cover of episode 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

2024/9/20
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Chapters

La Reserva Federal recortó las tasas de interés en 50 puntos básicos, lo que generó un aumento en el mercado de valores. Este es el primer recorte de tasas desde marzo de 2020 y los expertos se preguntan si esto indica una recesión inminente o un aterrizaje suave para la economía.
  • La Reserva Federal recortó las tasas de interés en 50 puntos básicos, el primer recorte desde marzo de 2020.
  • El IPC de julio y agosto se ha mantenido en un rango de dos dígitos.
  • Históricamente, los recortes de tasas de 50 puntos básicos han precedido a las recesiones.
  • Existe incertidumbre sobre si este recorte de tasas conducirá a una recesión o a un aterrizaje suave.

Shownotes Transcript

(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

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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)