All-In with Chamath, Jason, Sacks & Friedberg E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
272 snips
Apr 12, 2024 The conversation dives into the hot inflation trends, raising questions about potential interest rate hikes. The hosts discuss the significance of an AI disclosure bill, weighing its necessity for creators against concerns of red tape. Drones take center stage as they explore their revolutionary role in modern warfare and the ethical implications facing investors in defense technology. Additionally, they analyze the competitive dynamics in the cloud market and urban challenges affecting major cities, revealing a complex interplay between technology and socio-political issues.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA's Focus
- Jonathan Ross claims NVIDIA excels in learning but is trying to expand in inference.
- He suggests NVIDIA's roadmap aims for 50% of inference compute by next year.
NVIDIA's Innovator's Dilemma
- NVIDIA faces an innovator's dilemma due to architectural decisions like HBM and optical cables.
- Orthogonal design processes can bypass these supply chain constraints.
Western City Decline
- Chamath Palihapitiya observes that major Western cities are crumbling due to similar issues.
- These include petty crime, vandalism, garbage, and drug problems.