{
 "name": "data centers",
 "type": "concept",
 "episodes": [
  "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
  "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
  "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
  "invest-like-the-best-2026-06-30-etched-building-ai-hardware-to-make-inference-faster-and-che",
  "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
  "all-in-2026-07-20-mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out",
  "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban"
 ],
 "claims": [
  {
   "holder": "John Fetterman",
   "claim": "A moratorium on data centers is a China-first policy, and AI is an incredible opportunity rather than a scourge.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "data centers",
    "China",
    "AI"
   ],
   "timestamp": "2:47",
   "quote": "moratorium for data centers, for me, that's a China first kinds of policy for that. I'm going to continue to push back that. I'm not going to describe that as a scourge. I'm going to describe that as an incredible new opportunity.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "America, not China, should build the 'chassis' of AI; much of the opposition to AI and data centers is funded by groups aligned with the CCP.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "AI",
    "China",
    "data centers"
   ],
   "timestamp": "17:09",
   "quote": "it can come from us or it can come from China, whose side are you're going to be in? And a lot of the people that oppose that, now a lot of that opposition is funded by a lot of these groups that are aligned with CCP.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "Dave McCormick",
   "claim": "Opposition to data centers is largely driven by misinformation from China and outside forces, plus genuine lack of understanding, and a clearer 'covenant' with communities on energy, water, tax base, and infrastructure is needed.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "China"
   ],
   "timestamp": "30:34",
   "quote": "There's enormous misinformation, and I think that misinformation is largely being driven by China and outside forces.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "Dave McCormick",
   "claim": "The data-center opposition mirrors the fracking fight: a campaign of misinformation that, 15 years later, gave way to broad-based support once the economic benefits became clear.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "fracking"
   ],
   "timestamp": "31:30",
   "quote": "we went through this before, John and I, both lived through this with fracking.\nHuge campaign against, huge misinformation, lack of understanding, and 15 years later, I'd say there's pretty broad-based support for fracking.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "Energy is national security, and refusing to become 'a party of Luddites' on AI and data centers is essential because the technology will transform society and is net productive.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "data centers"
   ],
   "timestamp": "31:55",
   "quote": "I would tell people energy is national security.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "With the US only six to eight months ahead of China, his party's push for a data-center moratorium would hand the AI race to China.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "data centers",
    "China",
    "AI"
   ],
   "timestamp": "35:08",
   "quote": "you described that we have six to eight months ahead of China, right?... So now, my party is driving for a moratorium for data centers. I mean, do you think China doesn't love that?",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "David Sacks",
   "claim": "The data-center and energy build-out is a blue-collar boom — a construction boom benefiting the trades, with hundreds of thousands of new jobs and 25-30% wage increases for construction workers.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "Pennsylvania"
   ],
   "timestamp": "36:15",
   "quote": "this is a blue-collar boom because this is a construction boom and blue-collar workers are really going to benefit.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "Dave McCormick",
   "claim": "Data centers are economic engines for communities — generating four buckets of jobs (construction, operations, hardware refresh, and surrounding services, roughly two logistics jobs per data-center job) — and the decision must come from the ground up, not from senators.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "Pennsylvania"
   ],
   "timestamp": "37:53",
   "quote": "These things are economic engines. So once you get that covenant straight, people are willing to make the decision.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "AI energy supply is grossly imbalanced — very meager supply against effectively infinite demand — which pulls forward the case to go to space.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "orbital compute",
    "AI",
    "data centers"
   ],
   "timestamp": "1:13:22",
   "quote": "There is very, very meager supply and there's effectively infinite demand.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "Going to space will favor SpaceX's compute stack over the hyperscalers, while remaining terrestrial data centers become extraordinarily valuable 'diamonds'.",
