All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Jaksot(283)

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction? 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://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance https://x.com/emilyakopp/status/1795482121739354552 https://x.com/R_H_Ebright/status/1795454118594568312 https://www.youtube.com/watch?v=jGxSlW0NrB4 https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390 https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit https://x.com/KatherineEban https://x.com/emilyakopp https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics https://www.youtube.com/watch?v=nvQTXAgtA6s https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500 https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict https://www.google.com/finance/quote/DELL:NYSE https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

31 Touko 20241h 47min

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles 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://x.com/BobbyAllyn/status/1792679435701014908 https://x.com/sama/status/1790075827666796666 https://openai.com/index/how-the-voices-for-chatgpt-were-chosen https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice https://x.com/SydSteyerhart/status/1792981291266138531 https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees https://x.com/sama/status/1791936857594581428 https://x.com/ilyasut/status/1790517455628198322 https://x.com/janleike/status/1790603862132596961 https://x.com/janleike/status/1791498184671605209 https://openai.com/index/openai-announces-leadership-transition https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025 https://www.google.com/finance/quote/INTC:NASDAQ https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022 https://chamath.substack.com/p/2023-annual-letter https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden https://fred.stlouisfed.org/series/CCLACBW027SBOG https://x.com/KariLake/status/1792986501820850333 https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation https://www.google.com/finance/quote/MCD:NYSE https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781 https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x https://pubmed.ncbi.nlm.nih.gov/12708228 https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247 https://pubmed.ncbi.nlm.nih.gov/21524797 https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133 https://www.youtube.com/watch?v=o6yuYkfNh-k https://www.youtube.com/watch?v=EYQjShJxCtM https://www.youtube.com/watch?v=r_4jrMwvZ2A

24 Touko 20241h 30min

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search 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://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm https://x.com/OpenAI/status/1790130703721521305 https://x.com/OpenAI/status/1790089513387143469 https://crfm.stanford.edu/helm/mmlu/v1.3.0/# https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3 https://www.opencompute.org https://glue.ai https://ragie.ai https://ohalo.com https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://twitter.com/DavidSacks/status/1378034932006592512 https://www.athenawow.com/jcal https://calacanis.substack.com/p/startup-productivity-in-the-age-of https://blog.google/products/search/generative-ai-google-search-may-2024 https://www.youtube.com/watch?v=XEzRZ35urlk https://finance.yahoo.com/quote/GOOG https://startuptalky.com/apple-failed-products

17 Touko 20241h 41min

In conversation with Sam Altman

In conversation with Sam Altman

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company (1:05:33) Post-interview recap (1:10:38) All-In Summit announcements, college protests (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next? (1:29:41) Google unveils AlphaFold 3.0 Follow Sam: https://twitter.com/sama 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://twitter.com/EconomyApp/status/1622029832099082241 https://sacra.com/c/openai https://twitter.com/tim_cook/status/1787864325258162239 https://openai.com/index/introducing-the-model-spec https://twitter.com/SabriSun_Miller/status/1788298123434938738 https://www.archives.gov/founding-docs/bill-of-rights-transcript https://twitter.com/ClayTravis/status/1788312545754825091 https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html https://www.youtube.com/watch?v=snbTCWL6rxo https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036 https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

10 Touko 20241h 43min

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in protests (53:03) Post-interview debrief (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1 Follow Sheryl: https://twitter.com/sherylsandberg Watch Screams Before Silence: https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1 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://twitter.com/fakechamath https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1 https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html https://news.un.org/en/story/2024/03/1147477 https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/ https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html https://github.com/Profluent-AI/OpenCRISPR

3 Touko 20241h 15min

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) Besties reminisce on their encounters with Steve Jobs (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done? (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets 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://ai.meta.com/blog/meta-llama-3 https://huggingface.co/meta-llama/Meta-Llama-3-8B https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3 https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html https://www.youtube.com/watch?v=kiMTRQXBol0 https://twitter.com/AravSrinivas/status/1781099224169320500 https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge https://twitter.com/lauramaywendel/status/1782040453266710551 https://twitter.com/naveengrao/status/1781491370114633816 https://twitter.com/winglian/status/1783456379199484367 https://www.meta.ai https://twitter.com/chamath/status/1780302197772952049 https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21 https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01 https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d https://www.google.com/finance/quote/TSLA:NASDAQ https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html https://www.tesla.com/blog/master-plan-part-deux https://twitter.com/chamath/status/1776663647735218491 https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html https://palmetto.com https://www.youtube.com/watch?v=pja_n8ThDsU https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit https://twitter.com/DavidSacks/status/1777496946263134414 https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes https://www.techemails.com/p/steve-jobs-emails-adobes-ceo https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android https://www.youtube.com/watch?v=CWOt9Cjq2mw https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150 https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance https://twitter.com/DavidSacks/status/1783220583075111401 https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06 https://x.com/MsMelChen/status/1783524423963697262 https://x.com/Jason/status/1783556155924705388 https://x.com/Jason/status/1783604248569360516 https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922 https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll https://balajis.com/p/all-it-takes-is-all-you-got https://twitter.com/maceskridge/status/1783290784311058788

26 Huhti 20241h 41min

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth   (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US (1:23:33) How to get better at chess, childhood Bestie schemes 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://twitter.com/NoTechApartheid/status/1780278895058518468 https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html https://www.notechforapartheid.com https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract https://twitter.com/CollinRugg/status/1779914595156808045 https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000 https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html https://www.youtube.com/watch?v=3-APSXZy9UI https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000 https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000 https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html https://twitter.com/JustStop_Oil/status/1580883249228046336 https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia https://www.npr.org/about-npr/178659563/our-mission-and-vision https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work https://twitter.com/realchrisrufo https://twitter.com/wokal_distance/status/1780695504210567335 https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass https://humane.com https://www.youtube.com/watch?v=TitZV6k8zfA https://www.youtube.com/watch?v=6xWXRk3yaSw https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036 https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924 https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8 https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work https://www.youtube.com/watch?v=U2huVf1l4UE

19 Huhti 20241h 36min

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

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

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

12 Huhti 20241h 26min

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