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All In Podcast Episode 258 Recap and Notes January 16 2026

January 16 2026

  • All In invited to Davos
    • Sacks and Jason will be there
  • Iran

    • Inflation is out of control recently

    • Fluid situation - too early to comment

  • Microsoft Hyperscaler Datacenter plans
    • Locals will not foot the bill for higher electricity prices
    • Maybe soon companies will provide more amenities to local communities - easing the pressure more
    • One idea is to have industrial and commercial power usage in the US increase cost so residential could be free (residential is right now half of industrial + commercial) - so residents get free, but commercial costs go up so they can reduce their costs by investing in their own infrastructure - so a market force is created and its decentralized
    • Jason and Chamath pitching their off the grid solution (talking their book?) with having residential have storage + panels
  • OpenAI compute deal with Cerebras
    • Andrew Feldman has done a great job
  • BTA - Billionaire Tax Act

    • 10 states ban asset taxes

      • Only Texas explicitly bans wealth taxes

    • Asset Seizure tax is an infringement of property rights

    • Property Tax is different - the taxes help make that property more valuable (roads, police, fire department, schools, etc) - its uniform - everyone pays the same percentage

    • Asset tax is non uniform taxation

    • Uniformity clause protects people from being demographically targeted

    • Income tax is different - it taxes high earnings, not who the people are

    • You will set a precedent for the legislature

    • All private property will become public property

    • Tax appraiser - new job category

    • This doesn’t solve geometric debt problem

    • SEIU-UHW union is well funded to get the signatures for this ballot initiative but they’re going it alone right now - so the other unions are not helping - but it will come back in 2028 with a broader based support

    • CA collects roughly double what Florida and Texas collect

      • Provide nothing in return

    • Unions have monopoly on political power

  • Greenland
    • US officials met dignitaries from Denmark and Greenland
    • Geography might dictate what happens here
    • Frontier spirit

 

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