Silicon Valley's Smartest Minds Share Their 2026 Predictions

Haven't even watched it yet but sharing this for myself and for anyone else who's into predictions.

These guys are one of the smartest people in Silicon Valley and I'm super curious about their takes for the year ahead of us.

This year's episode covers everything from the California exodus and potential asset seizure taxes to the biggest political winners and losers, the most significant business deals, and their most contrarian beliefs for 2026.

What makes the All-In predictions valuable isn't just the accuracy — it's the framework. These are people who manage billions of dollars and have built multiple successful companies. Their predictions are grounded in data, pattern recognition, and deep networks that give them access to information most people don't have.

For anyone building a business or making investment decisions, understanding how the smartest people in the room are thinking about the future is invaluable. Even when they're wrong, the reasoning behind their predictions teaches you how to think about macro trends and their second-order effects.

I always make it a point to revisit these predictions at the end of the year to see which ones played out and which ones didn't. It's one of the best exercises for calibrating your own judgment about where the world is heading.