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

Shownote

(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 tr...

Highlights

The podcast features Philippe Laffont in a lively discussion with the hosts, covering topics from their recent Miami F1 experience to significant financial and tech market developments. The conversation delves into economic trends, corporate strategies, and the evolving landscape of venture capital.
00:00
Owner of Shiso refused payment for the meal
07:04
Phil Hellmuth tackled Timothée Chalamet at an event.
27:15
Tokens are seen as an exciting trend surpassing tariff impacts.
55:48
Founders have the gravitas to make difficult changes at pivotal moments
1:05:19
Opposing capping upside is crucial for funding new companies.
1:21:16
Philippe Laffont launched the largest interval fund ever with $1.301 billion.

Chapters

The Besties intro Philippe Laffont!
00:00
Miami F1 Recap!
02:12
Fed holds rates steady on tariff uncertainty
12:10
Google drops after Apple sees fall in search queries on Safari
32:47
Creating a new Mag 7
56:48
Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor
1:07:00

Transcript

Jason Calacanis: We went to an amazing restaurant Friday night. Shiso is the name of this restaurant. Wonderful food. The owner of this restaurant, Shimove, is a super fan as well of the all-in podcast. Philippe Laffont: Is that a French restaurant, Jason...