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All-In with Chamath, Jason, Sacks & Friedberg

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Business, Entrepreneurship, Technology

4.010.4K Ratings

🗓️ 12 June 2026

⏱️ 68 minutes

🧾️ Download transcript

Summary

(0:00) Chamath explains the Best Ideas format

(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts

(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy

(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology

(40:20) Multicoin Capital's Kyle Samani pitches GEODNET

(54:50) The Besties recap the pitches and announce winners

Thanks to our partners for making this possible!

EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.

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Follow Aaron:

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https://www.linkedin.com/in/daniel-dreyfus-b65554209

Follow Oleg:

https://www.linkedin.com/in/oleg-nodelman-375131

Follow Kyle:

https://x.com/KyleSamani

https://www.linkedin.com/in/kylesamani

Follow the besties:

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https://x.com/DavidSacks

https://x.com/friedberg

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Transcript

Click on a timestamp to play from that location

0:00.0

Maybe you could tell us a little bit about how you selected our presenters and your vision for this.

0:05.0

I mean, for any of you guys who've been involved in Ira Sone, this is a gentleman that passed away from cancer far too young,

0:12.0

and his family created this thing called the Sone Foundation, and they would host this event, and it started in Lincoln Center,

0:19.0

and they would ask these managers.

0:23.6

And so at the time, I was like a young venture investor,

0:27.9

and I got this invite, and I showed up in New York at Lincoln Center in 2015.

0:31.1

And I said, Amazon's going to be a trillion-dollar company.

0:32.8

And I was laughed out of the room.

0:39.4

David Einhorn, who's a friend of mine, but who is totally wrong, said, I know trillion dollar companies, this is not a trillion dollar company, wrong.

0:43.6

It turned out to be a great bet.

0:45.3

I went back.

0:46.2

I did Tesla in 2016.

0:47.9

We picked the converts.

0:49.5

And then in 2017, I was like, all right, this is my, this is it.

0:57.2

This is my magnum opus. And I said,

1:04.3

AI is the future. And then I picked Box. I was like, if I had just picked Invidia, I would have been a legend. Legend that I could have retired. Well, anyway, so we wanted to recreate

1:08.8

Irisone and start to get these great managers who are

1:11.6

making great picks, making a ton of money for their LPs. They don't get the distribution. And so it's just the chance to like get to know some of these names. You don't have to see them on CNBC. You'll see them here more and more often. And we can just get to opine. Roll the video. Ladies and gentlemen,

1:28.2

welcome to the best ideas pitch.

1:32.0

Let's meet our contestants.

1:35.6

Anyone should be able to trade any asset,

1:38.3

anywhere in the world, anytime 24-7,

...

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