E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Coronavirus, Startups, Learn, Chamath, Investing, Davidsacks, Business, Alllin, Iq, Calacanis, Poker, Health, Jason, Technology, Sacks, Grow, Entrepreneurship, Friedberg, Money, Covid19, Gambling, Davidfriedberg, Allin, Palihapitiya, Tech, Tips

4.4 • 5.8K Ratings

🗓️ 12 April 2024

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

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Summary

(0:00) Bestie Intros: J-Cal is out this week!

(0:57) All-In Summit 2024 Announcement

(3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market

(17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?

(45:41) AI disclosure bill: important step for creators or unnecessary?

(1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision

Follow the besties:

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https://twitter.com/DavidSacks

https://twitter.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://summit.allinpodcast.co

https://youtu.be/FgUKIRnxrxw

https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr

https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php

https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html

https://www.investing.com/economic-calendar/core-cpi-736

https://www.investing.com/economic-calendar/cpi-733

https://twitter.com/LHSummers/status/1778093870271664291

https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e

https://twitter.com/LHSummers/status/1762607548828360798

https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula

https://twitter.com/chamath/status/1778098007625572487

https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship

https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html

https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html

https://twitter.com/unusual_whales/status/1778479545613439455

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://fred.stlouisfed.org/series/FEDFUNDS

https://twitter.com/chamath/status/1777017715846455470/photo/1

https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies

https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf

https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html

https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google

https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story

https://www.youtube.com/watch?v=xG1vOxwgqJw

https://twitter.com/sambendett/status/1774074927437475862

https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19

https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12

https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://www.saildrone.com

https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups

https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country

https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves

https://www.allencontrolsystems.com

https://www.allencontrolsystems.com/bullfrog

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Transcript

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0:00.0	All right, everybody, welcome back to the All-In Pod episode 174, almost up to 175.
0:06.4	I believe there are a lot of folks getting together next week at the All-In meetups around the world
0:10.9	to watch the show.
0:12.3	Unfortunately, J-Cal had an oral incident this
0:15.9	week. He will not be joining us. I guess he cracked a tooth and couldn't make it so he is sitting this one out very last minute decision
0:26.8	cracked a tooth eating a bison rib at the salt lick in Austin. It's a true story.
0:33.3	Freibar, I think we found an image of...
0:35.3	Okay, let's take out the saltlet, cracking his tooth on a rib. Let your winners slide.
0:43.0	Rain Man David Sacks.
0:47.0	We're going on it.
0:50.0	We open source it to the fans and they've just gone crazy with it.
0:53.3	Love you, West, I see.
0:54.8	Queen of Kiowa.
0:55.8	I'm going on the land.
0:57.6	All right, so we are going to announce the All-In Summit 2024 2024 back to LA.
1:04.7	We had such a great time in LA.
1:06.1	It was a great location for everyone.
1:07.6	We really appreciated the facilities at UCLA.
1:10.8	This year we're upgrading the experience once again for everyone.
1:14.0	So the event's going to be September 8 through 10th in LA.
1:17.0	If you haven't seen it, please watch the recap video from last year.
1:21.0	We put it up on YouTube.
	...

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