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

<p>(0:00) Bestie intros + All-In Summit recap</p> <p>(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?</p> <p>(17:35) AI is coming for call centers; how agent training works</p> <p>(33:41) US government wasting $50B for rural internet and EV charging stations</p> <p>(47:10) Reflecting on some rough years in VC: is the model broken?</p> <p>(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race</p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html"> https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html</a></p> <p><a href= "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://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc</a></p> <p><a href="https://mearsheimer.ai">https://mearsheimer.ai</a></p> <p><a href= "https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives"> https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives</a></p> <p><a href= "https://x.com/brendancarrfcc/status/1836079197967532497">https://x.com/brendancarrfcc/status/1836079197967532497</a></p> <p><a href= "https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years"> https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years</a></p> <p><a href= "https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html"> https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer"> https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer</a></p> <p><a href= "https://x.com/brendancarrfcc/status/1836435062994121053">https://x.com/brendancarrfcc/status/1836435062994121053</a></p> <p><a href= "https://x.com/brendancarrfcc/status/1834009499931463705">https://x.com/brendancarrfcc/status/1834009499931463705</a></p> <p><a href= "https://x.com/molson_hart/status/1835650978906857948">https://x.com/molson_hart/status/1835650978906857948</a></p> <p><a href= "https://x.com/danprimack/status/1824506087116058665">https://x.com/danprimack/status/1824506087116058665</a></p> <p><a href= "https://x.com/Jason/status/1768073854545449228">https://x.com/Jason/status/1768073854545449228</a></p> <p><a href= "https://chamath.substack.com/p/2023-annual-letter">https://chamath.substack.com/p/2023-annual-letter</a></p> <p><a href= "https://x.com/Jason/status/1836820167449326063">https://x.com/Jason/status/1836820167449326063</a></p> <p><a href= "https://www.axios.com/2024/04/03/us-global-venture-capital-q1">https://www.axios.com/2024/04/03/us-global-venture-capital-q1</a></p> <p><a href= "https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802"> https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802</a></p> <p><a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a></p> <p><a href= "https://x.com/GrageDustin/status/1836178999178866766">https://x.com/GrageDustin/status/1836178999178866766</a></p> <p><a href= "https://www.snopes.com/fact-check/trump-very-fine-people">https://www.snopes.com/fact-check/trump-very-fine-people</a></p> <p><a href= "https://x.com/EndWokeness/status/1836516153893519867">https://x.com/EndWokeness/status/1836516153893519867</a></p>