All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Sat, 04 Jan 2025
(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Gavin Baker: https://x.com/GavinSBaker Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://shop.unitree.com/products/unitree-go2 https://shop.unitree.com/products/unitree-g1 https://a16zcrypto.com/posts/article/state-of-crypto-report-2024 https://x.com/chamath/status/1873144394100187263 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025
Full Episode
Welcome back to the All In Podcast, everybody. I'm your host, Jason Calacanis. I'll put in a bunch of plugs for the projects I'm working on throughout the show to annoy my co-hosts and continue the grift, but it is 2025 and we are doing our bestie awards. It's going to be amazing today.
We've got so much to do today with us again for the second time, a truly amazing bestie, Gavin Baker from Atreides Capital. Am I correct? Is it Atreides Capital?
Atreides Management. Atreides Management.
Oh, Atreides Management. Okay. Just call it House Atreides. Oh, nope. Let's not get him in trouble. I pay. Gavin, welcome back to the program. Let us know, just briefly, what does Atreides do?
Thanks for having me here, Jason, Chamath, and Dave. Atreides, we're a crossover firm. We invest publicly and privately in consumer and tech, and we go from Series A to mega cap.
Got it. Okay. So you are a capital allocator. You place bets on technology, on the most important new companies in the world. We'll get into that. And this is our prediction show. We did our bestie awards.
How big is your firm, Gavin?
Oh, well, you just met the guy, Freebird. You don't just ask him how big his firm is.
The audience wants to know. Is this guy a player? Like, what's the deal? Tell us. Roughly $4 billion. Okay.
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