Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

<p>(0:00) Bestie intros</p> <p>(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter</p> <p>(30:39) Why Doomer narratives are more popular, valuable new AI jobs</p> <p>(40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition?</p> <p>(52:13) State of the Union reactions</p> <p>(1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?</p> <p>(1:10:17) SCOTUS strikes down tariffs, Trump pivots</p> <p>Apply for Liquidity:</p> <p><a href= "https://allinliquidity.com">https://allinliquidity.com</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124"> https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124</a></p> <p><a href= "https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c"> https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c</a></p> <p><a href= "https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble"> https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble</a></p> <p><a href= "https://x.com/chamath/status/2027077786503164260">https://x.com/chamath/status/2027077786503164260</a></p> <p><a href= "https://www.citriniresearch.com/p/2028gic">https://www.citriniresearch.com/p/2028gic</a></p> <p><a href= "https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report"> https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report</a></p> <p><a href= "https://x.com/TurnerNovak/status/2026332990914101699">https://x.com/TurnerNovak/status/2026332990914101699</a></p> <p><a href= "https://x.com/anistotle_/status/2026306126674108788">https://x.com/anistotle_/status/2026306126674108788</a></p> <p><a href= "https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the"> https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the</a></p> <p><a href= "https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion"> https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion</a></p> <p><a href= "https://www.derekthompson.org/p/nobody-knows-anything">https://www.derekthompson.org/p/nobody-knows-anything</a></p> <p><a href= "https://x.com/kalshi/status/2027040345419129166">https://x.com/kalshi/status/2027040345419129166</a></p> <p><a href= "https://x.com/StockMarketNerd/status/2019837212515528730">https://x.com/StockMarketNerd/status/2019837212515528730</a></p> <p><a href= "https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/"> https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/</a></p> <p><a href= "https://x.com/DavidSacks/status/2027087693327237251">https://x.com/DavidSacks/status/2027087693327237251</a></p> <p><a href= "https://x.com/levie/status/2026885050411745491">https://x.com/levie/status/2026885050411745491</a></p> <p><a href= "https://x.com/typesfast/status/2026998028222013679">https://x.com/typesfast/status/2026998028222013679</a></p> <p><a href= "https://x.com/cboyack/status/2021647373571862952">https://x.com/cboyack/status/2021647373571862952</a></p> <p><a href= "https://x.com/chamath/status/2025369318696124859">https://x.com/chamath/status/2025369318696124859</a></p> <p><a href= "https://x.com/pat_hedger/status/2026742424471560636">https://x.com/pat_hedger/status/2026742424471560636</a></p> <p><a href= "https://x.com/SemiAnalysis_/status/2026719180284666046">https://x.com/SemiAnalysis_/status/2026719180284666046</a></p> <p><a href= "https://x.com/WesternLensman/status/2024661247296172486">https://x.com/WesternLensman/status/2024661247296172486</a></p> <p><a href= "https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable"> https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable</a></p> <p><a href= "https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30"> https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30</a></p> <p><a href= "https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31"> https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31</a></p>