(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

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Referenced in the show:

https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout

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