All-In Podcast

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

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

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

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

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

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

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

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

How Matt Mahan Thinks He Can Save California

How Matt Mahan Thinks He Can Save California

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

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!

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

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

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing β€” Grokipedia

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing β€” Grokipedia

Nobel Peace Prize Winner: MarΓ­a Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela

Nobel Peace Prize Winner: MarΓ­a Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela

NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias

NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package

Books on energy

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