(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 Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. <a href= "https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship"> https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai">https://www.plaud.ai</a> Follow Aaron: <a href= "https://www.linkedin.com/in/aaron-cowen-0a44a450">https://www.linkedin.com/in/aaron-cowen-0a44a450</a> Follow Dan: <a href="https://x.com/dreyfd">https://x.com/dreyfd</a> <a href= "https://www.linkedin.com/in/daniel-dreyfus-b65554209">https://www.linkedin.com/in/daniel-dreyfus-b65554209</a> Follow Oleg: <a href= "https://www.linkedin.com/in/oleg-nodelman-375131">https://www.linkedin.com/in/oleg-nodelman-375131</a> Follow Kyle: <a href= "https://x.com/KyleSamani">https://x.com/KyleSamani</a> <a href= "https://www.linkedin.com/in/kylesamani">https://www.linkedin.com/in/kylesamani</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a>

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