LIQUIDITY: All-In's Inaugural Best Ideas Pitch Competition! 4 Investors Present Their Top Trades This is the FINAL Liquidity post. The Besties will be back tomorrow for the regular Friday pod. Thanks to Aaron Cowen, Dan Dreyfus, Oleg Nodelman, and Kyle Samani for the amazing pitches! (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 (@EYnews) - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. NYSE (@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. Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.