Episode Details
| Title | Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World |
|---|---|
| Date | 5/9/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $NEXTMAG7 - Philippe aims to identify and invest in the next generation of leading tech companies, similar to the current 'Magnificent Seven', as a core strategy for his new fund.
- “To me, the north star is, Jason, I gotta build for you in ten years, the new MAG seven. That's my job.” - Philippe (1:28:45)
- 🟢 $DEMOTECHINV - 🔒
- 🟢 $TOKENS - 🔒
- 🟢 $AICOMPUTE - 🔒
Bearish:
- 🔻 $VC - 🔒