The All-In Podcast, hosted by prominent venture capitalists Jason Calacanis, Chamath Palihapitiya, David Friedberg, and David Sacks, has released its predictions for 2026, covering technology, politics, and economic trends. Key topics include California's wealth tax, the impact of AI on employment, and geopolitical shifts.
The hosts foresee significant developments in the business sector, with Friedberg predicting Huawei's rise in the chip industry and Polymarket's growth as a mainstream platform. Chamath highlights copper as a critical asset due to supply shortages, while Sacks anticipates a surge in IPOs, marking a reversal of privatization trends. Jason Calacanis predicts Amazon will lead in automation, becoming a 'business singularity.'
Politically, the hosts discuss the potential for a 'Trump Boom' in the economy, with GDP growth possibly reaching 6%. They also explore the rise of Democratic Socialists within the Democratic Party and the challenges facing traditional media and luxury real estate in California. The podcast offers a comprehensive look at the potential winners and losers in the coming year.
All-In Podcast Hosts Predict Major Trends for 2026
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