Topics & People

A deal structure, predicted by Chamath to become dominant, where large companies make huge licensing deals with startups to acquire talent and IP, bypassing traditional M&A antitrust hurdles. Examples include Google/Character AI and Microsoft/OpenAI.

Friedberg's prediction for the biggest deal of 2026, anticipating a resolution to the conflict driven by economic and political factors.

A key technology driving Amazon's predicted success in 2026, as the company increasingly replaces human labor with automation.

Referred to as the 'king of metals', facing extreme shortages due to demand from electrification, data centers, and defense.

A foreign policy approach involving invasion, occupation, and nation-building, which Sacks argues is distinct from Trump's actions in Venezuela.

A historical US foreign policy principle that Chamath predicts will be the 'biggest loser' of 2026, replaced by a new 'Trump Doctrine' focused on unilateralism and hemispheric dominance.

A political ideology predicted to be a major loser in 2026 as the Democratic party base shifts further left towards socialism and progressivism.

A predicted period of strong economic growth in 2026 under a potential Trump presidency, characterized by high GDP growth, low inflation, and a resurgent IPO market.

Political organization pushing a progressive agenda and sweeping local elections in New York.

A provision in the proposed California wealth tax that would value stock based on voting power rather than liquid market value, disproportionately affecting founders like Larry Page and Sergey Brin.

A proposed state-level tax on the ultra-wealthy, projected to cause significant economic deficits.

Former Speaker of the House who was ousted in a historic vote driven by a faction of the Republican party.