Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg
- Published
- February 28, 2026
- Duration
- 1h 21m
- Summary source
- description
- Last updated
- Apr 20, 2026
Discusses business, entrepreneurship, technology.
Summary
(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? (1:10:17…
Show notes
(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? (1:10:17) SCOTUS strikes down tariffs, Trump pivots Apply for Liquidity: https://allinliquidity.com Follow the besties: https://x.com/chamath https://x
Themes
- business
- entrepreneurship
- technology