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

Episoder(350)

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael...

22 Nov 20251h 1min

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid...

14 Nov 202555min

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going...

7 Nov 20251h 27min

Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix

Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix

(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertisi...

5 Nov 202527min

Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in ...

4 Nov 202529min

Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom

Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom

(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the ...

3 Nov 202526min

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia

(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's f...

31 Okt 20251h 33min

Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028

Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028

(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) G...

30 Okt 20251h 4min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
finansredaksjonen
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-impressions-2
rss-andelige-tanker-med-camillo