(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 Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31"> https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31</a> <a href= "https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026"> https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026</a> <a href= "https://home.treasury.gov/news/press-releases/sb0364">https://home.treasury.gov/news/press-releases/sb0364</a> <a href= "https://truthsocial.com/@realDonaldTrump/posts/115884759090137876"> https://truthsocial.com/@realDonaldTrump/posts/115884759090137876</a> <a href= "https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0">https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0</a> <a href= "https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4"> https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4</a> <a href= "https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f"> https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f</a> <a href= "https://x.com/chamath/status/2011486582386106387">https://x.com/chamath/status/2011486582386106387</a> <a href= "https://x.com/friedberg/status/2011703965143220457">https://x.com/friedberg/status/2011703965143220457</a> <a href= "https://x.com/chamath/status/2011197387830935777">https://x.com/chamath/status/2011197387830935777</a> <a href= "https://polymarket.com/event/will-trump-acquire-greenland-before-2027"> https://polymarket.com/event/will-trump-acquire-greenland-before-2027</a> <a href= "https://x.com/chamath/status/2011197387830935777">https://x.com/chamath/status/2011197387830935777</a>

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