Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
episodePreviously titled “Iran's Breaking Point, Trump's Greenland Acquisition, Solving Energy Costs, Billionaire Tax Backlash” — renamed by the publisher on Aug 6, 2026
Transcript
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What is the main topic discussed in this episode?
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, Jamath Palihapitiya, David Sachs, we're here, and there's a lot going on in the world. Gentlemen, how's everybody's week going? Anybody got big plans for next week?
What are the current events leading to Iran's breaking point?
J. Cal, your ship has finally come in. Your invitation was not lost in the mail. What? Really? You have been invited to Davos.
I got to get my guitar. Oh, Davos, Kumbaya. Don't blow it now.
I'm going to bring my guitar. Don't blow it now.
How is Microsoft addressing energy costs for data centers?
Don't blow it. Explain to the audience what's happening here, Sax. What's happening?
Well, as it turns out, one of the houses there is in need of content. So they've offered all in a stage to interview people.
All right. So we got stage, microphone. You're going. I'm going, yeah. President Trump is giving a major talk there on Wednesday, I understand. And so there is a stage and microphones. So I'm I canceled my ski trip in Japan to go to Davos.
Even Jason. Even J-Cal.
Even J-Cal is at Davos. Even J-Cal. I mean, it's pretty funny.
What is the significance of OpenAI's compute deal with Cerebras?
I was invited to be part of that. Like, you probably got this too, Chamath, back in the day. Like, they're young leaders for $50,000 a year. So, we're going to be doing some interviews.
What are the implications of the billionaire tax backlash in California?
And if you want to be interviewed by me and or Sax at the USA House, email Jason at allin.com if you're there. If you have ideas for speakers and we're going to be booking in real time.
I haven't been to Davos. I guess the way it works is there's a bunch of houses. So countries have houses and then companies sponsor houses and there's stuff happening there. There's like stages set up and there's constant interviews. So, you know, I've gotten a bunch of requests. Basically everyone's interviewing everyone else at Davos. Does that make sense? I mean, it's like all the attendees are just constantly interviewing each other.
It's like the podcast circuit. All these podcasters now have run out of guests, so they just interview each other in a giant circle.
That's what it is.
It's literally going to be... Heads of state interviewing heads of state.
Yes, everyone's just interviewing everybody.
Hey, welcome to the J.D. Vance Show. I'm J.D. Vance. With me on the show today is Mondami.
Why is the acquisition of Greenland considered crucial?
Welcome to the show. Everybody's doing collabs there. The snake has eaten its tail. But I think we'll have a fun time. Me and Sax are going. And we're going to tear it up and have a good time. The USA House, I understand, is like on a main street there. And my understanding is I was talking... to the CEO of McKinsey, who's one of the partners, I guess, who sponsors a lot of the stuff at Davos.
Look at you rubbing elbows with the global elite, talking, texting with the deep state. This is fantastic.
Yeah, no, I'm going. It's a deep state. It's my deep state era going into 2026. And there's supposedly what the vibe is, Sax, is... people just kind of walk around the main town and they'll just pop into USA house and they network, have a have a coffee, they take a coffee. And then what we've got to do is have producer Lisa say, Hey, do you listen to all in a with great to see you? Would you like to talk to David and Jason, they can be sitting over here and just me and Dave are gonna hold court. It's gonna be fun. I'm looking forward to it.
We're kind of like a little little man on the street.
We might, you know, I've done a little Vox Pop in my deck. And we might get a wireless microphone and go on the street and see what happens.
This is going to last five minutes until people hear that J. Cal is being obnoxious and asking tough questions.
Well, you know, J. Cal, people don't know this, but J. Cal does an incredible Triumph the Insult comic dog impression. Oh, yeah, I do. Oh, my God. If you went around Dallas as Triumph. Oh, dude.
Oh, yes. It looks like it's the prime minister of Germany. I understand. You turned off your nuclear at the right time. How's the data center project going? I heard the 15-year-old Greta is doing your energy conservation and your strategy.
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:00–0:20
2
What are the current events leading to Iran's breaking point?
0:20–0:39
3
How is Microsoft addressing energy costs for data centers?
0:39–1:20
4
What is the significance of OpenAI's compute deal with Cerebras?
1:20–1:30
5
What are the implications of the billionaire tax backlash in California?
1:30–2:24
6
Why is the acquisition of Greenland considered crucial?
2:24–15:45
7
What are the potential outcomes of regime change in Iran?
15:45–21:45
8
What are the historical perspectives on U.S. interest in Greenland?
21:45–1:10:31
Speakers
5 identifiedMore from All-In with Chamath, Jason, Sacks & Friedberg
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