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

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Intro Music Credit:

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Intro Video Credit:

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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(364)

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

30 Jan 20211h 26min

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

23 Jan 20211h 23min

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

11 Jan 20211h 37min

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

8 Jan 20211h 22min

E15: "The Besties" All-In's inaugural award show covering the best, worst & most memorable of 2020

E15: "The Besties" All-In's inaugural award show covering the best, worst & most memorable of 2020

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

18 Des 20201h 16min

E14: Salesforce acquires Slack, DeepMind's AlphaFold breakthrough, Trust Fund Socialists & more

E14: Salesforce acquires Slack, DeepMind's AlphaFold breakthrough, Trust Fund Socialists & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

4 Des 20201h 32min

E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more

E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

25 Nov 20201h 21min

E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more

E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

11 Nov 20201h 18min

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