E89: Inflation Theater, AI 280x Cheaper, New American Dream Single and Female?

The 280x cost reduction in AI tokens since ChatGPT's launch isn't slowing down — and Marc Andreessen says engineers aren't using their new productivity to work less, they're staying up all night building everything they've ever imagined. Meanwhile, Starship V3 just launched from Starbase, Texas, opening the door to orbital data centers at a moment when earthbound compute can't keep up with AI demand. On the housing front: inflation printed at 3.8% but Treasury Secretary Scott Bessent says it's a supply-shock blip — not a Fed rate-hike trigger. Kevin Warsh is reportedly considering switching to trimmed PCE (which runs ~2.3%) as the Fed's primary inflation gauge, potentially giving cover to cut rates even as headline numbers stay elevated. And the most surprising data point of the week: single women are now the #2 homebuying cohort in America — more than twice as likely to buy as single men or unmarried couples. If the American Dream is homeownership, single women are living it harder than anyone else right now.