Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

(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:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit

https://x.com/TheZachEffect

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://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4

https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f

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

https://x.com/chamath/status/2011197387830935777

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(410)

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" ...

21 Aug 1h 30min

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and pri...

18 Aug 55min

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summi...

14 Aug 1h 39min

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reas...

13 Aug 1h 11min

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (4...

8 Aug 1h 15min

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing ...

5 Aug 48min

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN A...

31 Juli 1h 36min

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot ...

28 Juli 1h 8min

Populärt inom Business & ekonomi

framgangspodden
badfluence
rss-jossan-nina
varvet
dynastin
rss-borsens-finest
avanzapodden
uppgang-och-fall
borsmorgon
svd-tech-brief
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
fill-or-kill
rss-inga-dumma-fragor-om-pengar
tabberaset
rss-hos-psykologen
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
ekonomiekot-extra
rss-veckans-trade