温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/ru/64678.html
点击访问原文链接

The “Ultimate Projection” by Silicon Valley’s Smartest Minds: What Should We “All-In” on in 2026? | Bee Network

进入原网站 导航首页
The “Ultimate Projection” by Silicon Valley’s Smartest Minds: What Should We “All-In” on in 2026? | Bee Network Login Актуальные новости Запуск мемов Агенты искусственного интеллекта DeSci TopChainExplorer Для Ньюби 100-кратное количество монет Игра "Пчелка Основные веб-сайты Must-Have APP Криптознаменитости DePIN Новички насущные Детектор-ловушка Основные инструменты Продвинутые веб-сайты Обмен Инструменты NFT Привет, Выйти Вселенная Web3 Игры DApp Пчелиный улей Растущая платформа AD Поиск Английский язык Монеты для пополнения запасов Вход в систему Скачать Web3 Uni Игры DApp Пчелиный улей AD дом•Анализ•The “Ultimate Projection” by Silicon Valley’s Smartest Minds: What Should We “All-In” on in 2026? The “Ultimate Projection” by Silicon Valley’s Smartest Minds: What Should We “All-In” on in 2026?Анализ1mos agoUpdateУайатт 9 033 2 On one side, inflation is receding, AI is accelerating its penetration, and capital markets are stirring; on the other side, geopolitical friction, rising institutional uncertainty, and widespread skepticism about whether “the next round of growth truly exists” prevail. Against this backdrop, the globally influential tech business podcast *All-In Podcast* released its annual ultimate predictions:

Hosted by renowned Silicon Valley angel investor (early investor in Uber and Robinhood) Jason Calacanis, the episode featured three heavyweight guests: “SPAC King” Chamath, “Science Sultan” David Friedberg, and David Sacks, known to the outside world as the White House’s first “AI and Crypto Czar.”

These top minds, controlling hundreds of billions of dollars and deeply versed in the logic of power and capital, engaged in a fiery debate around politics, technology, investment, and the geopolitical landscape—from California’s wealth tax crisis to expectations of 6% GDP growth, from bullish views on Huawei/prediction markets to the startling hypothesis that SpaceX might merge into Tesla, and more.

MSX Research Institute has distilled the core viewpoints from their intellectual collision for our readers.

The “11 Major Predictions” from the 4 Titans

Source: Image generated via AI compilation

Regarding California’s wealth tax and capital flight risks, they respectively believe:

Chamath Palihapitiya: Has already clearly chosen to leave the California circle; his combined net worth amounts to hundreds of billions of dollars, posing a substantive long-term fiscal impact on California; David Friedberg: The proposal is highly unlikely to truly be implemented, but it has already exposed structural pressures on local finances; David Sacks: The wealth tax is the direct reason I left California. Even if it doesn’t pass in 2026, everyone expects some version of it to return in 2028; Regarding the biggest business winner of 2026, they respectively believe:

Jason Calacanis: Bullish on Amazon; it will be the first to reach the “corporate singularity,” becoming the first company where robots contribute more profit than humans. Its automated warehouses and logistics network have already built a very high moat; Chamath Palihapitiya: Chooses copper; geopolitics and supply chain security will trigger long-term supply-demand imbalances. At the current rate, by 2040, there will be a roughly 70% global copper supply gap; David Friedberg: Bullish on Huawei and prediction markets (PM). The former continues to make breakthroughs in its technological system, while the latter is evolving from a niche product into new infrastructure for information and price discovery, potentially exploding this year; David Sacks: 2026 will be a big year for IPOs. The “Trump Boom” will restart the capital market expansion cycle, leading to many successful company listings and creating trillions in new market cap; also agrees with Jason Calacanis’s assessment of Amazon, but for different reasons (not elaborated); Regarding the biggest business loser of 2026, they respectively believe:

Jason Calacanis: Young American white-collar workers will be most impacted, with entry-level positions being replaced first by AI and automation; Chamath Palihapitiya: The “maintenance and migration” revenue model of enterprise SaaS will be systematically compressed under AI’s impact; David Friedberg: State government finances; pension liabilities and solvency issues will be exposed collectively; David Sacks: California; regulatory and tax uncertainty will continue to drive out capital and businesses; Regarding the most significant deal type of 2026, they respectively believe:

