All-In with Chamath, Jason, Sacks & FriedbergIran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR NightmareThe $50B per gigawatt reality
44:53–46:10 · 77s
Chamath breaks down his own 1GW data center costs and a five-to-six-year payback model, tying AI profitability timelines directly to energy, silicon, and infrastructure.