All-In E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
Episode 61 • 12/29/2021
Key Discussion Topics & Predictions
Political Winners/Losers 2022
- Sacks predicted Ron DeSantis will be the big political winner, citing his COVID policies and approach
- Friedberg chose Vladimir Putin, suggesting he'll benefit from US-China tensions
- Chamath picked Xi Jinping as biggest winner, predicting increased power consolidation
- For biggest losers, the group predicted Biden and Trump, with Pelosi also mentioned as likely to retire after predicted Republican House victory
Business & Economic Predictions
- Best performing assets predictions included:
- Battery metals (lithium, nickel, cobalt, graphite)
- Series A venture investments
- Energy commodities and defense stocks
- Most anticipated trends included:
- Peer-to-peer payments disrupting traditional payment rails
- Civil war between progressive and pragmatic liberals
- Biotech breakthroughs in anti-aging technology
Education & COVID Policy Discussion
- Extensive discussion on impact of school closures with hosts agreeing it's been devastating for children
- Group proposed supporting school choice ballot initiative in California
- Discussed need for accountability from teachers' unions and education administrators
Media & Entertainment
- Predicted major shows including new Star Wars series (Obi-Wan, Boba Fett)
- Discussed potential launch of "All-In Media" initiative
- Debated changing media landscape and role of traditional vs new media
Contrarian Takes
- Sacks predicted media will reverse course on COVID coverage ahead of midterms
- Friedberg warned of potential global conflicts in 2022
- Group discussed regulation changes around accredited investors and crypto framework
The episode ended with an extended discussion about animal agriculture and lab-grown meat alternatives, with Friedberg making the case for ethical treatment of animals while others debated the practicality and desirability of meat alternatives.