2025 Predictions with bestie Gavin Baker

All-In with Chamath, Jason, Sacks & Friedberg

In this episode of the All-In podcast, a group of investors shares their predictions for 2025, focusing on politics, business, and technology. They analyze expected outcomes, naming fiscal conservatives, young candidates, and Gen X/elder millennials as the likely political winners, while progressivism, pro-war neocons, and Putin are seen as the biggest losers. In the business realm, autonomous robots, dollar-denominated stablecoins, and companies like Tesla and Google are predicted to thrive, whereas government service providers, legacy auto manufacturers, and OpenAI may struggle. A significant point of agreement among the panelists is the transformative effect of AI and robotics across industries, with forecasts pointing to increased automation and potential disruptions to traditional business models. The discussion wraps up with insights on which assets are likely to perform best and worst in 2025, as well as the anticipated surge in mergers and acquisitions.

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