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Feb 07, 2026
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LONG
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Amazon executed 100,000 layoffs (mostly efficiency/UPS related) while maintaining/growing output. JCal calls it his "number one pick." This is the "Efficiency" trade. Large tech companies are using AI to consolidate job functions (e.g., one person doing the job of a PM, Designer, and Coder). Amazon is proving it can expand margins by doing more with less labor. Long. The company is successfully decoupling revenue growth from headcount growth. Regulatory scrutiny or consumer spending slowdowns affecting the retail side. |
All-In Podcast
Epstein Files, Is SaaS Dead?, Moltbook Panic,...
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Jan 31, 2026
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SHORT/AVOID
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Jason describes his AI agent: "It vibe coded a CRM for itself... it built its own SaaS tools." If AI agents can instantaneously build bespoke software tools and perform SDR (Sales Development Rep) functions, the value proposition of expensive, seat-based B2B SaaS (like Salesforce) collapses. Companies will stop paying $100/seat for software that an agent builds for free. SHORT/AVOID. Structural deflationary pressure on the entire SaaS business model. SaaS companies successfully embedding these agents to retain moats. |
All-In Podcast
ICE Chaos in Minneapolis, Clawdbot Takeover, ...
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Jan 31, 2026
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LONG
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The group discusses running open-source models (Kimmy K2.5) locally to avoid API costs and data privacy issues. Jason notes they are "ordering Mac Studios... and stacking them" to run these models. The shift to "Local Inference" requires high-performance local compute with unified memory. Apple Silicon (M-series chips in Mac Studio) is currently the hardware of choice for running heavy open-source models locally. LONG. Apple benefits from the "de-clouding" of AI inference. PC competitors releasing NPU-heavy chips that undercut Mac pricing. |
All-In Podcast
ICE Chaos in Minneapolis, Clawdbot Takeover, ...
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