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Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Manage episode 481754002 series 2637927
(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:
Follow the besties:
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Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
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https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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
253 episodes
Manage episode 481754002 series 2637927
(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:
Follow the besties:
Follow on X:
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:
Intro Video Credit:
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
253 episodes
All episodes
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