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

(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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Referenced in the show:
investing.com/news/stock-market-news/wolters-k…
barrons.com/articles/ibm-stock-had-worst-day-i…
forbes.com/sites/daniellechemtob/2026/02/24/fo…
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citriniresearch.com/p/2028gic
thedefiant.io/news/tradfi-and-fintech/credit-c…
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derekthompson.org/p/nobody-knows-anything
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