All-In with Chamath, Jason, Sacks & Friedberg

Quote · All-In with Chamath, Jason, Sacks & Friedberg

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Explore episode Jun 12, 2026

They're making a million bucks a day in incremental EBITDA every day that they have a show at the Sphere, at the Venetian Hotel, which is an unbelievable statistic.

David Friedberg

All-In's Best Ideas Pitch Competition: …

Where this was said

The Besties recap the pitches and announce winners

At 1:01:40 · chapter starts 54:50

Chamath, Jason, Friedberg, and guest Gavin Baker give feedback and rank the pitches. The audience of 150 gives 50% to Talen; the bestie vote flips the result and MGM wins.

Business

The Besties Recap: MGM Wins the Bestie Vote, Talen Wins the Audience

All-In's Best Ideas Pitch Competition: 4 Investors Present … · Jun 12, 2026 Business

The audience of 150 investors gave 50% of votes to Talen Energy's Dan Dreyfus. But the bestie vote flipped the result: MGM's Aaron Cowen won on downside protection (Barry's bid) plus Japan and Dubai upside. GeoNet placed last on liquidity concerns; Aktis and GeoNet are lottery tickets, MGM and Talen are sizeable bets.

I feel about crypto exactly the way I do about snowboarding. I'm not a very good athlete. I've spent a lifetime learning how to ski, and I'm okay. And just the idea of getting on a snowboard, having thousands of hours of ski instruction—

Gavin Baker

All-In's Best Ideas Pitch Competition: …

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