All-In Podcast · February 28, 2026 · 1h 21m

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

Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg (solo)

(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?