In homage to the All-In Podcast, here are my predictions for 2026…

Biggest Political Winner — Socialism. Zohran Mamdani recently took control of New York City. This is only the beginning of big wins for socialism in the United States this year.

The party in power usually loses seats in Congress. This year, expect Republicans to lose to far-left Democrats. The cost of living and expiring healthcare subsidies will give fuel to socialists. 

Biggest Political Loser — California. California’s proposed wealth tax is driving tons of billionaires out.

Chamath estimates that over $1 trillion in wealth will leave. That money won’t be subject to the wealth tax or any other California tax. These folks also won’t be creating businesses in California. 

Biggest Business Winner — Elon Musk. SpaceX will likely go public this year, which could make Elon the world’s first trillionaire. Tesla may also release Optimus.

As successful as Elon has been, his best days are ahead. 

Biggest Business Loser — Europe. Europe is continuing to fall behind the US and China. Countries like the UK are focused on jailing people for social media posts, not innovation.

Think of all the key new fields… AI models, robotics, self-driving. Europe has little or no presence in any of these areas. 

A generation from now, Europe will be where Latin America is today: a pretty but poor continent. 

Biggest Business Deal — AI Labs Buy Unique Data. Expect AI labs to buy companies like Reddit and Quora this year.

AI labs are hungry for data. Companies like Reddit and Quora have some of the best.

If an AI lab can lock up a unique data set, it has an advantage over competitors. 

Most Contrarian Belief — Biotech Offers Amazing Opportunities. Biotech companies have been in the toilet these last few years. But the growth in AI will present great opportunities in this area in 2026.

AI models can help with drug discovery. AI robotic startups like my investment, Zeon Systems, can automate research. 

Put these advancements together, and we could be finding cures much faster. 

Best Performing Asset — AI Infrastructure Startups. In order to build AI models, you need high-quality data. The startups providing it will be the best-performing assets in 2026.

Startups like Mercor and my investment, Micro1, are growing more than 10x year over year on millions in revenue. These are some of the highest growth rates ever.

AI labs are spending a fortune on GPUs. To make that investment pay off, they must feed those GPUs with top-quality data. 

Worst Performing Asset — Palantir Stock. Don’t get me wrong, Palantir is a great company. But at 100 times revenue, it’s ripe to fall. 

The excitement over opportunities with the new Trump administration is likely to cool. This, plus the nonsensical valuation, could set this stock up for a major drawdown. 

Most Anticipated Trend — The Triumph of Self-Driving. Waymo is supposed to begin operating in NYC and North Jersey this year. And if you can make it here, you can make it anywhere.

I dreamed about self-driving cars when I was a kid. This year, I hope to ride in one for the first time. 

Most Anticipated Media — 90 Day Fiancé. Don’t laugh at me, but I’ve become addicted to this show.

90 Day Fiancé goes deeper with couples than any other show on TV. By the end of a season, you’ve spent over 20 hours with this small group.

I’m looking forward to seeing a new set of couples navigate the struggles of starting a life in America. 

Wrap-Up

We have so much to look forward to in 2026. AI will do incredible things in robotics, self-driving, medicine and more.

There’s never been a more exciting time to be alive!

What are your predictions for 2026?

More on tech: 

Request for Startups: Construction AI, Cybersecurity and More!

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