Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
All-In with Chamath, Jason, Sacks & Friedberg20 Sep 2024

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

(0:00) Bestie intros + All-In Summit recap

(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?

(17:35) AI is coming for call centers; how agent training works

(33:41) US government wasting $50B for rural internet and EV charging stations

(47:10) Reflecting on some rough years in VC: is the model broken?

(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc

https://mearsheimer.ai

https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives

https://x.com/brendancarrfcc/status/1836079197967532497

https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years

https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html

https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer

https://x.com/brendancarrfcc/status/1836435062994121053

https://x.com/brendancarrfcc/status/1834009499931463705

https://x.com/molson_hart/status/1835650978906857948

https://x.com/danprimack/status/1824506087116058665

https://x.com/Jason/status/1768073854545449228

https://chamath.substack.com/p/2023-annual-letter

https://x.com/Jason/status/1836820167449326063

https://www.axios.com/2024/04/03/us-global-venture-capital-q1

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://x.com/GrageDustin/status/1836178999178866766

https://www.snopes.com/fact-check/trump-very-fine-people

https://x.com/EndWokeness/status/1836516153893519867

Avsnitt(357)

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

18 Juni 20211h 27min

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

13 Juni 20211h 35min

E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

31 Maj 20211h 8min

E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs & more

E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

22 Maj 20211h 30min

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

13 Maj 20211h 23min

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

1 Maj 20211h 21min

E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

23 Apr 20211h 23min

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod: https://twitter.com/...

17 Apr 20211h 18min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
svd-tech-brief
uppgang-och-fall
rss-dagen-med-di
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
dynastin
24fragor
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
borsmorgon