Episode Details
| Title | Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala |
|---|---|
| Date | 9/20/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AI - Potential for a new 'golden era' driven by AI advancements and favorable economic conditions, particularly if interest rate cuts continue and inflation is tamed.
- “If these interest rate cuts are real, like, if we we just got 50, if we get another 50 this year, if inflation's really tamed and inflation, never going to go to 0, but if they go down substantially and we have this new AI disruption, this new AI tailwind, we could be back in another golden era.” - David (1:06:04)
- 🟢 $STARLINK - 🔒
Bearish:
- 🔻 $CALLCENTERS - 🔒