Brazil

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jul 9, 2021 by Chamath Palihapitiya · said 106 times in 50 episodes since 2020 · across every show →

Mentions by year

brought up most by David Friedberg (28), Chamath Palihapitiya (20), David Sacks (17), Jason Calacanis (12), Rahm Emanuel (5), Elon Musk (5), Brooke Rollins (4), Jeremy Allaire (3)

mentionsepisodesper episode tap a year for its mentions

2026 17 mentions in 6 episodes 3 per episode

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño May 15, 2026 · 6 mentions · from 1:05:41
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats Aug 12, 2026 · 5 mentions · from 6:05
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 Jan 25, 2026 · 3 mentions · from 22:23
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Jul 21, 2026 · 1 mention · from 12:03
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis? May 22, 2026 · 1 mention · from 1:39:14
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! Jan 23, 2026 · 1 mention · from 16:27
every mention in 2026, scene by scene →

2025 19 mentions in 10 episodes 2 per episode

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia Oct 31, 2025 · 4 mentions · from 37:58
Brooke Rollins, Secretary of Agriculture | All-In DC May 4, 2025 · 4 mentions · from 19:47
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators Oct 8, 2025 · 2 mentions · from 9:45
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes May 31, 2025 · 2 mentions · from 1:18:20
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein Apr 11, 2025 · 2 mentions · from 39:13
AI, Attention, and Ownership: Ari Emanuel Explains the Next Era of Entertainment Nov 5, 2025 · 1 mention · from 23:51
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias Oct 24, 2025 · 1 mention · from 1:03:11
Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran? Jun 13, 2025 · 1 mention · from 7:45
2 more episodes that year, every mention in 2025 →

2024 13 mentions in 8 episodes 2 per episode

Elon Musk | All-In Summit 2024 Sep 10, 2024 · 4 mentions · from 3:09
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks Oct 25, 2024 · 2 mentions · from 23:46
Jake Loosararian, Gecko Robotics | All-In Summit 2024 Sep 30, 2024 · 2 mentions · from 31:52
Dave Ricks, CEO of Eli Lilly | The All-In Interview Oct 8, 2024 · 1 mention · from 4:16
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem Jul 19, 2024 · 1 mention · from 58:07
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity? May 17, 2024 · 1 mention · from 1:00:27
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics Mar 8, 2024 · 1 mention · from 59:26
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more Jan 19, 2024 · 1 mention · from 1:27:53
every mention in 2024, scene by scene →

2023 30 mentions in 7 episodes 4 per episode

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more Sep 1, 2023 · 9 mentions · from 27:57
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more Jun 2, 2023 · 8 mentions · from 48:21
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee Apr 7, 2023 · 6 mentions · from 17:00
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth Jul 14, 2023 · 2 mentions · from 1:01:03
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning Feb 4, 2023 · 2 mentions · from 1:04:08
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more Jan 20, 2023 · 2 mentions · from 1:29:27
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner Mar 3, 2023 · 1 mention · from 1:33:13
every mention in 2023, scene by scene →

2022 19 mentions in 11 episodes 2 per episode

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more Aug 5, 2022 · 6 mentions · from 28:24
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more Sep 17, 2022 · 4 mentions · from 49:50
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump Nov 19, 2022 · 1 mention · from 40:04
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more Nov 5, 2022 · 1 mention · from 1:14:45
E97: SPAC updates, public/private market overview, Putin's end game & more Sep 23, 2022 · 1 mention · from 47:54
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more Jul 14, 2022 · 1 mention · from 2:01
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps Jul 8, 2022 · 1 mention · from 40:58
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks May 25, 2022 · 1 mention · from 8:49
3 more episodes that year, every mention in 2022 →

2021 7 mentions in 7 episodes 1 per episode

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more Dec 29, 2021 · 1 mention · from 17:31
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses Nov 6, 2021 · 1 mention · from 1:03:22
Balaji Srinivasan: role of decentralization, China/US breakdown & more Sep 25, 2021 · 1 mention · from 17:06
E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more Jul 9, 2021 · 1 mention · from 11:30
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more Mar 13, 2021 · 1 mention · from 29:39
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet Jan 11, 2021 · 1 mention · from 38:34
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more Jan 8, 2021 · 1 mention · from 29:33
every mention in 2021, scene by scene →

2020 1 mention in 1 episode

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency Jul 11, 2020 · 1 mention · from 39:41
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Brazil, oldest first

Jul 9, 2021 bearish

Prediction Not checkable as stated

Chamath: Severe global drought will force self-sufficient nations to import food

“There are many countries there that are actually self sufficient, which will then no longer be will have to import food”

Chamath Palihapitiya Jul 9, 2021 ▶ 11:35 E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

Sep 10, 2024 neutral

Disclosure

Musk: X is in discussions with Brazilian judicial authorities

“So we actually are in sort of discussions with the, you know, judicial authorities in Brazil to try to, you know, run this to ground.”

Elon Musk Sep 10, 2024 ▶ 5:16 Elon Musk | All-In Summit 2024

Jan 25, 2026 bullish

Prediction Open · timeframe Jan 2031

Allaire: Stablecoins are coming to Japan, Brazil, Philippines, and other markets

“In the Philippines, or in Mexico, or in Brazil, or in Japan, and other markets, or Australia, Korea, there are stablecoins coming”

Jeremy Allaire Jan 25, 2026 ▶ 36:27 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

Brazil

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Everything said about Brazil, oldest first

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