Contrarian beliefs about geopolitics and AI jobs

(0:00) California exodus, asset seizure tax, Besties to Austin?

(12:27) Biggest Political Winner

(17:45) Biggest Political Loser

(32:15) Biggest Business Winner

(40:51) Biggest Business Loser

(49:34) Biggest Business Deal

(56:15) Most Contrarian Belief

(1:03:05) Best Performing Asset

(1:08:02) Worst Performing Asset

(1:15:17) Most Anticipated Trend

(1:21:18) Most Anticipated Media

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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://x.com/reidhoffman/status/2009015043258552670

https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html

https://x.com/Daily_MailUS/status/2008903817341931618

https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse

https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges

https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121