Episode
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
1:22:30
Published: Wed Dec 29 2021
Description
(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predicting 2022's biggest business loser (34:30) Most contrarian belief for 2022 (1:02:07) Best performing asset for 2022 (1:04:19) Most anticipated trend for 2022 (1:09:19) Most anticipated media for 2022 Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=IFMMeCMbNt8 https://www.youtube.com/watch?v=CrgYEbIQkac https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html https://worldpopulationreview.com/countries/countries-by-gdp https://twitter.com/datarade/status/1474432996845436933 https://twitter.com/kerpen/status/1475209018058723334 https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600 https://twitter.com/balajis/status/1475438356473409542 https://balajis.com/mirrortable https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769 https://twitter.com/peterdaou/status/1470906537682026499 https://twitter.com/TheOfficialRom/status/1472206678586179588 https://twitter.com/joebiden/status/1322254443644026880 https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days https://twitter.com/FaceTheNation/status/1475209878415323140
Chapters
Two best friends talk about one of them getting COVID-19 at a social function and blaming it on a mutual friend, while also discussing the implications of being a "bestie" and not having to get tested.
00:00 - 01:27 (01:26)
Summary
Two best friends talk about one of them getting COVID-19 at a social function and blaming it on a mutual friend, while also discussing the implications of being a "bestie" and not having to get tested.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Despite claiming to have tested negative for COVID-19 before attending a party, a group of people later admitted to accidentally bringing the virus with them after being the first to test positive at another location.
01:27 - 05:47 (04:20)
Summary
Despite claiming to have tested negative for COVID-19 before attending a party, a group of people later admitted to accidentally bringing the virus with them after being the first to test positive at another location.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The impact of Omicron on businesses and schools has led to a shift in attitudes towards precautions and mandates.
05:47 - 09:35 (03:47)
Summary
The impact of Omicron on businesses and schools has led to a shift in attitudes towards precautions and mandates. As China's trade partnership with Nigeria grows, tension rises with the US and China which may lead to new economic winners and losers.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speakers are worried about China's economy and Xi's control over the critical supply chain.
09:35 - 14:34 (04:58)
Summary
The speakers are worried about China's economy and Xi's control over the critical supply chain. They are also concerned about a possible decline in the US's influence on the global stage socially, politically, and economically.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The importance of populist movements is increasing around the world and is only going to get louder unless there is a massive taxation and wealth redistribution, or a significant shift in government.
14:35 - 21:22 (06:46)
Summary
The importance of populist movements is increasing around the world and is only going to get louder unless there is a massive taxation and wealth redistribution, or a significant shift in government. It's a trend that's been going on, but it's expected to get bigger next year and over the next several decades.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Disney has seen success with their streaming service and theme parks, while small and medium-sized businesses (SMBs) in states like Florida and Texas are thriving at the expense of California and New York due to the reshoring of American industry and SALT being dead.
21:22 - 25:47 (04:25)
Summary
Disney has seen success with their streaming service and theme parks, while small and medium-sized businesses (SMBs) in states like Florida and Texas are thriving at the expense of California and New York due to the reshoring of American industry and SALT being dead.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The excess liquidity sloshing through the system is going to make asset classes dependent upon it the losers, while markets like Nigeria are more exciting than Western European countries.
25:47 - 36:07 (10:20)
Summary
The excess liquidity sloshing through the system is going to make asset classes dependent upon it the losers, while markets like Nigeria are more exciting than Western European countries. Crypto projects could potentially surpass the market cap of Visa Mastercard, but they need to start showing real-world applications.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
China's plan to build 150 new nuclear reactors over the next 15 years at a cost of $450 billion, positions them as a potential global leader in nuclear energy and climate change mitigation.
36:07 - 41:11 (05:04)
Summary
China's plan to build 150 new nuclear reactors over the next 15 years at a cost of $450 billion, positions them as a potential global leader in nuclear energy and climate change mitigation. This investment could stir up conflict and change the perception of China as a foe to a leader in the global community.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The COVID narrative will change next year, with people being told to live with the virus as it cannot be eradicated.
41:11 - 46:53 (05:41)
Summary
The COVID narrative will change next year, with people being told to live with the virus as it cannot be eradicated. There will also be a shift of power from boomers to Gen X, resulting in a surge of energy, ideas, and capital that will boost the economy.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Poor and minority children have less access and lower quality of mental health services than their white and wealthy counterparts, leading to significant disparities in mental health outcomes.
46:53 - 51:51 (04:57)
Summary
Poor and minority children have less access and lower quality of mental health services than their white and wealthy counterparts, leading to significant disparities in mental health outcomes.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The media decides on the election result they want and reverse engineer a narrative that will help achieve that result, often prioritizing power over doing what's right, leading to cognitive dissonance in situations related to COVID-19 and schools.
51:51 - 58:05 (06:13)
Summary
The media decides on the election result they want and reverse engineer a narrative that will help achieve that result, often prioritizing power over doing what's right, leading to cognitive dissonance in situations related to COVID-19 and schools.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
A ballot initiative is being introduced in California, allowing parents to choose the school their children attend with $13,000 spent per pupil.
58:05 - 1:01:48 (03:42)
Summary
A ballot initiative is being introduced in California, allowing parents to choose the school their children attend with $13,000 spent per pupil. It has become a major topic for 2022.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Biotech investments will lead to discoveries about Yamanaka factor-based cell reprogramming, triggering partial cell reprogramming and causing cells to act youthful, resulting in magazine covers and 60 Minutes articles in 2022.
1:01:48 - 1:09:39 (07:51)
Summary
Biotech investments will lead to discoveries about Yamanaka factor-based cell reprogramming, triggering partial cell reprogramming and causing cells to act youthful, resulting in magazine covers and 60 Minutes articles in 2022. Capital formation globally will be empowered by combining regulations, using syndicates, dows, and tokens in the investment process.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker discusses the impact of publicly funded media and how it may have gone too far to the left.
1:09:39 - 1:13:23 (03:43)
Summary
The speaker discusses the impact of publicly funded media and how it may have gone too far to the left. They also mention finding independent ways to monetize one's hard work.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The podcast discusses a simulation game of a biology lab where the players can buy different equipment and sub proteins.
1:13:23 - 1:16:33 (03:09)
Summary
The podcast discusses a simulation game of a biology lab where the players can buy different equipment and sub proteins. The conversation also delves into the topic of human slavery and its long-standing history.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The episode discusses the morality of consuming animals from the perspective of suffering and the ability to experience emotion and problem-solve.
1:16:33 - 1:20:26 (03:53)
Summary
The episode discusses the morality of consuming animals from the perspective of suffering and the ability to experience emotion and problem-solve. The guests agree that choosing to consume or not consume animals is a personal choice, and while there may be better choices in the future, it is a reasonable part of human evolution.
EpisodeE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The podcast episode features conversations on tech and politics.
1:20:26 - 1:22:17 (01:51)
Summary
The podcast episode features conversations on tech and politics. They discuss the year-end holidays, people's diets, and Trump's recent pardons.