All-In Podcast

Why Iran economic collapse could precede political collapse

Sanctions cut Iranian incomes to $200 a month. Microsoft pledges grid funding; FERC rules and a Cerebras deal reshape the data center power calculus.

JCJason CalacanishostDFDavid FriedberghostCPChamath Palihapitiyahost

Jan 17, 2026·1h 10m·Watch on YouTube ↗

📖 CHAPTERS

1. 1
   0:00 – 4:18

   Bestie intros!

2. 2
   4:18 – 14:28

   Iran's breaking point: regime change coming?

3. 3
   14:28 – 31:18

   Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs

4. 4
   31:18 – 35:09

   OpenAI's compute deal with Cerebras, the renaissance in decode silicon

5. 5
   35:09 – 56:13

   Billionaire backlash in California: Wealth Tax exodus

6. 6
   56:13 – 1:10:44

   Greenland acquisition: Why it's crucial