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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

Trump's Political Super Powers: Keith Rabois on E207: "So the most interesting question to me, over the last year was: how is (Trump), who everybody in the media and everybody in the legal groups of various things is trying to attack and hate, why is he on the precipice of being elected President of United States twice?" "(Trump) must have a super power or two." "So what it came down to, and I interviewed a lot of people who were critics of him but knew him well, like ex-cabinet people that don't like him." "It comes down to he just asks a lot of 'why?'" 1) Asking "Why?" Keith: "Trump asks a lot of "why?": 'Why do we have to do it this way? Why have we done it this way?'" And it turns out in politics and in DC, most of the answers are pretty mediocre, or weak, or poor, or haven't been rethought for 20, 30, 40, 50, 60, 70 years." "And so (Trump) just constantly dives in and says, 'why, why, why, why?'" "And that's actually what predicts success for founders, is in a domain they don't know anything about, they're just like, 'why?'" In @Airbnb 's case, the founders asked, "Why should we take hotels for granted? Why should they be so expensive?" 2) Getting Feedback from a Diverse Group of Thinkers Keith: "(Trump) doesn't just take one source of input. And so you can never totally predict the output." "But he arrays an interesting cast of characters and listens to them." "Like for example, I haven't spent that much time with him, but in so far as I have, he would go around the room and ask every single person at dinner, 'What's your view on 'X'?' And literally go around a room of 28 people and listen to every single person." "So I think that's how he makes decisions." #trump #allinpodcast #allin #clips #podcast #politics #government #usa #america #startups #tech #business #airbnb #founders

Trump's Political Super Powers: Keith Rabois on E207: "So the most interesting question to me, over the last year was: how is (Trump), who everybody in the media and everybody in the legal groups of various things is trying to attack and hate, why is he on the precipice of being elected President of United States twice?" "(Trump) must have a super power or two." "So what it came down to, and I interviewed a lot of people who were critics of him but knew him well, like ex-cabinet people that don't like him." "It comes down to he just asks a lot of 'why?'" 1) Asking "Why?" Keith: "Trump asks a lot of "why?": 'Why do we have to do it this way? Why have we done it this way?'" And it turns out in politics and in DC, most of the answers are pretty mediocre, or weak, or poor, or haven't been rethought for 20, 30, 40, 50, 60, 70 years." "And so (Trump) just constantly dives in and says, 'why, why, why, why?'" "And that's actually what predicts success for founders, is in a domain they don't know anything about, they're just like, 'why?'" In @Airbnb 's case, the founders asked, "Why should we take hotels for granted? Why should they be so expensive?" 2) Getting Feedback from a Diverse Group of Thinkers Keith: "(Trump) doesn't just take one source of input. And so you can never totally predict the output." "But he arrays an interesting cast of characters and listens to them." "Like for example, I haven't spent that much time with him, but in so far as I have, he would go around the room and ask every single person at dinner, 'What's your view on 'X'?' And literally go around a room of 28 people and listen to every single person." "So I think that's how he makes decisions." #trump #allinpodcast #allin #clips #podcast #politics #government #usa #america #startups #tech #business #airbnb #founders

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

Trump's New Administration Has a Pattern: Business Experience Over Career Bureaucrats On E207, the besties discussed the advantages of President Trump filling his administration with sharp business minds like JD Vance, Elon Musk, Vivek Ramaswamy, Howard Lutnick, Scott Bessent, Linda McMahon, Doug Burgum, David Sacks, and many others. Chamath breaks it down: "I think this is the first time that I can remember where such an enormous number of business people have been motivated to come and work inside of the administration." " I think that the Democrats would never have assembled a group of people like this, even though the Democratic Party has a version of this chart that they could have made." " The problem is that they believe it's deeply unfashionable to get strong, competent business people to take a pause in their business career and come work in government. And you almost look down on people that are successful." " Whereas the Republican alternative here, if it creates a movement, so to speak, so that subsequent presidents tap folks on the shoulder, I think we'll be much better off." " And the reason is pretty simple." "I think that the United States economy is too complicated to be managed by theoreticians, by folks with random PhDs and absolutely no working experience in the real world." " And when you bring those people in to oversee those PhDs, I think you probably get better outcomes." " So I hope this becomes a standard which is, ask these very talented, clearly demonstrated, successful people with judgment, to hit the pause for a year, or three, or five, whatever it is, step into government, help the country, and then go back." #trump #maga #podcast #clips #allin #allinpodcast #gop #republican #democrat #politics #conservative #liberal #elonmusk #jdvance #startups #tech #business

Trump's New Administration Has a Pattern: Business Experience Over Career Bureaucrats On E207, the besties discussed the advantages of President Trump filling his administration with sharp business minds like JD Vance, Elon Musk, Vivek Ramaswamy, Howard Lutnick, Scott Bessent, Linda McMahon, Doug Burgum, David Sacks, and many others. Chamath breaks it down: "I think this is the first time that I can remember where such an enormous number of business people have been motivated to come and work inside of the administration." " I think that the Democrats would never have assembled a group of people like this, even though the Democratic Party has a version of this chart that they could have made." " The problem is that they believe it's deeply unfashionable to get strong, competent business people to take a pause in their business career and come work in government. And you almost look down on people that are successful." " Whereas the Republican alternative here, if it creates a movement, so to speak, so that subsequent presidents tap folks on the shoulder, I think we'll be much better off." " And the reason is pretty simple." "I think that the United States economy is too complicated to be managed by theoreticians, by folks with random PhDs and absolutely no working experience in the real world." " And when you bring those people in to oversee those PhDs, I think you probably get better outcomes." " So I hope this becomes a standard which is, ask these very talented, clearly demonstrated, successful people with judgment, to hit the pause for a year, or three, or five, whatever it is, step into government, help the country, and then go back." #trump #maga #podcast #clips #allin #allinpodcast #gop #republican #democrat #politics #conservative #liberal #elonmusk #jdvance #startups #tech #business

Replying to @lestatxs #greenscreen a film by kirk shirt how did I get mine and an adventure on the holidays made here tour at wb #behindthescenes for #gilmoregirls #valeriescateyescream #longervideos #holidaysmadehere #allinpodcast #afilmbykirk

Replying to @lestatxs #greenscreen a film by kirk shirt how did I get mine and an adventure on the holidays made here tour at wb #behindthescenes for #gilmoregirls #valeriescateyescream #longervideos #holidaysmadehere #allinpodcast #afilmbykirk

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

‘All-In Podcast’ Host Shows Chart That Democrats Should Study ---------- #RubinReport #allinpodcast #allin #chamathpalihapitiya #billionaire #billionaires #democrats #idiots #clueless #Trump #DaveRubin

‘All-In Podcast’ Host Shows Chart That Democrats Should Study ---------- #RubinReport #allinpodcast #allin #chamathpalihapitiya #billionaire #billionaires #democrats #idiots #clueless #Trump #DaveRubin

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