   "stance": "prediction",
   "conviction": 0.7,
   "subjects": [
    "SpaceX",
    "orbital compute",
    "data centers"
   ],
   "timestamp": "1:13:22",
   "quote": "Whatever is left on the ground, though, will be incredibly, incredibly valuable. It'll be a diamond.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Rob Wachen",
   "claim": "Power availability and time-to-power are the binding constraints on AI buildout, so the industry must extract far more tokens per megawatt.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "power",
    "data centers"
   ],
   "timestamp": "42:51",
   "quote": "One of the things that matters a ton is power availability and time to power.",
   "episode_id": "invest-like-the-best-2026-06-30-etched-building-ai-hardware-to-make-inference-faster-and-che",
   "published_at": "2026-06-30"
  },
  {
   "holder": "Kathy Hochul",
   "claim": "Hyperscale data centers drive up the carbon footprint, occupy massive land displacing agriculture and open space, and raise utility bills, water, and noise — justifying a statewide moratorium.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "New York"
   ],
   "timestamp": "1:00:05",
   "quote": "Powered by fossil fuels, they drive up our carbon footprint. They occupy massive amounts of land, potentially displacing agricultural space and open spaces.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "David Sacks",
   "claim": "The way to solve data centers' utility-price problem is to let AI companies build behind the meter and become power companies, as the president has advocated.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "energy deficit"
   ],
   "timestamp": "1:00:37",
   "quote": "let the AI companies become power companies. That is the way to solve the energy problem",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "David Sacks",
   "claim": "The water-consumption objection to data centers is largely a hoax because modern data centers recirculate water in closed-loop systems.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "data centers"
   ],
   "timestamp": "1:00:37",
   "quote": "The whole water consumption thing is largely a hoax.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "David Sacks",
   "claim": "Data centers are one of the best things America could be building — high land-use ROI, tax revenue, blue-collar jobs, and clean-burning natural gas.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "data centers"
   ],
   "timestamp": "1:02:06",
   "quote": "data centers are honestly one of the best things we could be building as a nation.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "David Sacks",
   "claim": "Anthropic funding groups that block data-center construction is self-defeating, because the number-one constraint on Anthropic's own revenue growth is compute and data-center availability, not demand.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "Anthropic",
    "data centers"
   ],
   "timestamp": "1:04:52",
   "quote": "the number one thing slowing down the growth of Anthropics revenue, it's not demand. I think it's the availability of compute and data centers.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "David Friedberg",
   "claim": "Much anti-data-center sentiment — like the earlier anti-GMO and anti-nuclear waves — traces to foreign influence campaigns (e.g., Russia Today) rather than organic, rational objection.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "data centers",
    "Russia Today",
    "foreign influence operations"
   ],
   "timestamp": "1:11:25",
   "quote": "a lot of it originated in this Russian media push that happened around this era.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "David Sacks",
   "claim": "China is behind influence campaigns shaping US attitudes against AI data centers, because stopping the US from building AI infrastructure is a way for China to win the AI race.",
   "stance": "assertion",
   "conviction": 0.75,
   "subjects": [
    "China",
    "data centers",
    "foreign influence operations"
   ],
   "timestamp": "1:15:03",
   "quote": "If they can stop us from building this necessary infrastructure, then that's a way for China to win the AI race.",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "Mark Cuban",
   "claim": "Companies are layering expensive private-credit borrowing, including 50-year bonds, on top of capex spent from cash flow, which is 'planning for perfection.'",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "private credit",
    "data centers",
    "AI bubble"
   ],
   "timestamp": "2:23",
   "quote": "That's planning for perfection.",
   "episode_id": "all-in-2026-07-20-mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out",
   "published_at": "2026-07-20"
  },
  {
   "holder": "Mark Cuban",
   "claim": "If a price-performance breakthrough sharply reduces AI's power requirements, many data centers being built today will end up repurposed rather than fully utilized.",
   "stance": "opinion",
   "conviction": 0.65,
   "subjects": [
    "data centers",
    "AI bubble"
   ],
   "timestamp": "2:46",
   "quote": "there's going to be a lot of data centers that are going to be turned into pickleball courts.",
