Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 17 January 2026
⏱️ 71 minutes
🧾️ Download transcript
Summary
(0:00) Bestie intros!
(4:18) Iran's breaking point: regime change coming?
(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs
(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
(35:09) Billionaire backlash in California: Wealth Tax exodus
(56:13) Greenland acquisition: Why it's crucial
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Referenced in the show:
https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://home.treasury.gov/news/press-releases/sb0364
https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0
https://x.com/chamath/status/2011486582386106387
https://x.com/friedberg/status/2011703965143220457
https://x.com/chamath/status/2011197387830935777
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
Transcript
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| 0:00.0 | All right, everybody, welcome back to the number one podcast in the world, your favorite podcast, the All In podcast, with me again, the core four, the original four, David Friedberg, Tomoffali Hopatia, David Sachs, we're here. |
| 0:14.3 | And there's a lot going on in the world. |
| 0:16.5 | Gentlemen, how's everybody's week going? |
| 0:18.1 | Anybody got big plans for next week? |
| 0:20.4 | Jake, your ship has finally come in. |
| 0:22.2 | Your invitation was not lost in the mail. |
| 0:24.7 | What? |
| 0:26.0 | Well, I bet. |
| 0:27.0 | You have been invited to Davos. |
| 0:30.5 | What? |
| 0:31.7 | I've got to get my guitar. |
| 0:33.9 | Oh, Davos, Kumbaya. |
| 0:36.9 | Don't blow it now. |
| 0:37.3 | I'm going to bring my guitar. Don't blow it now. |
| 0:37.6 | I'm going to bring my guitar. |
| 0:38.3 | Don't blow it now. |
| 0:39.5 | Explain to the audience what's happening here, Sacks. |
| 0:42.0 | What's happening? |
| 0:43.4 | Well, as it turns out, one of the houses there is in need of content. |
| 0:49.0 | So they've offered all in a stage to interview people. |
| 0:52.6 | All right. |
| 0:52.8 | So we got stage, microphone. |
... |
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