What All-In Podcast Says About Energy
20 episodes about energy
Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social ...
Key Insights on Energy
US and Iran finalized a deal to extend ceasefire and reopen Strait of Hormuz, causing oil prices to drop 4% to $84/barrel
- Hyperliquid provided 24/7 oil price discovery during weekend strikes, with Bloomberg quoting their data for market analysis
- Oil prices approaching $100 could trigger 'massive amounts of issues in broader economic situations' affecting all risk assets
- The targeting pattern suggests economic motives: leadership decapitation, naval assets, but notably avoiding oil infrastructure
- China buys 90% of Iran's oil exports, making Iran essentially a gas station for China's energy needs
- The White House website still claims Iran's nuclear capability was 'fully obliterated' in June 2025
- America inherited the British global system seamlessly, with nuclear programs, financial centers, and intelligence operations transferring from London to Washington
- U.S. Energy Department forecasts petrol prices won't return to pre-war levels until end of 2027, diesel until mid-2027
Episodes
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El NiΓ±o
Charles & Chase Koch on How They Quietly Built a $150B Empire
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
How Matt Mahan Thinks He Can Save California
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Coinbase CEO Brian Armstrong Breaks Down the Three Biggest Trends in Crypto + More from Davos!
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth