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MGM ResortsIndustry prediction

All-In with Chamath, Jason, Sacks & Friedberg discusses MGM Resorts: industry prediction

Source

All-In with Chamath, Jason, Sacks & FriedbergJun 11, 2026

All-In with Chamath, Jason, Sacks & Friedberg

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

What was said

I'm going to pitch to you MGM... what they have now is a license to open a casino in Osaka, Japan... we think Barry Diller is understands gambling. He understands casinos. But what he's really doing is now trying to pick off the company to get the Japanese opportunity, which we think is worth, will more than double the stock.

allinchamathjason.libsyn.com/all-ins-best-ideas-pitch-competition-4-i...Read the full source

Quotes from the episode

  • “I'm going to pitch to you MGM... what they have now is a license to open a casino in Osaka, Japan... we think Barry Diller is understands gambling. He understands casinos. But what he's really doing is now trying to pick off the company to get the Japanese opportunity, which we think is worth, will more than double the stock.”

    Aaron CowenAll-In with Chamath, Jason, Sacks & FriedbergView

  • “The final option... MGM is building a property in Dubai... Well, one day if Dubai decides to legalize gambling... if Dubai happens, that's worth another 40 or $50. So we think the stock is a triple.”

    Aaron CowenAll-In with Chamath, Jason, Sacks & FriedbergView

  • “I think the stock could be easily worth over 100, could be worth 150. And now you have Barry Diller, who is a has a firm bid, owns 26 percent of the company basically at the same price.”

    Aaron CowenAll-In with Chamath, Jason, Sacks & FriedbergView

Extracted by Autobound

From the Signal API record
Signal
Industry prediction

What this signalsWhat leaders say on podcasts often shows their current priorities.

Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Speaker
Aaron Cowen
Speaker role
Third party
Event date
Jun 2026

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The full record

From the Signal API record

People

  • Aaron CowenSpeaker (third party)

Details

Timing
Ongoing state
Recorded at estimate
2026-06

Extraction

Detected
Aug 24, 2026
signal_type
podcast-company
signal_subtype
industryPrediction

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The API returns more than this page shows

This page shows a preview. The full podcast-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/0dac5795-9837-5fa4-a273-70d90bb78c57 returns this record as JSON. POST /v1/companies/enrich returns every signal for mgmresorts.com.

{
  "signal_id": "0dac5795-9837-5fa4-a273-70d90bb78c57",
  "signal_type": "podcast-company",
  "signal_subtype": "industryPrediction",
  "detected_at": "2026-08-24T10:25:28+00:00",
  "company": {
    "name": "MGM Resorts",
    "domain": "mgmresorts.com"
  },
  "data": {
    "is_ad": false,
    "quotes": [
      "I'm going to pitch to you MGM... what they have now is a license to open a casino in Osaka, Japan... we think Barry Diller is understands gambling. He understands casinos. But what he's really doing is now trying to pick off the company to get the Japanese opportunity, which we think is worth, will more than double the stock.",
      "The final option... MGM is building a property in Dubai... Well, one day if Dubai decides to legalize gambling... if Dubai happens, that's worth another 40 or $50. So we think the stock is a triple.",
      "I think the stock could be easily worth over 100, could be worth 150. And now you have Barry Diller, who is a has a firm bid, owns 26 percent of the company basically at the same price."
    ],
    "timing": "ongoing_state",
    "speaker": "Aaron Cowen",
    "evidence": "I'm going to pitch to you MGM... what they have now is a license to open a casino in Osaka, Japan... we think Barry Diller is understands gambling. He understands casinos. But what he's really doing is now trying to pick off the company to get the Japanese opportunity, which we think is worth, will more than double the stock.",
    "headline": "MGM Resorts International · industryPrediction · ongoing_state (2026-06)",
    "episode_id": "56061827619",
    "event_date": "2026-06",
    "episode_url": "https://allinchamathjason.libsyn.com/all-ins-best-ideas-pitch-competition-4-investors-present-their-top-trades-live",
    "podcast_name": "All-In with Chamath, Jason, Sacks & Friedberg",
    "published_at": "2026-06-11",
    "episode_title": "All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live",
    "date_confidence": "inferred",
    "speaker_relation": "third_party",
    "transcript_source": "transcript",
    "recorded_at_estimate": "2026-06"
  }
}

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