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All-In's 2026 Predictions

Overview

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Highlights

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All-In's 2026 Predictions

All-In with Chamath, Jason, Sacks & Friedberg

Jan 10
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Jan 10
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian Beli...

Highlights

In this episode, the hosts dissect pivotal economic, political, and technological developments shaping 2026, grounded in real-time policy debates, market shifts, and contrarian forecasts.
02:23
A potential asset seizure tax in California has united left and right in opposition
15:04
The 'Mandami Moment' is fueled by Democrats' shift to socialism and Trump's focus on military budget increases instead of domestic needs
24:13
Tech companies should hold truth and reconciliation meetings with conservative influencers in 2026
37:50
A speaker divested their Grok and XAI shares when joining the government, sacrificing significant financial gain
49:20
Young people using AI tools will find jobs easily, while unmotivated ones not using AI will face difficulties
51:57
Traditional M&A is effectively dead due to import-export controls by China and the US
1:02:20
The standoff with China will be largely resolved when President Trump visits
1:05:50
A 6% GDP growth rate is not unrealistic given earnings beats, AI-driven productivity, and 2026 tax cuts
1:13:12
Traditional media stocks will be the worst-performing asset due to competition from independent creators
1:20:19
2026 will be the year of mega IPOs, with two of SpaceX, Android, Stripe, Anthropic, and OpenAI likely to file
1:21:22
David Friedberg predicts citizen journalism—people actively doing exposés—as the big 2026 media trend

Chapters

California exodus, asset seizure tax, Besties to Austin?
00:00
Biggest Political Winner
12:27
Biggest Political Loser
17:45
Biggest Business Winner
32:15
Biggest Business Loser
40:51
Biggest Business Deal
49:34
Most Contrarian Belief
56:15
Best Performing Asset
1:03:05
Worst Performing Asset
1:08:02
Most Anticipated Trend
1:15:17
Most Anticipated Media
1:21:18

Transcript

Chamath Palihapitiya: This is what we need. Let him go. Jason Calacanis: All right, here we go. Chamath Palihapitiya: This is Jason in the corner, warming up. Jason Calacanis: In three, two, shut the f*** up, Friedberg. It's my show. Three, two, all rig...