Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

(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:

https://x.com/plaffont

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

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-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114

https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm

https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price

https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout

https://blog.google/products/search/statement-press-reports-about-search-traffic

https://x.com/EconomyApp/status/1915501252420784499

https://x.com/Similarweb/status/1920026287625658628

https://openai.com/index/leadership-expansion-with-fidji-simo

https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf

https://stockanalysis.com/ipos/statistics

Episoder(370)

E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms (36:19) Delaware judge voids Elon's comp pa...

2 Feb 20241h 33min

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business model, death spiral (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in f...

26 Jan 20241h 33min

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump (21:53) Boeing's regulatory capture leading to negative impact ...

19 Jan 20241h 38min

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?...

13 Jan 20241h 38min

E160: 2024 Predictions! Markets, tech, politics, and more

E160: 2024 Predictions! Markets, tech, politics, and more

(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37:31) ...

6 Jan 20241h 27min

E159: The Bestie Awards! Recapping the best and worst of 2023

E159: The Bestie Awards! Recapping the best and worst of 2023

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Bu...

29 Des 20231h 22min

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the d...

23 Des 20231h 47min

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel ...

16 Des 20231h 39min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
finansredaksjonen
rss-politisk-preik
utbytte
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
rss-sunn-okonomi
lederpodden
rss-pa-konto
okonomiamatorene