All-In with Chamath, Jason, Sacks & Friedberg — Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

SCOUT· 28%1h 21m·2026-02-28·Technology

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

All-In with Chamath, Jason, Sacks & Friedberg

(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…

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