Feng Liu|1月 11, 2026 12:27
The latest issue of Allin is very interesting because four older brothers have made forward-looking and bold predictions for 2026, with a large amount of information. Several of them are also very high because they are very proud. Their predictions made last year were all very accurate.
I recommend listening to this issue because it contains a lot of information. I only selected some of the most core predictions and took notes on them, mainly focusing on their prediction of the '2026 winner'.
The version that is too long to read is:
This year's winners will be Huawei Polymarket、 Copper metal, IPO market, Amazon.
Specifically:
David Friedberg (the encyclopedia of the 'Science Sudan' and its programs):
-The preferred winner is Huawei, as Huawei is working hard to collaborate with SMIC to research chip technology and is making rapid progress. Its performance is expected to exceed expectations;
-In addition, there is Polymarket, as it has evolved from a quirky prediction market to an unexpected platform that provides profound insights into current events and news. It is estimated that a large number of traditional financial trading platforms will cooperate with Polymarket.
Chamath Palihapitiya (founder of Social Capital, recently made a fortune by selling Grog's investment, that turtleneck sweater weirdo)
-My first choice is myself (actually joking, because I made a huge profit from Grog's investment at the beginning of the new year);
-What we really see is copper metal: everyone underestimates the shortage of copper (copper is the most useful, inexpensive, compliant, and conductive material we have, and it is used in various places, from data centers to chips, to our weapon systems. It is estimated that by 2040, there will be a global supply shortage of about 70%)
David Sacks (AI/Crypto Tsar of the Trump Administration)
-IPO: He believes that 2026 will be an important year for IPOs, with many successful IPOs, and we may see trillions of dollars in new market value created by listed companies. Of course, he also didn't forget to lick his own leaders: 'This is all part of Trump's prosperity'.
Jason Calacanis (Program Manager)
-Amazon: Continuously promoting the use of robots to replace humans will make Amazon a big winner. Amazon has basically not changed in recruiting employees, but has seen a surge in deploying robots; In addition, Amazon's free cash flow will be better, AWS business will also grow, and more people will use AWS.
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