All-In Podcast | Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala @allin | Uploaded September 2024 | Updated October 2024, 1 hour ago.
(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:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@theallinpod
Follow on LinkedIn:
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:
cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html
wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc
mearsheimer.ai
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
reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years
cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html
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
chamath.substack.com/p/2023-annual-letter
https://x.com/Jason/status/1836820167449326063
axios.com/2024/04/03/us-global-venture-capital-q1
wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802
natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/GrageDustin/status/1836178999178866766
snopes.com/fact-check/trump-very-fine-people
https://x.com/EndWokeness/status/1836516153893519867
#allin #tech #news
(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:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@theallinpod
Follow on LinkedIn:
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:
cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html
wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc
mearsheimer.ai
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
reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years
cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html
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
chamath.substack.com/p/2023-annual-letter
https://x.com/Jason/status/1836820167449326063
axios.com/2024/04/03/us-global-venture-capital-q1
wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802
natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/GrageDustin/status/1836178999178866766
snopes.com/fact-check/trump-very-fine-people
https://x.com/EndWokeness/status/1836516153893519867
#allin #tech #news
