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2(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
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