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“Uber and Waymo, Elon with Tesla, they are actually making plans right now to deal with this displacement of drivers. And they're coming up with new products…”
@All-In Podcast
Buying a data-labeling firm to repurpose drivers shows Uber adapting to AV transition
UBERLONG@ $79.20
$71.45-9.78%
since call Dec 19
“it looks to me like inflation's rolling over and that's just about a solved problem, which is really good news for what it implies for interest rates because…”
@All-In Podcast
Inflation rolling over + $600B smaller deficit point to falling rates into 2026
USBONDLONGIDEA · NOT YET PRICED
“that's going to bring down things like mortgage costs and the cost of financing a car payment and things like that.”
@All-In Podcast
Falling mortgage costs into a 2026 golden age set up homebuilders to re-rate
XHBLONG@ $104.66
$105.38+0.69%
since call Dec 19
peak +5.5%
“I think we're headed for a gangbusters 2026. Rates are coming down, inflation's coming down... it seems to me like we're on the cusp of a golden age here. I…”
@All-In Podcast
Off the 2.7% CPI beat that sent the market rallying that day, Sacks stakes a full-throated macro bull case: inflation rolling over, rates falling, tax cuts kicking in, and a 2% AI capex tailwind to GDP. The cleanest single expression of that gangbusters-2026 view is long broad US equities.
SP500LONG@ $6,794.63
$7,363.76+8.38%
since call Dec 19
peak +11.2%
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