All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
6/12/20261 hr 8 min
(0:00) Chamath explains the Best Ideas format
(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts
(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy
(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology
(40:20) Multicoin Capital's Kyle Samani pitches GEODNET
(54:50) The Besties recap the pitches and announce winners
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Follow Aaron:
https://www.linkedin.com/in/aaron-cowen-0a44a450
Follow Dan:
https://www.linkedin.com/in/daniel-dreyfus-b65554209
Follow Oleg:
https://www.linkedin.com/in/oleg-nodelman-375131
Follow Kyle:
https://www.linkedin.com/in/kylesamani
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Transcript preview
First 90 secondsSpeaker 00:00
Maybe you could tell us a little bit about how you selected, uh, our presenters and your vision for this.
Chamath Palihapitiya· Host0:04
I mean, for any of you guys who've been involved in Ira Sohn, this is a gentleman that passed away from cancer far too young, and his family created this thing called the Sohn Foundation, and they would host this event, and it started in Lincoln Center, and they would ask these managers. And so at the time, I was, like, a young venture investor, and I got this invite, and I showed up in New York at Lincoln Center in 2015, and I said, "Amazon's gonna be a trillion-dollar company," and I was laughed out of the room. Uh, David Einhorn, who's a friend of mine but who was totally wrong, said, "I know trillion-dollar companies. This is not a trillion-dollar company." Wrong. It turned out to be a great bet. I went back. I did Tesla in 2016. We picked the converts. And then in 2017, I was like, "All right. This is my, this is m- this is it. This is my magnum opus," and I said, "AI is the future," and then I picked Box. [laughs] [laughs] [laughs] I was like, if I had just picked Nvidia, I would've been a Ira Sohn- A legend ... legend, and I could've retired.
Speaker 01:07
Well- Anyway, so we wanted to recreate Ira Sohn and start to get these great managers who are making great picks, making a ton of money for their LPs.
Chamath Palihapitiya· Host1:14
They don't get the distribution, and so it's just a chance to, like, get to know some of these names. You don't have to see them on CNBC. You'll see them here more and more often, and we can just get to opine. And- Roll the video. Yeah.
Speaker 21:26
Ladies and gentlemen, welcome to The Best