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#AllInPodcast features insightful discussions on technology, startups, and entrepreneurship, led by influential venture capitalists. Engaging guests share experiences, strategies, and trends, fostering community and knowledge exchange. Join the conversation!

Chamath: Progressivism Will Lose Big in 2025 In our predictions show, Chamath laid out four examples of how progressivism can take major losses in the West this year: 🇨🇦 Canada: "Justin Trudeau is going to lose massively to Pierre Poilievre." **Trudeau resigned 3 days later 🇩🇪 Germany: "AfD looks like they will win." 🇫🇷 France: "If there's a deadlock and it goes into an election, more than likely Marine Le Pen is going to win." 🇬🇧 UK: "... you see this unfolding child rape scandal, if all of that comes to pass, I think you're going to see the Labour government fall." " So, what do all of these countries look like by the end of '25?" "It's very much a repudiation of this class-based identity politics." "And I think that has enormous ripple effects all throughout the world." " I think the biggest political loser for 2025 stands to be progressivism." #2025 #gop #democrat #progressive #conservative #germany #france #uk #britain #canada #trudeau #clips #podcast #tech #business #politics #allinpodcast #allin #chamath #prediction

Chamath: Progressivism Will Lose Big in 2025 In our predictions show, Chamath laid out four examples of how progressivism can take major losses in the West this year: 🇨🇦 Canada: "Justin Trudeau is going to lose massively to Pierre Poilievre." **Trudeau resigned 3 days later 🇩🇪 Germany: "AfD looks like they will win." 🇫🇷 France: "If there's a deadlock and it goes into an election, more than likely Marine Le Pen is going to win." 🇬🇧 UK: "... you see this unfolding child rape scandal, if all of that comes to pass, I think you're going to see the Labour government fall." " So, what do all of these countries look like by the end of '25?" "It's very much a repudiation of this class-based identity politics." "And I think that has enormous ripple effects all throughout the world." " I think the biggest political loser for 2025 stands to be progressivism." #2025 #gop #democrat #progressive #conservative #germany #france #uk #britain #canada #trudeau #clips #podcast #tech #business #politics #allinpodcast #allin #chamath #prediction

2025: The Year of the Robot During our 2025 predictions show, Friedberg predicted that robots and robotics companies will be the biggest business winners this year. "I think this is going to be the year where we're all going to look at humanoid robots and autonomous systems and be like, 'Oh my God, I can't believe this is here.'" Friedberg explains discovering and purchasing the Go2 robot from Unitree Robotics: "So their Go2 robot is $1600, has an API, you can run a payload on it, it's got LiDAR on it, it's got kind of intelligence guidance systems on it." "This is the robot system that was used on some of those videos we looked at earlier this year, where there were machine guns mounted to the back, and it was basically a new kind of field soldier. It's an autonomous field soldier." "But really you can use it in scientific applications. We're looking at using them on our test farms, where it can wander the farm and take images and report data back to us." "And it's such a low cost at like less than $3000, you can do some incredible things with it." "You know, it kind of takes a long time for things to work. And then all of a sudden they happen faster than you could have ever imagined." #robot #technology #robots #robotics #tesla #optimus #tech #allin #podcast #clips #learn #2025 #business #investing #finance #smart #tips #allinpodcast

2025: The Year of the Robot During our 2025 predictions show, Friedberg predicted that robots and robotics companies will be the biggest business winners this year. "I think this is going to be the year where we're all going to look at humanoid robots and autonomous systems and be like, 'Oh my God, I can't believe this is here.'" Friedberg explains discovering and purchasing the Go2 robot from Unitree Robotics: "So their Go2 robot is $1600, has an API, you can run a payload on it, it's got LiDAR on it, it's got kind of intelligence guidance systems on it." "This is the robot system that was used on some of those videos we looked at earlier this year, where there were machine guns mounted to the back, and it was basically a new kind of field soldier. It's an autonomous field soldier." "But really you can use it in scientific applications. We're looking at using them on our test farms, where it can wander the farm and take images and report data back to us." "And it's such a low cost at like less than $3000, you can do some incredible things with it." "You know, it kind of takes a long time for things to work. And then all of a sudden they happen faster than you could have ever imagined." #robot #technology #robots #robotics #tesla #optimus #tech #allin #podcast #clips #learn #2025 #business #investing #finance #smart #tips #allinpodcast

Chamath: Two Reasons Stablecoin Usage Will Surge in 2025 1) Last year, stablecoin usage became uncoupled from crypto volatility for the first time 2) In the first half of 2024, stablecoins (~$8.5T) had more than 2x the transaction volume of Visa (~$3.5T) Chamath explains why: "(Stablecoins) started to be used for wholesale useful functions in running businesses." So, what's next? " I think what we have now is something that has fundamentally crossed a point of no return." "I think we're going to finally attack the duopoly of Visa and MasterCard." "I think you're going to see an innumerable number of use cases that sit and use stablecoin rails." "And I think stablecoins could quadruple or quintuple by the end of '25." "I think it's just going to be an enormous market." #stablecoins #crypto #tech #bitcoin #payments #startups #fintech #business #learn #clips #podcast #allinpodcast #allin #finance #money

Chamath: Two Reasons Stablecoin Usage Will Surge in 2025 1) Last year, stablecoin usage became uncoupled from crypto volatility for the first time 2) In the first half of 2024, stablecoins (~$8.5T) had more than 2x the transaction volume of Visa (~$3.5T) Chamath explains why: "(Stablecoins) started to be used for wholesale useful functions in running businesses." So, what's next? " I think what we have now is something that has fundamentally crossed a point of no return." "I think we're going to finally attack the duopoly of Visa and MasterCard." "I think you're going to see an innumerable number of use cases that sit and use stablecoin rails." "And I think stablecoins could quadruple or quintuple by the end of '25." "I think it's just going to be an enormous market." #stablecoins #crypto #tech #bitcoin #payments #startups #fintech #business #learn #clips #podcast #allinpodcast #allin #finance #money

