E110: 2023 Bestie Predictions!

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 6 January 2023

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(0:00) Bestie New Year catch-up!

(2:44) Prediction 1: 2023's biggest political winner

(17:25) Prediction 2: 2023's biggest political loser

(21:57) Prediction 3: 2023's biggest business winner

(30:34) Prediction 4: 2023's biggest business loser

(42:03) Prediction 5: 2023's biggest business deal

(52:41) Prediction 6: 2023's most contrarian belief

(1:03:03) Prediction 7: 2023's best-performing asset

(1:07:50) Prediction 8: 2023's worst-performing asset

(1:14:46) Prediction 9: 2023's most anticipated trend

(1:21:40) Prediction 10: 2023's most anticipated media

(1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665

https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/

https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html

https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html

https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304

https://twitter.com/DavidSacks/status/1598076726671642624

https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html

https://twitter.com/JenniferJJacobs/status/1611052287954149377

https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california

https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280

https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279

Transcript

Click on a timestamp to play from that location

0:00.0	All right, everybody, welcome to 2023.
0:03.6	Everybody's well rested and ready to take on 2023.
0:05.8	Yes, Chema, how'd you break?
0:07.2	Amazing.
0:08.0	Okay.
0:08.7	Saxipoo, I know you don't go to temperatures that are under 57 degrees anymore.
0:14.1	Chef, a nice break. Did you go somewhere warm?
0:16.2	Yes.
0:17.1	Okay, that's a confirmation.
0:18.7	Wow, man, have so many words.
0:20.7	And freeberg.
0:21.5	I'm over cold weather vacations.
0:23.8	Yeah, that does happen at a certain point.
0:25.6	Actually, we went to Florida.
0:26.8	We went to the free state of Florida.
0:29.1	Oh, really?
0:29.9	Yes.
0:30.4	What's going on at Florida at the turn of the New Year, I wonder, that drew you down to
0:36.0	the great state of Florida?
0:37.6	We're just freeing it up in the free state of Florida.
0:42.5	We're like your winners, ride.
0:45.2	Rainman, David, side.
	...

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