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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 9 May 2025

⏱️ 96 minutes

🔗️ Recording | iTunes | RSS

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Summary

(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

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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

Transcript

Click on a timestamp to play from that location

0:00.0	We went to an amazing restaurant Friday night.
0:03.1	Shih-so is the name of this restaurant.
0:05.4	Wonderful food.
0:07.0	The owner of this restaurant, Shemoth, is a super fan as well of the All In Podcast.
0:12.0	Is that a French restaurant, Jason?
0:13.8	Shihou was more like an Asian fusion restaurant, like great sushi.
0:17.7	We had this incredible...
0:18.5	It was delicious.
0:19.7	Delicious.
0:20.4	Just aces all the way.
0:22.2	The guy comes and we go to pay.
0:26.1	He says, oh my God.
0:27.2	Philippe, listen to this fucking story.
0:28.8	This is the most embarrassing.
0:29.8	Your money's no good here.
0:30.9	Your money's no good here all in.
0:32.3	He refuses to let us pay.
0:33.8	After we ran up a hell of a bill, and now you see Freeburg's running.
0:38.6	Freeberg just ran off the show. Why did he run off the show, Jamo? Okay. So,
0:42.6	Jason says to me, Chmoth, this is absolute, this is an absolute bullshit story that you guys
0:49.5	made up. No, no, no, stop, you guys make the shit up. We didn't make entertainment out of me. I'll tell you the truth.
0:54.6	Out of me.
	...

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