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

37 topics
1h 36m 8s

Topics

  • 00:00:00 - Anecdote: Comped Meal at Shiso Restaurant by Fan Owner

  • 00:00:40 - The Tipping Saga: Freeberg's Calculation and Generous Tip

  • 00:02:02 - Brief Interlude: 'Let Your Winners Ride'

  • 00:02:17 - Podcast Introduction and Miami F1 All-In Event Recap

  • 00:03:10 - Miami Event Speakers: Sergey Brin and Antonio Gracias Highlights

  • 00:04:11 - Miami Event Speakers: Rosberg, Suarez, and Tony Robbins Impressions

  • 00:05:18 - Guest Introduction: Phipe Leafant, All-In Podcast and F1 Fan

  • 00:06:01 - Jason's First F1 Experience: Trophy House and Poker Game

  • 00:07:26 - Phil Hellmuth's Inappropriate Behavior with Timothy Shalamé at F1

  • 00:09:22 - Sponsor Acknowledgements (OKX, etc.) and Future All-In Events

  • 00:10:28 - Debating the Most Enjoyable Day of the F1 Miami Event

  • 00:11:02 - All-In Summit Los Angeles Announcement and Party Budget

  • 00:11:54 - Economic Outlook: Fed Holds Rates Amid Tariff and Stagflation Concerns

  • 00:13:17 - Phipe Leafant: Disconnect Between Negative Sentiment and Strong Economic Data

  • 00:15:01 - Chimath on Fed Policy: Liquidity Focus, Subprime Data, and Trump

  • 00:16:34 - Chimath's Analysis: Are Fed's Actions Politically Motivated?

  • 00:19:28 - Freeberg: Fed Policy Considerations - CPI Data and UK Trade Deal Impact

  • 00:21:07 - Phipe on Trade Deals: Tariff Pass-Through, Market Reactions, Tech Tax

  • 00:25:25 - Trump's Tariff Strategy: Impact on Tech Market and Phipe's 'Tokens > Tariffs'

  • 00:28:37 - Freeberg: AI's Generational Opportunity to Reinvent Traditional Businesses

  • 00:32:40 - Google Stock Dips: DOJ Lawsuit Reveals AI Search (ChatGPT) Impact

  • 00:35:07 - Google's Innovator's Dilemma: Navigating the AI Search Transition

  • 00:39:45 - Phipe on Google: Valuation, 'Yellow Pages' Analogy, and the 'Mag 7' Shift

  • 00:42:28 - Google's Strategy: Capex, Product Integration, and Role of Founders (Sergey)

  • 00:45:50 - Improving Google's AI: YouTube Search, Calendar Integration, Proactive Strategy

  • 00:49:05 - Future of Search & AI: Cannibalization vs. Market Expansion & Ad Potential

  • 00:52:40 - Google's Path: Aggressive Gemini Integration and Founder Taste/Leadership

  • 00:57:01 - Phipe's 'Top 25 Companies' & Impact of M&A Restrictions on Innovation

  • 01:00:48 - M&A Regulations Debate: Size, Bundling, and Incentives for Risk Capital

  • 01:05:07 - Stagnation of IPOs/M&A: Impact on Venture Capital and National Innovation

  • 01:09:38 - LP Investment Strategy, Required VC Returns, and Silicon Valley's Flywheel

  • 01:16:57 - Phipe Leafant's New Interval Fund (CO2): Structure & Democratizing Tech Investing

  • 01:24:23 - Investing in CO2 Fund: Accessibility, Investor Limits, and Tax Benefits

  • 01:27:09 - CO2 Fund's Competitive Edge and Strategy: Building the 'New Mag Seven'

  • 01:30:15 - The 'Mag X' Concept: Blending Public/Private Investing for Future Leaders

  • 01:33:56 - Humorous Interlude: AI-Generated Images of the 'New Pope'

  • 01:34:40 - Podcast Outro and Final Farewells