2025 Predictions with bestie Gavin Baker

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 4 January 2025

⏱️ 116 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(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

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https://www.instagram.com/theallinpod

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https://www.tiktok.com/@theallinpod

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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

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome back to the All In Podcast, everybody. I'm your host, Jason Calacanis. I'll put in a bunch of
0:04.7	plugs for the projects I'm working on throughout the show to annoy my co-hosts and continue the
0:09.4	Gryft. But it is 2025. And we are doing our Bestie Awards. It's going to be amazing today.
0:16.1	We've got so much to do today with us again for the second time, a truly amazing bestie, Gavin Baker from
0:22.7	a treaty's capital. Am I correct? Is it a treaties capital? You put a capital up again?
0:27.3	Trades management. Oh, a tradees management. Okay. Just call it house at treaties.
0:33.5	Oh, no, let's not get him in trouble. I pay. Gavin, welcome back to the program. Let us know,
0:39.7	just briefly, what does the treaties do? Thanks for having me here. Jason, Chama, and Dave.
0:47.0	A tradies, we're a crossover firm. We invest publicly and privately in consumer and tech,
0:52.1	and we go from Series A to Mega Cap.
0:55.4	Got it.
0:56.1	Okay.
0:56.5	So you are capital allocate.
0:57.8	Your place bets on technology, on the most important new companies in the world.
1:02.7	We'll get into that.
1:03.8	And this is our prediction show.
1:05.6	We did our Bestie Awards.
1:06.8	How big is your firm, Gavin?
1:09.1	Oh, well, you just met the guy, Freepard.
1:11.0	You don't just ask him how big his firm is.
1:12.7	The audience wants to know.
1:13.8	Is this guy a player?
	...

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