All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Jun 12, 2026 · 1h 8m · YouTube
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EP · All-In with Chamath, Jason, Sacks & Friedberg · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live1:07:57
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0:00Maybe you could tell us a little bit about how you selected our presenters and your vision for this.
0:05I mean, for any of you guys who've been involved in Ira Soan, this is a gentleman that passed away from cancer far too young.
0:12And his family created this thing called the Soan Foundation, and they would host this event.
0:17And it started in Lincoln Center.
0:19And they would ask these managers.
0:21And so at the time, I was like a young venture investor.
0:24And I got this invite, and I showed up in New York at Lincoln Center in 2015.
0:28And I said, Amazon's going to be a trillion-dollar company.
0:31And I was laughed out of the room.
0:34David Einhorn, who's a friend of mine, but who is totally wrong, said, I know trillion-dollar companies.
0:40This is not a trillion-dollar company.
0:42Wrong.
0:43It turned out to be a great bet.
0:45I went back.
0:46I did Tesla in 2016.
0:47We picked the converts.
0:49And then in 2017, I was like, all right, this is it.
0:54This is my magnum opus.
0:56And I said, AI is the future.
0:58And then I picked Box.
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