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

<p>(0:00) The Besties intro Philippe Laffont!</p> <p>(2:12) Miami F1 Recap!</p> <p>(12:10) Fed holds rates steady on tariff uncertainty</p> <p>(32:47) Google drops after Apple sees fall in search queries on Safari</p> <p>(56:48) Creating a new Mag 7</p> <p>(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor</p> <p>Follow Philippe Laffont:</p> <p><a href="https://x.com/plaffont">https://x.com/plaffont</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114"> https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114</a></p> <p><a href= "https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm"> https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm</a></p> <p><a href= "https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price"> https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout"> https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout</a></p> <p><a href= "https://blog.google/products/search/statement-press-reports-about-search-traffic"> https://blog.google/products/search/statement-press-reports-about-search-traffic</a></p> <p><a href= "https://x.com/EconomyApp/status/1915501252420784499">https://x.com/EconomyApp/status/1915501252420784499</a></p> <p><a href= "https://x.com/Similarweb/status/1920026287625658628">https://x.com/Similarweb/status/1920026287625658628</a></p> <p><a href= "https://openai.com/index/leadership-expansion-with-fidji-simo">https://openai.com/index/leadership-expansion-with-fidji-simo</a></p> <p><a href= "https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf"> https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf</a></p> <p><a href= "https://stockanalysis.com/ipos/statistics">https://stockanalysis.com/ipos/statistics</a></p>