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All In Holiday Spectacular Dec 7 2024 Recap and Notes

All In Holiday Spectacular Dec 7 2024

  • Backstage and pre show prep
  • Intro
  • Santacanis
  • Bestie Awards
Chamath Jason Friedberg Sacks
Biggest Business Winner Free speech NVidia SpaceX, Starlink, Starship Elon
Biggest Business Loser Intel Apple (vision pro fell flat, new iPhone16 not good) Boeing (airline issues, starliner) Legacy Media
Biggest Business Surprise GLP-1s (almost like a wonder drug) Google Long tail crypto comeback Palantir (stock up 5x, market cap passed lockheed martin)
Biggest Political Winner David Sacks (seems to be a part of a great government team) Paypal Mafia (Thiel, Sacks, etc) Independent Media (changing the narrative) Trump (won White House, Senate, House, Popular Vote, overcame 2 assassination attempts) - grateful to Chamath for helping him increase Trump fund raise from $5M to $12M-$13M
Biggest Political Loser Barack Obama (the image is shattered) Biden and Democratic machine (cover up of the cognitive decline) Legacy Media Lawfare (didn’t work and backfired)
Biggest Political Surprise JD Vance Fiscal Responsibility and Deficit becoming such a big issue People not voting according to the expectations from their demographic Voters rejected woke left even in deep blue cities like San Francisco, Oakland, LA County, etc
  • Aaron Levie (CEO Box) joins the program
    • Setting the most amount of money on fire in pursuit of a failed campaign
    • Bestie Roast
  • Bestie Awards
Chamath Jason Friedberg Sacks Aaron
Best CEO not named Elon Musk Dave Ricks (CEO Eli Lilly) Jensen Jensen Huang (extraordinary execution, patience) Mark Zuckerberg (stock is 5x) Zuck (counter pressure on the price of AI, helps improve his ads)
Best Investor Michael Saylor (incredible returns with his bitcoin play) Peter Thiel (Trump, Vance, Sacks) Stan Druckenmiller (shorted treasuries, prescient, public and direct) Druckenmiller (investor version of DOGE) Nat Friedman, Daniel Gross (strong AI portfolio)
Best New Product 2024 Kings Cashmere collection from Loro Piana Anything Tom Ford made Advanced Voice AI Self Driving (Tesla FSD, Waymo) Voice AI
  • All Chamath episode
  • Alex Botez joins the show
    • Second best Botez sister
    • Bestie Roast
  • Bestie Awards
Chamath Jason Friedberg Sacks Alex
Favorite Media of 2024 SuperSex TV show Day of the Jackal (new show) Dune 2 Podcasts (The Duran) Hawk Tuah (riding her 15s of stardom)
Best Startup of the Year Ohalo Athena (shilling his startup) Anduril Glue (shilling his startup) Anthropic
Biggest Flop OpenAI (facing a lot of competition) Boeing Starliner embarassment Apple Vision Pro (not ready for prime time) Tim Walz (self declared knucklehead) Netflix cover of the Jake Paul Mike Tyson fight
  • Bestie Awards
Chamath Jason Friedberg Sacks
Biggest Sports Story Bronny James playing with his dad Lebron James Olympics (gender in sports) Australian hip hop at the Olympics Olympics and memes
Moment of the Year Intimate moment Trump assassination reaction (Fight! Fight! Fight!) Trump assassination attempt (he won the election then - it defined the year) Trump assassination reaction

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