
(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Gavin Baker: https://x.com/GavinSBaker Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://shop.unitree.com/products/unitree-go2 https://shop.unitree.com/products/unitree-g1 https://a16zcrypto.com/posts/article/state-of-crypto-report-2024 https://x.com/chamath/status/1873144394100187263 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025 #allin #tech #news
Shane Cashman
“We obviously have talked to Shane at Poly market for some time and we set up a a deal with them where we could put our own markets up on the on the site.”
Donald Trump
“I think independent Centrist swung the election for Biden in 2020 and then I think they swung the election for Trump in 2024.”
Biden
“I think independent Centrist swung the election for Biden in 2020 and then I think they swung the election for Trump in 2024.”
Robert F. Kennedy Jr.
“We did see some of that with you know the breakout of Robert Kennedy maybe.”
Joe Lonsdale
“I think the technical term Joe Lonsdale does for that third person is a beep beep.”

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel

SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

"Is there an AI bubble?” Gavin Baker and David George

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

All-In's 2026 Predictions

E160: 2024 Predictions! Markets, tech, politics, and more

Scott Galloway: The Rich Are Quietly Preparing For The AI Collapse

Welcome to 2026 | TCAF 223

E109: 2022 Bestie Awards Live from Twitter HQ