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

Update: 2024-09-20

Description

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

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

(17:35 ) 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

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

2024-12-2001:36:36

Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois

2024-12-1301:28:18

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

2024-12-0701:24:19

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

2024-11-2301:10:06

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

2024-11-1601:23:22

Trump wins! How it happened and what's next

2024-11-0801:43:27

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

2024-11-0101:30:51

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

2024-10-2501:36:42

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

2024-10-1801:18:43

JD Vance | All-In Summit 2024

2024-10-1546:23

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

2024-10-1101:24:18

Elon Musk | All-In Summit 2024

2024-10-0801:07:12

In conversation with Mark Cuban

2024-10-0302:06:27

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

2024-10-0154:26

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

2024-09-2701:35:48

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

2024-09-2001:24:49

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

2024-09-0601:35:48

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

2024-08-3002:11:43

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

2024-08-2301:31:42

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

2024-08-1601:46:01

00:00

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

#box-pro-ellipsis-173563030642988{-webkit-line-clamp:2;}Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

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

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