E196: Big Fed rate cuts, AI killing call centers, $50B boondoggle, VC's rough years, Trump/Kamala

Sep 20, 2024 #Full Episodes

(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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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.cnn.com/2024/09/19/invest...
https://www.wsj.com/livecoverage/stoc...
https://mearsheimer.ai
https://seekingalpha.com/news/4144652...
https://x.com/brendancarrfcc/status/1...
https://reason.com/2024/05/30/7-5-bil...
https://www.cnbc.com/2024/09/17/space...
https://www.bloomberg.com/news/articl...
https://x.com/brendancarrfcc/status/1...
https://x.com/brendancarrfcc/status/1...
https://x.com/molson_hart/status/1835...
https://x.com/danprimack/status/18245...
https://x.com/Jason/status/1768073854...
https://chamath.substack.com/p/2023-a...
https://x.com/Jason/status/1836820167...
https://www.axios.com/2024/04/03/us-g...
https://www.wsj.com/articles/universi...
https://www.natesilver.net/p/nate-sil...
https://x.com/GrageDustin/status/1836...
https://www.snopes.com/fact-check/tru...
https://x.com/EndWokeness/status/1836...

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