Jason Calacanis: There will be an AI giant merger exceeding $50 billion; Chamath Palihapitiya: Believes traditional M&A will give way to large-scale IP licensing collaborations; this deal type will become more common and mature in 2026; David Friedberg: Conflict resolution at the geopolitical level will be the “biggest deal”; the Russia-Ukraine conflict may be resolved this year; David Sacks: Bullish on the explosion of the Coding Assistants and Инструмент Use sectors; Regarding the boldest contrarian prediction for 2026, they respectively believe:

Jason Calacanis: China-US relations will see substantive easing, with both sides reaching a win-win working relationship; Chamath Palihapitiya: Two contrarian predictions: first, SpaceX will not IPO but might reverse-merge into Tesla; second, central banks will build a new sovereign криптовалютаcurrency paradigm (different from BTC); David Friedberg: If the Iran situation continues to deepen, it might instead exacerbate Middle East instability; David Sacks: AI will become a job expander, not a job destroyer; we are likely to see employment growth; Regarding the best-performing asset of 2026, they respectively believe:

Jason Calacanis: Bullish on platform assets like speculation; in this environment where the economy is about to take off, interest rates might be cut, and people have spare cash, there will be more disposable money for betting and speculation; Chamath Palihapitiya: Continues to bet on a basket of critical metals, including copper; David Friedberg: Prediction markets, which are replacing the functions of traditional media and markets, have huge potential; David Sacks: Chooses the tech expansion supercycle; Regarding the worst-performing asset of 2026, they respectively believe:

Jason Calacanis: The US dollar will continue to face pressure; Chamath Palihapitiya: Believes oil is entering a long-term downtrend, potentially falling towards $45 per barrel; David Friedberg: Bearish on Netflix and traditional media stocks; David Sacks: Bearish on high-end California real estate; Regarding the most anticipated trend of 2026, they respectively believe:

Jason Calacanis: The IPO market makes a triumphant return; among giants like SpaceX, Anthropic, or OpenAI, at least two will file for listing this year; Chamath Palihapitiya: Anticipates the expansion of “Trumpism”—unilateralism, economic resilience—as a massive trend, the result of which will be massive GDP growth; David Friedberg: The reshaping of the Middle East landscape resulting from the deepening Iran situation; David Sacks: Audits of government spending at all levels; a “decentralized DOGE (Department of Government Efficiency)” needs to be institutionalized to let the public see where the money is spent; Regarding the biggest political winner of 2026:

Jason Calacanis: Young left-wing political figures; Chamath Palihapitiya: Anti-waste, anti-bureaucracy political forces; David Friedberg: Democratic Socialists of America (DSA), who are taking over the Democratic Party; this trend will solidify in 2026; David Sacks: “Trump Boom,” predicting a 75 to 100 basis point rate cut by June; Regarding the biggest political loser of 2026:

Jason Calacanis: Democratic Party centrists; Chamath Palihapitiya: The Monroe Doctrine—because Trumpism has surpassed it; David Friedberg: The tech industry, becoming a common target for populists on both the left and right; David Sacks: Democratic Party centrists; Predictions for US GDP growth rate in 2026:

Chamath Palihapitiya: Lower bound 5%, upper bound 6.2%; David Friedberg: 4.6%; David Sacks: 5%; Final Thoughts Just today, China also announced its 2025 national economic performance, with GDP reaching 140.19 trillion yuan, a year-on-year increase of 5.0%, meeting the target as scheduled.

If we zoom out to a global coordinate system and consider exchange rate factors over the next one to two years, we find that the GDP gap (measured in USD) between China and the US, which widened significantly in the past two years, seems to be showing subtle signs of narrowing substantially again at this juncture.

This juxtaposition is quite thought-provoking: on one side is China, seeking high-quality growth amidst structural adjustments; on the other side is the US, as described by the *All-In Podcast*, attempting to forcefully leap out of its growth mediocrity period through “Trump Boom + AI Singularity.”

It can be said that the world’s only two major economies are simultaneously entering a re-competition phase centered on productivity and structural efficiency. It is precisely against this backdrop that Chamath Palihapitiya’s statement on the show appears particularly provocative: “Don’t bet against the US economy; it’s ready to take off. 6% GDP growth is not a fantasy.”

But the prerequisite is that in this year of accelerated reshuffling, you must stand on the side of productivity, not on the side being eliminated.

