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

In this episode, Friedberg, Sacks, and Palihapitiya discuss Nvidia's market position, the collapse of Western cities, and the current state of the cloud market. They delve into the persistently high inflation and the chances of interest rate hikes. The team also debates the AI disclosure bill and its implications for creators. Finally, they explore the future of drone warfare, defense startups, and Silicon Valley's role in defense technology.

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