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David Sacks

๐Ÿ‘ค Speaker
20223 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

We don't want that to persist longer than it has to, but there are actually worse outcomes than that.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

So if the Iranians get hit, if their oil and gas infrastructure gets hit, they've already said they're gonna engage

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

in tit-for-tat retaliation against the Gulf states.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And we saw there was recently the Iranians blew up this giant oil depot in Oman.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

You saw some of those images.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

They could continue to target the oil and gas infrastructure across the Gulf states.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And if that happens, it won't really matter if the straits get reopened because you won't be able to restart oil and gas production in the Middle East.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

So that would be, I think, a much worse outcome that could result from escalation.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Furthermore, there's an even worse, I think, scenario from there, which is the region is very dependent on desalination plants.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I think something like 70% of Riyadh gets their water from desalination.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I think it's something like 100 million people on the Arabian Peninsula that get their water from desal.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I mean, it's basically a desert, right?

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And those desal plants were soft targets.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

You already saw there was, I think there was one desal plant in Iran that got hit.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And then it caused Iran, again, tit for tat to hit a desal plant.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I think it was in Kuwait.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I could be off about that.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

But in any event, if you see that type of destruction continue, you could literally render the Gulf almost uninhabitable.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

I mean, you're just not going to have enough water for 100 million people.

All-In with Chamath, Jason, Sacks & Friedberg
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

And human beings just cannot survive very long without water.