E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
- Chamath Palihapitiya plans to fund approximately $2 billion in projects during 2021, contingent on managing liquidity to sustain investment and operational activities.
- Palihapitiya maintains full commitment to Virgin Galactic operations despite acknowledging that selling the asset would have been preferable under current market conditions.
- Sarah Cooper is expected to return to the scene within a year, contradicting predictions that her influence would vanish by that same timeframe.
- The "Juliani Award" is anticipated to be presented in the coming year to commemorate the worst Rudy Giuliani moment.
- Jason Calacanis forecasts that Kamala Harris could become the first female U.S. president, potentially within her first term, particularly if Joe Biden does not seek a second term or performs adequately.
- A potential political ticket comprising Kamala Harris and Pete Buttigieg is predicted to be strong if Biden opts not to run for re-election.
- Nancy Pelosi is expected to step down as Speaker of the House within two years and is headed for retirement.
- Rudy Giuliani's legal fees are predicted to have been adjusted downward from $20,000 per day after failing to advance his case to the Supreme Court.
- The city of San Francisco is expected to face significant budget deficits and ambiguous solutions as the tech community departs, with local politicians potentially viewed negatively by that demographic.
- Moderna's stock is forecast to reach $60 billion following FDA approval and the commencement of shipping.
- Elon Musk is predicted to become the world's first trillionaire.
- The streaming market is expected to consolidate with Amazon and Netflix acquiring movie theater chains to enable subscription-based theatrical viewing of content such as The Queen's Gambit.
- Movie theaters are predicted to recover strongly, though consumer return is uncertain for at least another year.
- The government is expected to fail to pass a second stimulus check, with disappointment noted regarding the delayed deployment of funds to the unemployed and restaurants until December instead of August or September.
- The climate change movement is predicted to lose momentum and be overshadowed by other issues such as the Black Lives Matter movement, the pandemic, and declining institutional trust.
- Faith in institutions is expected to erode significantly due to inconsistent messaging from the WHO and FDA, complicating coordinated global actions on issues like global warming.
- Small business recovery is anticipated to shift public discourse toward cultural topics such as pronouns once stimulus funds are distributed and economic activity resumes.
- Mainstream media and late-stage journalism are predicted to be perceived as having sacrificed objectivity to gain subscriptions by leveraging anti-Trump sentiment.
- Nicola Trading is expected to continue performing poorly as it relies on Elon Musk's support, with leadership under investigation and the stock predicted to reach zero.
- Nicole is predicted to be worth $0.60 as the company is expected to fail.
- The climate change movement is expected to gain momentum under the new U.S. administration, despite general expectations that institutional guidance will remain fragmented.
- Future pandemic responses are expected to utilize challenge trials following mRNA vaccine technology, with regulatory barriers expected to drop during emergencies to facilitate market entry.
- Adverse reaction stories regarding mRNA vaccines are expected to be amplified in media narratives, potentially deterring vaccination uptake.
- Public figures such as Mike Pence and Ian McKellen are expected to receive vaccines on live television to bolster public confidence.
- The decision to sell Slack is expected to be viewed as a strategic error regarding the loss of network effects, though Salesforce may eventually view Slack as the preeminent brand over its own.
- Silver Lake's debt deal in Airbnb is expected to yield a tremendous return, with warrants valued at approximately $1.4 billion and debt worth three times the initial investment.
- Bill Ackman's $27 million investment in an S&P put is expected to generate $2.6 billion for his fund.
- Larry Ellison is expected to potentially purchase the entire island of Kauai using gains from a $10+ billion Tesla investment.
- Nikki Haley is expected to be the Republican nominee for president in 2024 after laying the groundwork in 2020.
- Andrew Yang is expected to run for mayor of New York.
- Pete Buttigieg is expected to be positioned for the Vice Presidency or a future presidential candidacy following appearances on Fox News.
- Donald Trump's refusal to wear masks or endorse them earlier is predicted to have been a decisive factor in his election loss.
- The "Defund the Police" slogan is predicted to have frightened voters and cost Joe Biden control of Congress.
- The congressional hearings with tech CEOs are expected to be dismissed as political theater due to lawmakers' lack of understanding of technology and business practices.
- Congress is expected to fail to address monopolistic issues because lawmakers are disconnected from modern technology and business realities.
- The "Defund the Police" slogan and political theater surrounding mask mandates are predicted to have contributed significantly to the election outcome.
- The banning of TikTok and transfer to Oracle is expected to be regarded as terrible political theater.
- David Sacks expects the "Smartest Political Move" to be Jim Clyburn's endorsement of Joe Biden, which led to wins in South Carolina and Super Tuesday.
- David Sacks identifies the "Dumbest Political Move" as Donald Trump's refusal to wear or endorse masks early on, potentially altering election margins.
- The "Worst political theater" is expected to be the congressional hearings where lawmakers failed to understand the businesses they questioned.
- Katie Porter using a whiteboard to critique figures like Mnuchin is expected to be the "Best political theater."
- Conspiracy theories are expected to become more prevalent as mainstream media loses public trust, deepening cultural divides.
- "Cancel culture" and "wokeness" are expected to lose momentum as people distinguish between anti-racism/LGBTQ+ support and complex pronoun acceptance.
- The "Best Meme" of the year is expected to be the funeral dancers.