# All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Page: https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/all-in-s-best-ideas-pitch-competition-4-investors-present-their-top-trades-live
Text version: https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/all-in-s-best-ideas-pitch-competition-4-investors-present-their-top-trades-live.md
Podcast: [All-In with Chamath, Jason, Sacks & Friedberg](https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378)
Published: 2026-06-12T01:25:00+00:00
Episode link: https://allinchamathjason.libsyn.com/all-ins-best-ideas-pitch-competition-4-investors-present-their-top-trades-live
Audio file: https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/LIQ_BestIdeas_Ch.mp3?dest-id=1928300
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/all-in-with-chamath-jason-sacks-friedberg-1015378/episodes/all-in-s-best-ideas-pitch-competition-4-investors-present-their-top-trades-live
Duration seconds: 4077

## Resource

(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. https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship 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. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Aaron: https://www.linkedin.com/in/aaron-cowen-0a44a450 Follow Dan: https://x.com/dreyfd https://www.linkedin.com/in/daniel-dreyfus-b65554209 Follow Oleg: https://www.linkedin.com/in/oleg-nodelman-375131 Follow Kyle: https://x.com/KyleSamani https://www.linkedin.com/in/kylesamani 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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/all-in-with-chamath-jason-sacks-friedberg-1015378/episodes/all-in-s-best-ideas-pitch-competition-4-investors-present-their-top-trades-live/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/all-in-s-best-ideas-pitch-competition-4-investors-present-their-top-trades-live.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.