The NBA is in trouble, but Big Tech might save it. @chamath on why he predicted last year that valuations of pro sports teams would peak in 2024-2025: " It was pretty clear to me at the time. And the NBA was the canary in the coal mine that there was a viewership problem in professional sports." Chamath's take on what's wrong with the NBA: -- offensive play has devolved into threes and dunks -- the money is obscene, which leads to an increase in player movement, which kills classic rivalries -- this combination leads to a much less interesting product, hurting viewership Chamath on why we could see a valuation decline: " I think what happens is sports will have a decent run until the next TV deals get done." "And I think if you, for example, take pharma ads outside of TV. So like that pool shrinks. If you have less viewership, so you can sell the remaining ads less effectively because there's just fewer of them, and then there's fewer buyers and it shrinks yet again. Then the dollar pool that the television networks and the streamers are going to be willing to pay for sports will go down." -- And even though PE firms are now getting into sports team ownership, those folks are MORE price sensitive than individual buyers. -- But, the NBA (and other leagues) might be saved by Big Tech's foray into streaming. Gavin Baker explains: " The one kind of counterpoint I would say on the TV rights is Google bought Sunday Ticket and are extremely happy with it. "Amazon and Netflix also both bought NFL games and are really happy with them." "So I just think sports, as long as they command the eyeballs that they do, and for sure, if the NBA doesn't fix it, the value of those franchises will start to decline." "But just the fact that all of the biggest tech companies are so happy with the sports rights that they bought, they're going to buy them all." #sports #NBA #valuations #prosports #basketball #lebron #curry #allin #allinpodcast #hoops #athlete #tech #bigtech #streaming #netflix #amazon #apple #disney #clips #learn #tv #livesports

The NBA is in trouble, but Big Tech might save it. @chamath on why he predicted last year that valuations of pro sports teams would peak in 2024-2025: " It was pretty clear to me at the time. And the NBA was the canary in the coal mine that there was a viewership problem in professional sports." Chamath's take on what's wrong with the NBA: -- offensive play has devolved into threes and dunks -- the money is obscene, which leads to an increase in player movement, which kills classic rivalries -- this combination leads to a much less interesting product, hurting viewership Chamath on why we could see a valuation decline: " I think what happens is sports will have a decent run until the next TV deals get done." "And I think if you, for example, take pharma ads outside of TV. So like that pool shrinks. If you have less viewership, so you can sell the remaining ads less effectively because there's just fewer of them, and then there's fewer buyers and it shrinks yet again. Then the dollar pool that the television networks and the streamers are going to be willing to pay for sports will go down." -- And even though PE firms are now getting into sports team ownership, those folks are MORE price sensitive than individual buyers. -- But, the NBA (and other leagues) might be saved by Big Tech's foray into streaming. Gavin Baker explains: " The one kind of counterpoint I would say on the TV rights is Google bought Sunday Ticket and are extremely happy with it. "Amazon and Netflix also both bought NFL games and are really happy with them." "So I just think sports, as long as they command the eyeballs that they do, and for sure, if the NBA doesn't fix it, the value of those franchises will start to decline." "But just the fact that all of the biggest tech companies are so happy with the sports rights that they bought, they're going to buy them all." #sports #NBA #valuations #prosports #basketball #lebron #curry #allin #allinpodcast #hoops #athlete #tech #bigtech #streaming #netflix #amazon #apple #disney #clips #learn #tv #livesports

J-Cal: OpenAI Has Peaked Jason's take: "I think the headwinds for OpenAI are being underappreciated." 1) Major AI competition from the best in the world -- xAI: just getting started, and Elon already has a major breakthrough with colossus -- Google: after early hiccups, the team has gotten focused and started kicking ass -- Microsoft: holds all the cards, CEO Satya Nadella was " almost like laughing at OpenAI for selling them the source code, and that they didn't even need OpenAI anymore because they had it all." -- Meta: Zuck is hyper-focused on open-source, creating downward pressure on pricing 2) Devs prefer open-source -- "The developers I know all want to do open-source. They don't want to be beholden to OpenAI and Sam Altman." 3) $157B valuation is too high, given legal risks -- " There's a non-zero chance they could lose these court cases of transferring $157B in value from a nonprofit into a for-profit." -- " I think that whole thing could blow up in Sam Altman's lap." #openai #ai #chatgpt #startups #tech #business #clips #2025 #learn #podcast #allin #allinpodcast #google #x #meta #smart

J-Cal: OpenAI Has Peaked Jason's take: "I think the headwinds for OpenAI are being underappreciated." 1) Major AI competition from the best in the world -- xAI: just getting started, and Elon already has a major breakthrough with colossus -- Google: after early hiccups, the team has gotten focused and started kicking ass -- Microsoft: holds all the cards, CEO Satya Nadella was " almost like laughing at OpenAI for selling them the source code, and that they didn't even need OpenAI anymore because they had it all." -- Meta: Zuck is hyper-focused on open-source, creating downward pressure on pricing 2) Devs prefer open-source -- "The developers I know all want to do open-source. They don't want to be beholden to OpenAI and Sam Altman." 3) $157B valuation is too high, given legal risks -- " There's a non-zero chance they could lose these court cases of transferring $157B in value from a nonprofit into a for-profit." -- " I think that whole thing could blow up in Sam Altman's lap." #openai #ai #chatgpt #startups #tech #business #clips #2025 #learn #podcast #allin #allinpodcast #google #x #meta #smart

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