E110: 2023 Bestie Predictions!
- Jan 6, 2023
- 1:38:07
- Full Episode
(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) 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
Brief Summary
2023 predictions include political shifts, economic concerns, and the rise of gene therapies.
Key points
- Asian American College Applicants. A prediction that Asian American college applicants will benefit from Supreme Court decisions.
- Nikki Haley vs. Ron DeSantis. A prediction on Nikki Haley's rise and DeSantis's potential decline in the Republican nomination.
- California's Budget Crisis. California faces a $24 billion deficit after a surplus in 2021, raising concerns for 2023.
- Biden's Shift on Natural Gas. Biden's policies have shifted to support the natural gas industry amid the Ukraine war.
- The Decline of Google. As competition rises, Google risks losing significant market share to other search engines.
- Predictions for Major Business Deals. Experts predict significant business deals in 2023, including a potential trillion-dollar deal between Russia and China.
Episode highlights
- Asian American College ApplicantsA prediction that Asian American college applicants will benefit from Supreme Court decisions.“I think they're the last group in America where it seems to be okay to discriminate against.”4:00Jan 6, 2023
- Nikki Haley vs. Ron DeSantisA prediction on Nikki Haley's rise and DeSantis's potential decline in the Republican nomination.“I think Nikki Haley has a shot.”12:25Jan 6, 2023
- California's Budget CrisisCalifornia faces a $24 billion deficit after a surplus in 2021, raising concerns for 2023.“California is my big political loser.”20:16Jan 6, 2023
- Biden's Shift on Natural GasBiden's policies have shifted to support the natural gas industry amid the Ukraine war.“Biden has really pulled a 180 here.”28:10Jan 6, 2023
- The Decline of GoogleAs competition rises, Google risks losing significant market share to other search engines.“Google could lose 10 or 15 percent of usage to all these other sites.”39:08Jan 6, 2023
- Predictions for Major Business DealsExperts predict significant business deals in 2023, including a potential trillion-dollar deal between Russia and China.“There could be a trillion dollar deal between Russia and China this year.”45:09Jan 6, 2023
- Amazon's Expansion into HealthAmazon is predicted to expand its business model by entering the health sector.“Health is going to be a big one for them.”49:25Jan 6, 2023
- The Future of the US DollarA contrarian bet suggests the US dollar may lose its reserve currency status this year.“This year marks the beginning of the end of the US dollar.”59:10Jan 6, 2023
