Artwork

Contenu fourni par All-In Podcast, LLC, All-In Podcast, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par All-In Podcast, LLC, All-In Podcast, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !

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

1:24:50
 
Partager
 

Manage episode 440954726 series 2637927
Contenu fourni par All-In Podcast, LLC, All-In Podcast, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par All-In Podcast, LLC, All-In Podcast, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

(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

  continue reading

221 episodes

Artwork
iconPartager
 
Manage episode 440954726 series 2637927
Contenu fourni par All-In Podcast, LLC, All-In Podcast, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par All-In Podcast, LLC, All-In Podcast, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

(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

  continue reading

221 episodes

All episodes

×
 
Loading …

Bienvenue sur Lecteur FM!

Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.

 

Guide de référence rapide