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All-In PodcastFed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
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Episode Details
EPISODE INFO
- Released
- May 9, 2025
- Duration
- 1h 36m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(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 #allin #tech #news
SPEAKERS
Jason Calacanis
hostDavid Sacks
hostChamath Palihapitiya
hostDavid Friedberg
hostPhilippe Laffont
guestNarrator
otherNarrator
otherNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World explores Fed Waits, AI Surges: Tokens Outweigh Tariffs, VC Gets Squeezed The episode blends macroeconomics, AI disruption, and venture market structure, anchored by guest investor Philippe Laffont of Coatue. The besties debate the Fed’s decision to hold rates amid Trump’s tariff regime, arguing politics, liquidity risk, and new tariff-driven fiscal dynamics are all in play. They then pivot to AI’s impact on Google search, the potential decline of the current ‘Mag 7’ market leaders, and the rise of a new basket of 25 critical companies spanning public and private markets. Finally, they examine how aggressive antitrust policy and the collapse in exits are killing traditional venture incentives, and Laffont outlines his new Berkshire-like interval fund aimed at democratizing long-horizon tech investing.
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