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

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 - Starlink is seen as a more efficient private sector solution for rural internet access compared to government programs.

  • “We could spend a fraction of that giving people StarLink and allowing the private sector to do its job.”

    David·36:00

Bearish:

• $CALLCENTERS - AI is expected to significantly disrupt call centers, particularly level 1 customer support, in the near future.

  • “I think it's now becoming really clear that call centers are gonna be the first really big disruption caused by AI. Yeah. I mean, all the level one customer support is gonna get replaced by AI.”

    David·17:03