Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 20 September 2024
⏱️ 85 minutes
🧾️ Download transcript
Summary
(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://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://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.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/GrageDustin/status/1836178999178866766
Transcript
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| 0:00.0 | All-In |
| 0:02.0 | back to the All-In podcast. |
| 0:04.0 | The channel's been active. |
| 0:06.0 | We're in the Afterglow. |
| 0:08.0 | We're in the All-In Summit Afterglow. |
| 0:10.0 | It's so glowing that Freiburg couldn't make it. He has been riding a high |
| 0:15.9 | Nick told me that in the last week just we we've only put out a half the clips and they've already gotten 20 million views. |
| 0:22.8 | Oh my lord, you know, I... |
| 0:25.8 | So we'll be around 50 million I think when all the clips are released then you let it bake for |
| 0:31.1 | a couple of months. That is an astoundingly large amount of reach. |
| 0:35.6 | Yeah, and that's just YouTube. We're not doing it on the podcast feed right now. |
| 0:39.0 | YouTube and X. |
| 0:40.0 | Well, hopefully we get it on the podcast view. We get another 50 million. |
| 0:43.0 | But Freiburg's in his afterglow, couldn't make it, but he's very busy right now. |
| 0:48.0 | Look how happy is. The summit went well. |
| 0:51.0 | Is that marijuana? |
| 0:53.6 | Think he's making potatoes? |
| 0:55.4 | I think that's his farm, but I mean the smile is incredible. |
| 0:59.6 | It's marijuana. |
| 1:01.4 | It's a freeburg's version of Foundry. |
| 1:03.0 | He's in fact, that's Freeburg's found good mode. |
| 1:06.0 | He's getting the bong. |
... |
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