Chamath @ 01:31:06Right
venture
Sometime during calendar year 2021, the All-In podcast hosts will launch some mechanism (e.g., via The Syndicate) that allows podcast listeners to co‑invest alongside them in at least one deal.
Yes we are. We're going to figure out how to do something. We're going to do something to let the people who listen invest alongside us. We're going to figure it out in 2021 at some point.View on YouTube
Explanation
Why this prediction is marked “right”
- In the SPACsgiving episode E13 (Nov 25, 2020), the hosts explicitly discuss starting “an AngelList syndicate for every All‑In podcast listener” and Jason says “We’ll do it with the syndicate.com slash all‑in podcast… we’ll aggregate all these subscribers.”(podscripts.co) This is the initial commitment to a listener co‑investment mechanism.
- In E14 (Dec 4, 2020), they report that this has actually been set up: “Everybody go to the syndicate.com slash all in. If we do this, I’m collecting the emails now… If you want to invest with the besties…” and then Jason closes with: “I asked my crack team… to set up the syndicate.com slash all in… We’re going to do something to let the people who listen invest alongside us. We’re going to figure it out in 2021 at some point.”(podscripts.co) That same episode’s show notes label this as “Invest with the Best…ies!” and link directly to
https://www.thesyndicate.com/allin, calling it the All‑In Syndicate.(podscripts.co) - Thus, by December 4, 2020—well before and then throughout calendar year 2021—the hosts had launched a dedicated sign‑up mechanism for podcast listeners that funneled them into Jason Calacanis’s existing angel syndicate for co‑investing.
- In a later 2021 episode (E26, “State of Venture Capital”), Jason describes The Syndicate’s 2021 activity: “we’re on track this year to do five deals a month, 60 deals, and we’ll put 50 million to work this year at thesyndicate.com.”(podscripts.co) The whole point of that platform is to let outside LPs co‑invest alongside him in those deals, so any All‑In listener who signed up via
thesyndicate.com/allinin 2021 could participate in at least some of these investments. - Even though the
thesyndicate.com/allinURL 404s now, multiple independent archives (Libsyn, Apple Podcasts, Podscripts/Metacast) preserve the All‑In Syndicate link and branding tied to E14, confirming that this was a real listener-facing mechanism, not just offhand banter.(allinchamathjason.libsyn.com)
Interpretation
The core of the prediction was that by 2021 the hosts would create “some mechanism (e.g., via The Syndicate) that allows podcast listeners to co‑invest alongside them in at least one deal.” By:
- Creating and promoting the All‑In‑branded syndicate signup (
thesyndicate.com/allin) to listeners, and - Running many syndicated startup deals through that platform in 2021,
they did in fact provide such a mechanism within the specified timeframe (in fact, slightly early in late 2020, and then active during 2021). On that basis, the prediction is best scored as right.