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

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

All-In with Chamath, Jason, Sacks & Friedberg

January 17, 2026

(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming?
Speakers: Jason Calacanis, David Sacks, Chamath Palihapitiya, David Friedberg
**Jason Calacanis** (0:00)
All right, everybody, welcome back to the number one podcast in the world, your favorite podcast, the All-In Podcast with me again, the Core Four, the original four, David Friedberg, Chamath Palihapitiya, David Sacks, we're here, and there's a lot going on in the world. Gentlemen, how's everybody's week going? Anybody got big plans for next week?

**David Sacks** (0:20)
Jay Cal, your ship has finally come in. Your invitation was not lost in the mail.

**SPEAKER_3** (0:24)
What? Well, I bet-

**David Sacks** (0:27)
You have been invited to Davos.

**SPEAKER_3** (0:30)
What? I gotta get my guitar. Oh, Davos, Kumbaya.

**David Sacks** (0:36)
Don't blow it now.

**Jason Calacanis** (0:37)
I'm gonna bring my guitar.

**David Sacks** (0:38)
Don't blow it now. Don't blow it.

**Jason Calacanis** (0:39)
Explain to the audience what's happening here, Sacks. What's happening?

**David Sacks** (0:43)
Well, as it turns out, one of the houses there is in need of content, so they've offered All-In a stage to interview people.

**Jason Calacanis** (0:52)
All right, so we got stage, microphone, you're going.

**David Sacks** (0:55)
I'm going, yeah.

**Jason Calacanis** (0:56)
President Trump is giving a major talk there on Wednesday, I understand. And so there is a stage and microphone, so I canceled my ski trip in Japan to go to Davos.

**David Sacks** (1:12)
Even Jason.

**Jason Calacanis** (1:13)
Even Jay Cal is at Davos.

**Chamath Palihapitiya** (1:17)
Even Jay Cal.

**Jason Calacanis** (1:18)
I mean, it's pretty funny. I was invited to be part of that. Like you probably got this to Chamath back in the day, like they're young leaders for $50,000 a year. So we're going to be doing some interviews. And if you want to be interviewed by me and or Sacks at the USA House, email jason at allin.com if you're there, if you have ideas for speakers and we're going to be booking in real time.

**David Sacks** (1:40)
I haven't been to Davos. I guess the way it works is there's a bunch of houses. So countries have houses and then companies sponsor houses. And there's stuff happening there. There's like stages set up and there's constant interviews. So I've gotten a bunch of requests. Basically, everyone's interviewing everyone else at Davos. Does that make sense? I mean, it's like all the attendees are just constantly interviewing each other.

**Jason Calacanis** (2:04)
It's like the podcast circuit. All these podcasters now have run out of guests, so they just interview each other in a giant circle.

**David Sacks** (2:11)
That's what it is.

**Jason Calacanis** (2:12)
It's literally going to be heads of state interviewing heads of state.

**David Sacks** (2:16)
Yes. Everyone is just interviewing everybody.

**Jason Calacanis** (2:18)
Hey, welcome to the JD Vets show. I'm JD Vets. With me on the show today is Mondavi. Welcome to the show. Everybody's doing collabs there. The snake has eaten its tail. But I think we'll have a fun time. Me and Sacks are going and we're going to tear it up and have a good time. The USA House, I understand, is like on a main street there. And my understanding is I was talking to the CEO of McKinsey, who's one of the partners, I guess, who sponsors a lot of the stuff at Davos.

**Chamath Palihapitiya** (2:46)
Look at you rubbing elbows with the global elite, talking, texting with the deep state. This is fantastic.

**Jason Calacanis** (2:53)
Yeah, no, I'm going. It's a deep state. It's my deep state era going into 2026 And there's supposedly what the vibe is, Sacks, is people just kind of walk around the main town and they'll just pop into USA House and they network, have a coffee, they take a coffee. And then what we've got to do is have producer Lisa say, hey, do you listen to AllIn? Hey, well, it's great to see you. Would you like to talk to David and Jason? They can be sitting over here and just me and Dave are going to hold court. It's going to be fun. I'm looking forward to it.

**Chamath Palihapitiya** (3:24)
It's kind of like the little man on the street.

**David Friedberg** (3:27)
We might.

**Jason Calacanis** (3:28)
You know, I've done a little Vox Pop in my debt. And we might get a wireless microphone and go on the street and see what happens.

**David Sacks** (3:37)
This is going to last five minutes until people hear that Jay Cal is being obnoxious and asking tough questions.

**Chamath Palihapitiya** (3:44)
Well, you know, people don't know this, but Jay Cal does an incredible Triumph the Insult comic dog impression.

**David Friedberg** (3:49)
Oh, yeah, I do.

**Chamath Palihapitiya** (3:50)
Oh, my God. If you went around Davos' Triumph. Oh, dude.

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