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(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
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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
E159: The Bestie Awards! Recapping the best and worst of 2023
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
E145: Presidential Candidate Chris Christie in conversation with the Besties
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
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