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

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

2024/4/12
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript
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C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
Topics
Chamath Palihapitiya:Nvidia 的优势在于学习,而非推理。Grok 的推理芯片具有更小的物理占用空间,功耗更低,但令牌每秒处理量更高。Nvidia 的架构决策使其难以应对专注于推理的全新芯片类别,这构成了创新者的困境。投资依赖HBM或特定光缆设计的公司存在风险,因为Nvidia已经控制了这些供应链。西方主要城市正面临崩溃,例如普遍存在轻微犯罪、垃圾、破坏行为和毒品问题。 David Sacks:西方城市的衰败是西方社会自由主义意识形态的体现,其政策导致犯罪增加和公共空间恶化。加州的提案47将许多重罪降为轻罪,导致犯罪率大幅上升。大多数大型企业并非只依赖单一云服务提供商,而是同时使用多个云平台。云市场是一个开放竞争的市场,没有单一厂商的锁定。

Deep Dive

Chapters
Chamath discusses NVIDIA's dominance in the AI chip market, highlighting their strategic control over high-bandwidth memory (HBM) and optical cables, creating challenges for chip startups. He draws parallels with Intel's past strategies and emphasizes the importance of understanding these nuances for investors.
  • NVIDIA excels in learning but aims to expand in inference.
  • NVIDIA's roadmap targets 50% of inference compute by the end of next year.
  • NVIDIA's control over HBM and optical cables presents a challenge for competitors.

Shownotes Transcript

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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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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)