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

2024-09-20 · 85 min · 34 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://x.com/yung_spielburg
→ references Allinpod company

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://linkedin.com/company/allinpod
→ references Annual Letter person

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://chamath.substack.com/p/2023-annual-letter
→ references Molson Hart person

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://x.com/molson_hart/status/1835650978906857948
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://rb.gy/tppkzl
→ references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://tiktok.com/@theallinpod
→ references Nate Silver 2024 President Election Polls Model website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://natesilver.net/p/nate-silver-2024-president-election-polls-model
→ references Trump Very Fine People person

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://snopes.com/fact-check/trump-very-fine-people
→ references Stocks Fed Rate Cut person

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html
→ references Say Goodbye To The Inverted Yield Curve SnsL80qp8JX9UvaMCvVc website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc
→ references mearsheimer.ai website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://mearsheimer.ai/
→ references Spacexs Starlink Has 2500 Aircraft Under Contract website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html
→ references Us Global Venture Capital Q1 company

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://axios.com/2024/04/03/us-global-venture-capital-q1

Entities found in this episode

websites 12

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://rb.gy/tppkzl
mentioned @Theallinpod website

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://tiktok.com/@theallinpod
mentioned Nate Silver 2024 President Election Polls Model website

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://natesilver.net/p/nate-silver-2024-president-election-polls-model
mentioned Say Goodbye To The Inverted Yield Curve SnsL80qp8JX9UvaMCvVc website

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc
mentioned mearsheimer.ai website

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://mearsheimer.ai/
mentioned Spacexs Starlink Has 2500 Aircraft Under Contract website

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html
references Tppkzl website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://rb.gy/tppkzl
references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://tiktok.com/@theallinpod
references Nate Silver 2024 President Election Polls Model website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://natesilver.net/p/nate-silver-2024-president-election-polls-model
references Say Goodbye To The Inverted Yield Curve SnsL80qp8JX9UvaMCvVc website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc
references mearsheimer.ai website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://mearsheimer.ai/
references Spacexs Starlink Has 2500 Aircraft Under Contract website

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html

persons 10

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://x.com/yung_spielburg
mentioned Annual Letter person

0.90

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://chamath.substack.com/p/2023-annual-letter
mentioned Molson Hart person

0.90

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://x.com/molson_hart/status/1835650978906857948
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://x.com/yung_spielburg
references Annual Letter person

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://chamath.substack.com/p/2023-annual-letter
references Molson Hart person

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://x.com/molson_hart/status/1835650978906857948
mentioned Trump Very Fine People person

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://snopes.com/fact-check/trump-very-fine-people
mentioned Stocks Fed Rate Cut person

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html
references Trump Very Fine People person

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://snopes.com/fact-check/trump-very-fine-people
references Stocks Fed Rate Cut person

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html

companys 8

mentioned Allinpod company

0.90

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://linkedin.com/company/allinpod
references Allinpod company

0.77

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://linkedin.com/company/allinpod
mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
mentioned Us Global Venture Capital Q1 company

0.45

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://axios.com/2024/04/03/us-global-venture-capital-q1
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
references Us Global Venture Capital Q1 company

0.38

evidence rules-v4
Link in episode "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala": https://axios.com/2024/04/03/us-global-venture-capital-q1

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

Episode description as stored

(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