(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:

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

Follow on LinkedIn:

Intro Music Credit:

Intro Video Credit

Referenced in the show:

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