.com/ipos/statis...
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