All-In's 2026 Predictions

In this episode of All-In, the panel brings their signature blend of venture capital insight and contrarian thinking to make bold predictions for 2026. The discussion opens with concerns about California's potential wealth tax and asset seizure policies, which could trigger a significant exodus of wealthy tech founders and entrepreneurs from the state. This conversation touches on broader questions about government overreach, business incentives, and whether Austin and other tech hubs will continue attracting displaced Californians.

The panel then moves through a structured analysis of 2026's biggest winners and losers across political and business landscapes. They discuss which political figures and movements will gain influence while others face setbacks. In the business arena, they identify sectors and companies positioned to win big in the coming year, contrasting these with sectors they believe will struggle. Their analysis draws on current economic data, including recent GDP growth estimates and labor market trends.

A significant portion of the conversation focuses on the biggest anticipated business deal of 2026. The panelists debate which acquisition, merger, or partnership will dominate headlines and reshape industries. They bring their experience from years of venture capital investing and tech industry observation to these predictions.

One of the most engaging segments features the panel sharing their most contrarian beliefs about 2026. These are predictions that go against conventional wisdom and mainstream market expectations. The discussion demonstrates how successful investors often profit by seeing opportunities others miss or recognizing risks before they become obvious.

The episode devotes substantial time to asset performance predictions. The panelists identify which asset classes, stocks, commodities, and investments they believe will be the best and worst performers in 2026. These predictions are grounded in macroeconomic analysis, sector trends, and their assessment of current valuations.

The conversation concludes with discussions of the most anticipated trends and media moments of 2026. The panel considers what major developments will capture attention, from technological breakthroughs to cultural shifts to geopolitical events. Throughout the episode, the panelists reference current news stories, economic data, and industry developments that inform their predictions.

The All-In format allows for dynamic debate where the besties challenge each other's assumptions and build on each other's insights. Their collective experience spanning venture capital, technology, media, and business provides a multifaceted lens through which to examine 2026's likely outcomes. The episode balances optimistic opportunities with realistic risks and demonstrates why these investors have developed followings for their predictive track records and willingness to make bold calls.