   "episode_id": "all-in-2026-07-20-mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out",
   "published_at": "2026-07-20"
  },
  {
   "holder": "Mark Cuban",
   "claim": "AI and data-center compute could follow the same trajectory as fiber-optic bandwidth, which went from scarce to abundant as price-performance improved by orders of magnitude, eliminating the 'bandwidth problem.'",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "data centers",
    "AI bubble"
   ],
   "timestamp": "3:02",
   "quote": "Then it went from one gigabyte fiber to 10 to 100 gigabyte. And then there wasn't a fiber problem anymore.",
   "episode_id": "all-in-2026-07-20-mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out",
   "published_at": "2026-07-20"
  },
  {
   "holder": "David Friedberg",
   "claim": "Unlike the dot-com boom, which ran on non-dollar metrics, this cycle is backed by unprecedented real revenue and profit growth at Anthropic and across data centers and networking.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "AI bubble",
    "Anthropic",
    "data centers"
   ],
   "timestamp": "12:08",
   "quote": "What we're seeing now is revenue and profits and growth in revenue and profits that we've never seen before. That's kind of the anthropic story.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "Trump will be proven right on data centers, and Shapiro and Abbott flipped to anti-data-center cynically for the midterms and will flip back afterward.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "data centers",
    "Donald Trump",
    "Josh Shapiro",
    "Greg Abbott"
   ],
   "timestamp": "50:44",
   "quote": "You know, Trump is going to turn out to be right about this data center issue.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "David Friedberg",
   "claim": "Politicians have to oppose data centers right now because the issue polls at negative 80 across both parties.",
   "stance": "assertion",
   "conviction": 0.7,
   "subjects": [
    "data centers"
   ],
   "timestamp": "52:03",
   "quote": "I think you politically have to be. It's like polling at negative 80 And it's bipartisan.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "David Sacks",
   "claim": "Local communities should accept data centers when the deal is good for them, as with Loudoun County tax cuts and Louisiana teacher bonuses; the water-usage objection is fake news and the administration leaves siting to states.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "data centers",
    "Donald Trump"
   ],
   "timestamp": "52:15",
   "quote": "It does not use an excessive amount of water. That's total fake news.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "The anti-data-center decel movement is organized and largely funded by foreign actors, and Abbott and Shapiro are reacting to faulty data; walking communities through the actual upside shifts sentiment by 30-40 points.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "China",
    "Josh Shapiro",
    "Greg Abbott"
   ],
   "timestamp": "54:39",
   "quote": "We're able to increasingly see that de-sell movement is organized in large part and then funded by foreign actors.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "The apparent consensus against data centers is manufactured by small numbers of bot accounts brigading influential people, not real public opinion.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "data centers",
    "China",
    "X"
   ],
   "timestamp": "56:06",
   "quote": "And the consensus is not that people don't like data centers. It's that a bunch of bots are telling influential people that people don't like data centers.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "People anchoring into anti-AI and anti-data-center positions now will look incredibly foolish within six to twelve months as the truth about who funded the backlash is exposed.",
   "stance": "prediction",
   "conviction": 0.85,
   "subjects": [
    "data centers",
    "AI politics"
   ],
   "timestamp": "56:53",
   "quote": "which will look incredibly, incredibly dumb in six to nine months and a year from now.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "David Sacks",
   "claim": "Hundreds of astroturf doomer groups were funded by three EA billionaires (Moskovitz, Tallinn, Buterin), and the Anthropic IPO will mint roughly 100 new EA billionaires whose political spending will be like George Soros times 100 or 1000.",
   "stance": "prediction",
   "conviction": 0.75,
   "subjects": [
    "effective altruism",
    "Anthropic",
    "data centers",
    "Dustin Moskovitz",
    "Jaan Tallinn",
    "Vitalik Buterin"
   ],
   "timestamp": "57:21",
   "quote": "we are going to have probably 100 new EA billionaires as a result of the anthropic IPO. And as those people find their way into politics, it will be like George Soros times 100 or 1000",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "Mamdani's ban marks the moment New York becomes Mississippi and Mississippi becomes New York: far-left cities' anti-AI policies are a self-imposed segregation that will push a generation into poverty while states embracing AI and data centers pull ahead.",
   "stance": "prediction",
   "conviction": 0.8,
