CEO of Ohalo Genetics, founder of The Production Board, co-host of the All-In podcast
“[On 2026 US GDP growth:] 4.6% — the most conservative of the besties' forecasts, supported by AI-driven productivity gains, 2026 tax cuts and strong asset prices.”
CEO of Ohalo Genetics, co-host of the All-In podcast
Full-year 2026 US GDP data will not be available until early 2027; on the same episode Sacks forecast close to 5%, Palihapitiya 5%–6.2% and Calacanis 4%–5%.
“2025 will be the year of the robot: robots and autonomous hardware companies will be the biggest business winner of the year. I think this is going to be the year where we're all going to look at humanoid robots and autonomous systems and be like, 'Oh my God, I can't believe this is here.'”
CEO of Ohalo Genetics, founder of The Production Board, co-host of the All-In podcast
Autonomous systems did have a breakout year — Waymo scaled sharply and Tesla launched supervised robotaxi service in Austin — and robotics valuations and funding soared (Unitree revenue more than quadrupled). But humanoid robots did not arrive: the International Federation of Robotics counted only about 7,000 humanoids sold worldwide for industrial and professional use in 2025, Tesla built a few hundred Optimus units against a 5,000-unit goal, and 2025's biggest business winners were AI chip and hyperscaler names (Alphabet +65%, Nvidia +39%).