Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
The All-In podcast discusses the Fed's interest rate decisions amidst tariff uncertainties, Google's stock drop due to AI search competition, and the potential death of traditional VC, featuring Philippe Laffont who shares insights on Coatue's new fund structure and the qualities of a successful investor. The episode also explores the disconnect between consumer sentiment and spending, the role of government agencies, and the evolving landscape of tech investments in the era of AI and regulatory scrutiny. The besties also recap their fun times in Miami at F1.
May 09, 2025•1 hr 36 min