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Philippe Laffont

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Small sample size (1 prediction): treat this accuracy figure as anecdotal, not statistically meaningful.

Predictions

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World Partly Right Fri, 09 May 2025 20:26:00 +0000 · 00:28:37

Within the next 1–2 years (by mid-2027), U.S. trade tariffs introduced under Trump will be substantially rolled back or offset by a major deregulation-and-tax-cut package, such that the net economic drag from tariffs is largely neutralized, while AI compute growth (“tokens”) remains the primary driver of U.S. equity market upside.

“I feel now there's a chance, when you look at the next year or two, at some point tariffs goes away. Trump makes this big deal with deregulation. The tax breaks sort of cancel out the tariffs. We move on. And what are we left with. We're left with tokens.” View on YouTube
Explanation

Tariffs were indeed substantially removed by 2026, though via a Supreme Court ruling striking down the IEEPA tariffs rather than the predicted deregulation-and-tax-cut offset mechanism.