Arizona

13 statements across 9 episodes · 7 bullish · 1 bearish · 10 people on the record · first statement Nov 4, 2020 by Michael Newman · said 97 times in 42 episodes since 2020 · across every show →

Mentions by year

brought up most by David Sacks (25), Jason Calacanis (22), Chamath Palihapitiya (14), David Friedberg (9), Kyrsten Sinema (7), Phil Hellmuth (2), John Cohen (2), Doug Burgum (2)

tap a year for its mentions
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08152020202120222023202420252026episodes it came up in
007.57.515152020202120222023202420252026episodesmentions per episode
2026 5 mentions in 5 episodes 1 per episode
2025 25 mentions in 13 episodes 2 per episode
2024 29 mentions in 12 episodes 2 per episode
2023 5 mentions in 4 episodes 1 per episode
2022 8 mentions in 3 episodes 3 per episode
2021 3 mentions in 3 episodes 1 per episode
2020 22 mentions in 2 episodes 11 per episode

every mention, scene by scene, with the transcript →

Everything said about Arizona, oldest first

Nov 4, 2020 neutral
Prediction Held up
Newman: 2020 election results in key swing states could take until weekend
“Unfortunately, all four of those states are going to probably take at least a day. Arizona, three days, I think, to count. Maybe not this year because So much of the vote was early. Maybe it'll move faster, but they are notoriously slow counters. So settle in.…”
Michael Newman Nov 4, 2020 ▶ 1:07:33 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Nov 4, 2020
Prediction Held up
Calacanis: Arizona looks like it is going to Joe Biden
“Looks like Arizona is going to Biden.”
Jason Calacanis Nov 4, 2020 ▶ 1:38:36 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Nov 4, 2020 bullish
Prediction Held up
David Sacks claims Donald Trump will perform better on Election Day ballots in Arizona
“Yeah, so, so Arizona, they counted all the absentee ballots for the mail-in ballots first, but the in-person voting hasn't been counted yet. So you can't call that state if they haven't counted all the in-person, because Trump's going to do better with, you kn…”
David Sacks Nov 4, 2020 ▶ 2:40:49 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Jul 22, 2022 positive
Prediction Not checkable as stated
David Sacks predicts Blake Masters will do well in Arizona Republican primary
“Blake still has to win the primary in Arizona. That's a little bit more of a toss up, but I think he'll do well.”
David Sacks Jul 22, 2022 ▶ 2:52 E88: First principle politics, China chaos & outlook, state of private/public markets & more
Sep 24, 2024 neutral
Assertion Supported
Sinema: Running for a U.S. Senate seat in Arizona costs $150 million
“A Senate seat in Arizona is like, what, a hundred and fifty million dollars?”
Kyrsten Sinema Sep 24, 2024 ▶ 12:41 Senator Kyrsten Sinema | All-In Summit 2024
May 6, 2025 positive
What-if
Arizona and California agriculture relies entirely on the Bureau of Reclamation
“We wouldn't have agriculture in Arizona or California without that.”
Doug Burgum May 6, 2025 ▶ 10:07 Doug Burgum, Secretary of the Interior | All-In DC
May 25, 2025 bullish
Disclosure
Chamath Palihapitiya is funding a one-gigawatt data center in Arizona
“I'm going to announce on Monday, we're building a one gigawatt data center that I'm funding in Arizona.”
Chamath Palihapitiya May 25, 2025 ▶ 26:21 Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview
Jul 23, 2025
Assertion Supported
Lisa Su: AMD produced its first 4nm chips at TSMC Arizona
“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”
Dr. Lisa Su Jul 23, 2025 ▶ 14:59 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 bullish
Prediction Open · timeframe Jul 2029
Huang: US will produce $500B in AI supercomputers over next four years
“In Arizona and Texas, we will, in the next four years, probably produce about half a trillion dollars worth of AI supercomputers.”
Jensen Huang Jul 23, 2025 ▶ 55:30 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Assertion Not checkable as stated
Bessent: TSMC's Arizona fab system could supply 7% of US chips
“TSMC wants to build a gigantic fab system in Arizona, and I think it might be able to, Produce up to seven percent of the chips that the United States needs, and they're dealing with local building inspectors.”
Scott Bessent Jul 23, 2025 ▶ 16:25 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Jul 23, 2025 positive
Disclosure
Chamath reveals his $25B, one-gigawatt Arizona data center project
“I have a data center project in Arizona. It's a gigawatt. It'll be twenty-five billion dollars of capital.”
Chamath Palihapitiya Jul 23, 2025 ▶ 30:39 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Mar 23, 2026 negative
Assertion Supported
Mahan: California sometimes pays Arizona to take excess solar power
“Power is so cheap and abundant in California that we sometimes pay Arizona to take our excess solar”
Matt Mahan Mar 23, 2026 ▶ 37:13 How Matt Mahan Thinks He Can Save California
Jun 13, 2026
Disclosure
Chamath Palihapitiya bought 2,000 acres in Arizona zoned for a data center
“Two years ago, I bought 2000 acres in Arizona with a partner. We got it zoned. We got it approved. So we're allowed to build a two gigawatt data center.”
Chamath Palihapitiya Jun 13, 2026 ▶ 17:15 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
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