Fed's rate cut takeaways, Eric Jackson's bull case for Nextdoor

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Fed forecasts one additional interest rate reduction in 2026

  80% confidence

• Tariff inflation could peak in Q1 2026 unless new tariff announcements are made

  80% confidence

• GDP forecast raised to 2.3% for 2026

  80% confidence

• Nextdoor is one of the most misunderstood platforms in the market

  80% confidence

• Job growth has been overstated by 60,000 per month, with actual negative job growth of 20,000 per month

  80% confidence

• AI may be impacting job market on the margins but not a major driving factor

  80% confidence

• Silent dissents and voting dissents speak to a higher bar for cuts next year regardless of who next Fed chair is

  80% confidence

• Under Nirav Tolia, notifications were cut by 80% with no effect on 21 million weekly active users

  80% confidence

• Nextdoor has 100 million verified real users with no spam or robots

  80% confidence

• Inflation is higher on my list of concerns than what the FOMC is signaling

  80% confidence

• Online prices showing we're still in the midst of increasing prices from goods side going into next year

  80% confidence

• Webvan, Cosmo, and Pets.com were sound ideas just built at the wrong time, now succeeded by Instacart and Chewy

  80% confidence

• Insurance cuts are over and Fed is poised to take a pause in the new year

  80% confidence

• Too early to say AI is boosting productivity, though surprised to see 2% productivity growth

  80% confidence

• Major inflation driver is tariff inflation on goods side, not services side

  80% confidence

• AI and Agentic AI specifically can now map onto local commerce opportunity in ways previous attempts couldn't

  80% confidence

• Angie was a $2 billion business from lead generation a couple years ago, representing open ground for Nextdoor

  80% confidence

• If productivity doesn't prove as accretive to economy, expected productivity gains won't materialize

  80% confidence

Data points we hold from this source