← All-In with Chamath, Jason, Sacks & Friedberg
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
February 28, 2026·1h 21m
(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?