Jason defined his “consumer comfort services” pick as on‑demand platforms like DoorDash, Airbnb, and Uber: “small luxuries like DoorDash, Airbnb, Uber… consumer comfort services is my pick for the best performing asset of 2024.”(podscripts.co)

Looking at 2024 total returns for those exemplars:

• DoorDash (DASH): +69.6% in 2024.(alphacubator.com)
• Airbnb (ABNB): –3.47% in 2024.(financecharts.com)
• Uber (UBER): about –2% in 2024.(financecharts.com)
  A later review of the All‑In predictions similarly characterizes this basket as “mixed,” noting a strong gain in DoorDash but flat‑to‑low‑single‑digit gains for Airbnb and Uber.(linkedin.com)

An equal‑weighted basket of these three names would have returned roughly +21% in 2024—respectable, but below or in line with broad U.S. equities, which returned around +23–25% (S&P 500 / U.S. large‑caps; Nasdaq‑100 about +25.9%).(rbcwealthmanagement.com) Several major equity sectors (Communication Services, Information Technology, Financials, Consumer Discretionary) returned 30–40%, clearly outperforming this “consumer comfort” basket.(rbcwealthmanagement.com)

Across major asset classes, 2024 was dominated by Bitcoin, which is widely documented as the best‑performing asset class of the year with ~120%+ returns, far ahead of stocks, gold (~27%), and other categories.(visualcapitalist.com) In published asset‑class league tables, top slots are consistently occupied by Bitcoin, then gold and U.S. large‑cap equities—not a “consumer comfort services” grouping.(visualcapitalist.com)

Because Jason framed this as the best (or at least one of the standout top) asset categories for 2024, and in practice the DoorDash/Airbnb/Uber theme delivered only mid‑tier equity performance and clearly lagged the widely recognized top‑performing assets, the prediction did not come true.