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

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

Published: February 28, 2026

Duration: 1:21:08

(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

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