E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
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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 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod 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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