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

“全情投入最佳创意路演大赛:四位投资者现场展示他们的顶尖交易”

All-In with Chamath, Jason, Sacks & Friedberg

2026-06-12

1 小时 7 分钟
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单集简介 ...

(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology (40:20) Multicoin Capital's Kyle Samani pitches GEODNET (54:50) The Besties recap the pitches and announce winners Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Aaron: https://www.linkedin.com/in/aaron-cowen-0a44a450 Follow Dan: https://x.com/dreyfd https://www.linkedin.com/in/daniel-dreyfus-b65554209 Follow Oleg: https://www.linkedin.com/in/oleg-nodelman-375131 Follow Kyle: https://x.com/KyleSamani https://www.linkedin.com/in/kylesamani Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
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  • Maybe you could tell us a little bit about how you selected our presenters and your vision for this.

  • I mean, for any of you guys who've been involved in Ira Sohn,

  • this is a gentleman that passed away from cancer far too young.

  • And his family created this thing called the Sohn Foundation, and they would host this event.

  • And it started in Lincoln Center.

  • And they would ask these managers.

  • And so at the time, I was like a young venture investor.

  • And I got this invite, and I showed up in New York at Lincoln

  • Center in 2015. And I said, Amazon's going to be a trillion dollar company.

  • And I was laughed out of the room.

  • David Einhorn, who's a friend of mine, but who is totally wrong, said, I know trillion dollar companies.

  • This is not a trillion dollar company.

  • Wrong.

  • It turned out to be a great bet.

  • I went back.

  • I did Tesla in 2016. We picked the converts.

  • And then in 2017, I was like, all right, this is my, this is, this is it.

  • This is my magnum opus.

  • And I said, AI is the future.

  • And then I picked Box.