All-In with Chamath, Jason, Sacks & Friedberg All-In's 2026 Predictions
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Jan 10, 2026 The hosts dive into the California wealth tax debate, sparking discussions about migration and business impacts. They predict the biggest political winners and losers for 2026, highlighting the tech landscape’s controversies. Notable mentions include business winners like Huawei and the risks of state pension liabilities. AI's role in reshaping job markets and the possible resolution of US-China tensions generate animated debates. Let's not forget the anticipated trends in media and significant asset performances that are sure to shake things up!
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Tech Exodus Triggered By California Wealth Tax
- David Sacks described moving to Texas after California's proposed wealth tax drove him to domicile change and office leasing in Austin.
- Jason and Chamath discuss peers like Larry and Sergey leaving, showing a broader tech exodus reaction to the tax threat.
Wealth Tax Risks Crush Startup Incentives
- The hosts argued a California wealth seizure tax would bankrupt entrepreneurs holding illiquid stock and distort startups' incentives.
- They warned the tax could spur legal fights and recurring ballot efforts, creating long-term uncertainty.
Expect A Trump-Era Growth Surge
- David Sacks predicted a Trump-driven economic 'boom' in 2026 tied to stronger GDP, lower inflation, and rate cuts.
- The panel debated GDP forecasts, with Sacks optimistic around 5% growth driven by productivity and policy.
