All-In's 2026 Predictions

The podcast episode centers on predictions for 2026, spanning political, economic, and business landscapes. The panel debates the likelihood of California's wealth tax passing, its potential impact on tech leaders, and whether Trump's policies constitute a new form of neoconservatism. Discussion points include potential political winners and losers, with focus on the Democratic Socialists of America, the "Trump boom," and the fate of centrist Democrats. Business predictions cover potential winners like Huawei, Polymarket, and Amazon, while state governments and young white-collar workers are flagged as potential losers. The conversation also touches on anticipated trends such as the resolution of the Russia-Ukraine conflict and the rise of IP licensing as an M&A workaround.