   "subjects": [
    "Zohran Mamdani",
    "New York City",
    "AI in education",
    "data centers"
   ],
   "timestamp": "1:06:59",
   "quote": "This is when New York becomes Mississippi, while Mississippi becomes New York.",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  }
 ],
 "predictions": [
  {
   "holder": "Gavin Uberti",
   "prediction": "There will be a trillion-dollar individual data center — a giant mega token factory serving one or a handful of models for a massive number of users.",
   "timeframe": "unspecified (a matter of time)",
   "subjects": [
    "data centers",
    "tokens"
   ],
   "timestamp": "1:23:41",
   "quote": "Absolutely. It is a matter of time.",
   "episode_id": "invest-like-the-best-2026-06-30-etched-building-ai-hardware-to-make-inference-faster-and-che",
   "published_at": "2026-06-30"
  },
  {
   "holder": "David Sacks",
   "prediction": "A New York data-center moratorium will mean at least a five-year delay before another data center can be switched on in the state.",
   "timeframe": "at least 5 years",
   "subjects": [
    "data centers",
    "New York"
   ],
   "timestamp": "1:04:52",
   "quote": "It's probably a good five years at least before you can get another data center switched on in the state of New York.",
   "due": "2031-07-18",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "holder": "Mark Cuban",
   "prediction": "If Cuban turns out to be wrong that today's AI/data-center buildout is overbuilt relative to demand, it will be because video and world-model workloads end up consuming far more compute than expected.",
   "timeframe": "unspecified",
   "subjects": [
    "data centers",
    "world models"
   ],
   "timestamp": "21:14",
   "quote": "If I'm going to be wrong on the data centers, it's going to be because of video.",
   "episode_id": "all-in-2026-07-20-mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out",
   "published_at": "2026-07-20"
  },
  {
   "holder": "Jason Calacanis",
   "prediction": "Shapiro and Abbott will switch back to being pro-data-center after the midterms.",
   "timeframe": "after the November 2026 midterms",
   "subjects": [
    "Josh Shapiro",
    "Greg Abbott",
    "data centers"
   ],
   "timestamp": "50:44",
   "quote": "I'm of the belief they're going to switch their position back to being pro data centers because they just are following the wave here.",
   "due": "2026-11-03",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "Chamath Palihapitiya",
   "prediction": "Anti-AI and anti-data-center positions taken now will look incredibly dumb as the truth about the backlash is exposed.",
   "timeframe": "six to twelve months",
   "subjects": [
    "data centers",
    "AI politics"
   ],
   "timestamp": "56:53",
   "quote": "which will look incredibly, incredibly dumb in six to nine months and a year from now.",
   "due": "2027-09-04",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "holder": "Chamath Palihapitiya",
   "prediction": "States and cities that embrace AI, data centers, tax cuts and teacher bonuses will pull ahead while far-left cities hollow out, reordering the US economic and voting balance.",
   "timeframe": "unspecified",
   "subjects": [
    "Zohran Mamdani",
    "New York City",
    "data centers",
    "AI in education"
   ],
   "timestamp": "1:06:59",
   "quote": "all the states that embrace AI, that embrace the data centers, that embrace the tax cuts, that embrace the teacher bonuses, they're just going to end up ahead",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  }
 ],
 "facts": [
  {
   "statement": "For data-center infrastructure, zoning and approval have overtaken energy and chips as the biggest gating factor, per the head of data-center infra investing at a major PE firm.",
   "subjects": [
    "data centers"
   ],
   "timestamp": "14:24",
   "quote": "it used to be energy and chips were our biggest gating factors. Now it's zoning and approval, much more important.",
   "source": "Gavin Baker",
   "episode_id": "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
   "published_at": "2026-05-20"
  },
  {
   "statement": "The Homer City coal plant is being converted to natural gas, producing 4.4 gigawatts of power, with 3.4 gigawatts feeding a data-center complex and a gigawatt returning to the grid.",
   "subjects": [
    "Homer City",
    "data centers"
   ],
   "value": "4.4 GW total; 3.4 GW to data center; 1 GW to grid",
   "timestamp": "28:45",
   "quote": "Homer City, 4.4 gigawatts of power from a coal plant that's being transitional to natural gas. 3.4 gigawatts is going to go into a data center complex, a gigawatts going back on the grid",
   "source": "Dave McCormick",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "statement": "Since the summit there have been hundreds of thousands of new construction jobs created and 25 to 30% wage increases for construction workers.",
   "subjects": [
    "Pennsylvania",
    "data centers"
   ],
   "value": "25-30% wage increases",
   "timestamp": "36:15",
   "quote": "we've had hundreds of thousands of new jobs, construction jobs created and 25 to 30% wage increases for construction workers.",
