E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 12 April 2024
⏱️ 87 minutes
🧾️ Download transcript
Summary
Register for the All-In Summit: https://summit.allinpodcast.co
(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
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://summit.allinpodcast.co
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.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://twitter.com/chamath/status/1778098007625572487
https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship
https://twitter.com/unusual_whales/status/1778479545613439455
https://fred.stlouisfed.org/series/FEDFUNDS
https://twitter.com/chamath/status/1777017715846455470/photo/1
https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf
https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google
https://www.youtube.com/watch?v=xG1vOxwgqJw
https://twitter.com/sambendett/status/1774074927437475862
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://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups
Transcript
Click on a timestamp to play from that location
| 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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