All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- Jun 11, 2026
- 1:07:57
- Full Episode
(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
Follow Aaron: https://www.linkedin.com/in/aaron-cowen-0a44a450
Follow Dan: https://x.com/dreyfd 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: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg
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Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Brief Summary
Investment pitches cover MGM, Talon Energy, Actis Oncology, and Geonet, highlighting their growth potential and market strategies.
Key points
- The Bold Prediction. In 2015, a young investor boldly claimed Amazon would become a trillion-dollar company.
- The Future of AI. A passionate declaration that AI is the future, setting the stage for investment discussions.
- Dubai's Gambling Future. Speculation on the potential legalization of gambling in Dubai and its implications.
- Incredible Risk-Reward. A compelling argument for investing in MGM based on current stock value and future potential.
- Crunch Time Ahead. The demand for power is skyrocketing, and we're facing a crunch time.
- Actis Oncology's Promising Future. Actis Oncology is on the front lines of cancer treatment with innovative therapies.
Episode highlights
- The Bold PredictionIn 2015, a young investor boldly claimed Amazon would become a trillion-dollar company.“Amazon's going to be a trillion dollar company!”0:27Jun 11, 2026
- The Future of AIA passionate declaration that AI is the future, setting the stage for investment discussions.“AI is the future.”0:51Jun 11, 2026
- Dubai's Gambling FutureSpeculation on the potential legalization of gambling in Dubai and its implications.“If Dubai decides to legalize gambling, guess where it's going?”8:06Jun 11, 2026
- Incredible Risk-RewardA compelling argument for investing in MGM based on current stock value and future potential.“The risk-reward is incredible right now.”9:17Jun 11, 2026
- Crunch Time AheadThe demand for power is skyrocketing, and we're facing a crunch time.“We're getting ourselves into the moment of what I call crunch time.”21:40Jun 11, 2026
- Actis Oncology's Promising FutureActis Oncology is on the front lines of cancer treatment with innovative therapies.“This is the holy grail in biotech, getting value simply for the promise of what might come.”32:58Jun 11, 2026
- Longevity Drugs and Life ExpectancyThe average human lifespan could extend well past 100, thanks to longevity drugs.“We already have one of the best longevity drugs out there.”37:54Jun 11, 2026
- Geonet: The Future of RTK NetworksGeonet is revolutionizing geolocation with the world's largest RTK network.“The Geonet network is the world's largest RTK network, growing the fastest.”47:58Jun 11, 2026