   "source": "David Sacks",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "statement": "There are roughly two logistics jobs created for every one job in a data center, per the trucking association.",
   "subjects": [
    "data centers"
   ],
   "value": "~2 logistics jobs per data-center job",
   "timestamp": "37:53",
   "quote": "They guess that it's about two logistics jobs for every one job in a data center.",
   "source": "Dave McCormick",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "statement": "Standing up a one-gigawatt data center costs about $35B in semiconductors plus $25B in power and cooling equipment.",
   "subjects": [
    "data centers",
    "orbital compute"
   ],
   "value": "$35B silicon + $25B power/cooling",
   "timestamp": "1:11:52",
   "quote": "to stand up a one gigawatt data center, it's $35 billion in semiconductors and video semiconductors, and it's $25 billion of power and cooling equipment",
   "source": "Gavin Baker",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "statement": "New York Governor Kathy Hochul announced she will sign the nation's first-ever statewide moratorium on hyperscale data centers.",
   "subjects": [
    "Kathy Hochul",
    "data centers",
    "New York"
   ],
   "timestamp": "1:00:05",
   "quote": "they'll be signing the nation's first ever statewide moratorium on hyperscale data centers.",
   "source": "Kathy Hochul",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "statement": "A cited study found a typical data center uses about as much water as two and a half In-N-Out burger chains.",
   "subjects": [
    "data centers"
   ],
   "value": "~2.5 In-N-Out chains of water",
   "timestamp": "1:01:54",
   "quote": "a typical data center uses the same amount of water as two and a half in and out burgers.",
   "source": "David Sacks",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "statement": "In North Dakota, teachers received $30,000-$40,000 bonuses from the tax revenue generated by data centers.",
   "subjects": [
    "data centers"
   ],
   "value": "$30K-$40K teacher bonuses",
   "timestamp": "1:02:21",
   "quote": "teachers were getting like 30 and $40,000 bonuses from all the tax revenue",
   "source": "Chamath Palihapitiya",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "statement": "About 40% of data-center projects are being mothballed or stopped, creating a massive deficit of available energy to drive AI use.",
   "subjects": [
    "data centers",
    "energy deficit"
   ],
   "value": "~40% of projects mothballed",
   "timestamp": "1:07:09",
   "quote": "it's about 40 percent of all these projects are getting mothballed and stopped",
   "source": "Chamath Palihapitiya",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "statement": "A poll found north of 50% of Americans believe data centers increase the cost of water and electricity, even when the data center recycles its water and produces its own power.",
   "subjects": [
    "data centers"
   ],
   "value": ">50% of Americans",
   "timestamp": "1:11:25",
   "quote": "something north of 50% of Americans believe that data centers increase the cost of water and electricity.",
   "source": "David Friedberg",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  },
  {
   "statement": "In Loudoun County, Virginia, average property taxes fell by $6,000 because of data center revenue, and a Louisiana county gave teachers their first bonus in years from data center revenue.",
   "subjects": [
    "data centers",
    "Loudoun County"
   ],
   "value": "-$6,000 property taxes",
   "timestamp": "52:15",
   "quote": "in Loudoun County, Virginia, the average taxpayers' property taxes went down by $6,000 because they're getting all this data center revenue.",
   "source": "David Sacks",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "statement": "The December executive order Sacks worked on expressly states that data center siting remains a state and local decision.",
   "subjects": [
    "data centers",
    "Donald Trump"
   ],
   "timestamp": "52:15",
   "quote": "In the policy document that I worked on, the executive order that I worked on in December, we expressly said that data centers remain a state and local decision.",
   "source": "David Sacks",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "statement": "A poll showed community sentiment on data centers shifted by 30-40 points once residents were walked through the actual upside.",
   "subjects": [
    "data centers"
   ],
   "value": "+30-40 points",
   "timestamp": "54:39",
   "quote": "the sentiment shifted by 30 or 40 points",
   "source": "Chamath Palihapitiya",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  },
  {
   "statement": "Axios reported, per X, that roughly 200 accounts from suspected Chinese bot farms tried to influence Americans to oppose AI data centers on social media.",
   "subjects": [
    "China",
    "data centers",
    "X"
   ],
   "value": "~200 accounts",
   "timestamp": "56:06",
   "quote": "Roughly 200 accounts from suspected Chinese bot forms have quietly tried to influence Americans to oppose AI data centers on social media.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-09-04-gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-ban",
   "published_at": "2026-09-04"
  }
 ],
 "first_seen": "2026-05-20",
 "last_seen": "2026-09-04"
}