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