Perhaps this is the most important question in this cycle.

Let’s encourage each other.

Эта статья взята из интернета: The Ultimate Forecast from Silicon Valley’s Brightest Minds: What Should We “All-In” on in 2026?

Related: Starting with the hijacking of Blue War: What exactly makes the security costs of crypto bigwigs so high?

Lan Zhanfei is a familiar name in the short video community. He started as a game streamer and later shifted to travel content, amassing 26.63 million followers on Douyin and a respectable number on Weibo. He once jokingly said in a live stream that if he seriously pursued monetization, he could earn nine figures a year. After the news that Lan Zhanfei was kidnapped at knifepoint in a five-star hotel in South Africa by a Chinese man and two black men, who allegedly planned the incident six months in advance, went viral on social media, people in the cryptocurrency community generally expressed a “familiar sense of lingering fear”. In recent years, kidnappings targeting cryptocurrency holders have surged from France to the UAE, from the US to South America. The fact…

 

Анализ ## cryptoОбмен #Рынок #Инструмент #© Copyright NoticeМассив Pre Crypto Stock Barometer丨Vanguard's US Mid-Cap Index Fund Makes First Purchase of Over $500 Million in Strategy Stock; BitMine's Total Staking Exceeds 1.77 Million ETH, Valued at Over $5.6 Billion (January 20) Next Tiger Research: If I Were the Founder of Kaito, How Would I Make Decisions in the Face of InfoFi's Upheaval? Related articles Trump’s $10 billion power-for-money deal puts his own currency on Wall StreetRecommended Articles 6086cf14eb90bc67ca4fc62b 22 812 5 DeFi for Fools: From “One-Click Interaction” to Real Cold Start, How Can the Chain Break Through? 6086cf14eb90bc67ca4fc62b 21 632 Is Crypto Over? Don’t Give Up, Liquidity Relief is on the Way 6086cf14eb90bc67ca4fc62b 7 591 1 Where does the money of institutions flow? Uncover the five golden tracks of this round of potential copycat season 6086cf14eb90bc67ca4fc62b 26 101 In-depth analysis of the ultimate beneficiaries of the involution era in the crypto industry 6086cf14eb90bc67ca4fc62b 37 981 24H Hot Coins and News | Strategy has realized 93,191 bitcoins in book value this year; BNB hits a record high (July 23) 6086cf14eb90bc67ca4fc62b 22 852 5 Нет комментариев Вы должны войти в систему, чтобы оставить комментарий! Немедленно войдите в систему Нет комментариев... Последние статьи UniSat Releases Phase Updates and Upgrades, Continuously Building the Bitcoin Ecosystem 1dys ago 1 526 Jack Dorsey’s Company: 4,000 White-Collar Workers Are Being Replaced by AI 1dys ago 1 417 Latest Stablecoin Report: Real Distribution and Flow Are Far More Important Than Supply 1dys ago 1 337 Sui DeFi’s “Three-Engine” Revolution: How New Capabilities, New Assets, and New Programs Are Building the Future of On-Chain Finance? 1dys ago 1 287 On-chain Investigator ZachXBT Confirms: Axiom Employees Exploited Internal Privileges for Insider Trading 1dys ago 1 141 Популярные сайтыTempoLighterGAIBПланерПланкаRaylsBCPokerVooi Bee.com Крупнейший в мире портал Web3. Партнеры CoinCarp Binance CoinMarketCap CoinGecko Coinlive Доспехи Загрузите приложение Bee Network APP и начните путешествие по web3 Белая книга Роли ЧАСТО ЗАДАВАЕМЫЕ ВОПРОСЫ © 2021-2026. Все права защищены. Политика конфиденциальности | Условия предоставления услуг Скачать приложение Bee Network APP и начните путешествие по web3 Крупнейший в мире портал Web3 Партнеры CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors Белая книга Роли ЧАСТО ЗАДАВАЕМЫЕ ВОПРОСЫ © 2021-2026. Все права защищены. Политика конфиденциальности | Условия предоставления услуг Поиск ПоискInSiteOnChainСоциальнаяНовости Hot to you: Охотники за воздухом Анализ данных Криптознаменитости Детектор-ловушка Русский English 繁體中文 简体中文 日本語 Tiếng Việt العربية 한국어 Bahasa Indonesia हिन्दी اردو Русский

智能索引记录