All-In PodcastWhy the 2026 GDP boom could reshape California taxes
Strong growth forecasts anchor predictions on SaaS disruption; a California wealth tax fight and Trump boom macro bet define the hosts 2026 draft.
Episode Details
EPISODE INFO
- Released
- January 10, 2026
- Duration
- 1h 31m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian Belief (1:03:05) Best Performing Asset (1:08:02) Worst Performing Asset (1:15:17) Most Anticipated Trend (1:21:18) Most Anticipated Media Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/reidhoffman/status/2009015043258552670 https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html https://x.com/Daily_MailUS/status/2008903817341931618 https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121 #allin #tech #news
SPEAKERS
David Friedberg
hostJason Calacanis
hostChamath Palihapitiya
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring David Friedberg and Jason Calacanis, Why the 2026 GDP boom could reshape California taxes explores all-In besties forecast 2026 politics, markets, AI, and megadeals ahead The hosts open by debating California’s proposed wealth/“asset seizure” tax, predicting signature-gathering drama, potential ballot placement, and an exodus risk that could reshape California’s budget and tech politics.
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