All-In with Chamath, Jason, Sacks & Friedberg Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
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Jan 17, 2026 The hosts dive into the turmoil in Iran, examining the possibility of regime change driven by youth protests. They discuss Microsoft's groundbreaking plan to subsidize energy costs for residents while challenging hyperscalers to share the burden. The conversation shifts to OpenAI's transformative deal with Cerebras, indicating a new era for AI chips. A contentious wealth tax in California sparks a debate on the implications for billionaires, alongside a playful chat about Trump’s interest in acquiring Greenland and its strategic significance.
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Davos Invitation And USA House Plans
- Jason Calacanis was invited to Davos to host interviews at the USA House and canceled his ski trip to go.
- He and David Sacks will hold court and invite listeners to request interviews by emailing Jason.
Iran's Youth-Led Pressure And Info Warfare
- Iran's protests are driven by younger generations with internet access and severe economic pain from sanctions.
- The information environment and connectivity (Starlink, VPNs) radically change how revolts form and are reported.
Make Hyperscalers Fund Local Grid Upgrades
- Have hyperscalers pay for grid upgrades and local impacts when building data centers to avoid community pushback.
- Pair that with corporate-funded residential solar and storage programs to reduce local demand pressure.
