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E109: 2022 Bestie Awards Live from Twitter HQ
All-In with Chamath, Jason, Sacks & Friedberg
The Biggest Winner in Tech and Science
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- Not so great for the rest of the economy. Preberg, what do you got?
- I think you guys will remember last November, I predicted energy and defense to be the best performing stocks for this year. Sacks is right.
- I think defense is up 40%. So I kind of went with the bigger oil and gas companies are up across the board about 47% in terms of equity value in the public markets a year to date, compared to the S&P being down about 20%.
- So over the short term, I would argue oil and gas companies. But I think that over the long term, there were a couple of big breakthrough moments that I would give kind of the winner in business that will benefit over the long term to open AI and to fusion startups.
- And we'll talk more about why for those two, obviously later when we get to the biggest winner in tech and science.
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