
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
All-In with Chamath, Jason, Sacks & Friedberg
The Competitive Cloud Landscape and Rising Inflation Insights
This chapter explores the competitive dynamics of cloud computing, focusing on developer services from major platforms and the role of consultancy firms. It also examines current inflation trends and their potential impact on the upcoming election cycle.
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/DavidSacks
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://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