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

<p>Register for the All-In Summit: <a href= "https://summit.allinpodcast.co">https://summit.allinpodcast.co</a></p> <p>(0:00) Bestie Intros: J-Cal is out this week!</p> <p>(0:57) All-In Summit 2024 Announcement</p> <p>(3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market</p> <p>(17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?</p> <p>(45:41) AI disclosure bill: important step for creators or unnecessary?</p> <p>(1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= 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"https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr"> https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr</a></p> <p><a href= "https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php"> https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php</a></p> <p><a href= "https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html"> https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html</a></p> <p><a href= "https://www.investing.com/economic-calendar/core-cpi-736">https://www.investing.com/economic-calendar/core-cpi-736</a></p> <p><a href= "https://www.investing.com/economic-calendar/cpi-733">https://www.investing.com/economic-calendar/cpi-733</a></p> <p><a href= "https://twitter.com/LHSummers/status/1778093870271664291">https://twitter.com/LHSummers/status/1778093870271664291</a></p> <p><a href= "https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e"> https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e</a></p> <p><a href= "https://twitter.com/LHSummers/status/1762607548828360798">https://twitter.com/LHSummers/status/1762607548828360798</a></p> <p><a href= "https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula</a></p> <p><a href= "https://twitter.com/chamath/status/1778098007625572487">https://twitter.com/chamath/status/1778098007625572487</a></p> <p><a href= "https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship"> https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship</a></p> <p><a href= "https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html"> https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html</a></p> <p><a href= "https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html"> https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html</a></p> <p><a href= "https://twitter.com/unusual_whales/status/1778479545613439455">https://twitter.com/unusual_whales/status/1778479545613439455</a></p> <p><a href= "https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a></p> <p><a href= "https://fred.stlouisfed.org/series/FEDFUNDS">https://fred.stlouisfed.org/series/FEDFUNDS</a></p> <p><a href= "https://twitter.com/chamath/status/1777017715846455470/photo/1">https://twitter.com/chamath/status/1777017715846455470/photo/1</a></p> <p><a href= "https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies"> https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies</a></p> <p><a href= "https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf"> https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf</a></p> <p><a href= "https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html"> https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html</a></p> <p><a href= "https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google"> https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google</a></p> <p><a href= "https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story"> https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story</a></p> <p><a href= "https://www.youtube.com/watch?v=xG1vOxwgqJw">https://www.youtube.com/watch?v=xG1vOxwgqJw</a></p> <p><a href= "https://twitter.com/sambendett/status/1774074927437475862">https://twitter.com/sambendett/status/1774074927437475862</a></p> <p><a href= "https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19"> https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19</a></p> <p><a href= "https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12"> https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12</a></p> <p><a href= "https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html"> https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html</a></p> <p><a href= "https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480"> https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480</a></p> <p><a href= "https://www.saildrone.com">https://www.saildrone.com</a></p> <p><a href= "https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups"> https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups</a></p> <p><a href= "https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country"> https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country</a></p> <p><a href= "https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves"> https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves</a></p> <p><a href= "https://www.allencontrolsystems.com">https://www.allencontrolsystems.com</a></p> <p><a href= "https://www.allencontrolsystems.com/bullfrog">https://www.allencontrolsystems.com/bullfrog</a></p>