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

Technology
United States
Started March 05, 2026

(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 Apply for Liquidity: https://allinliquidity.com Follow the besties: https://x.com/chamath https:...

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CLAIM Posted by will • Mar 05, 2026
Doomer narratives surrounding AI job loss distract from the potential for innovation and new job creation in the tech industry.
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CLAIM Posted by will • Mar 05, 2026
Trump's tariff pivot signals a shift towards more protectionist policies that could harm global trade and economic growth.
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CLAIM Posted by will • Mar 05, 2026
Scientific advancements like the Yamanaka Factors show promise in curing blindness, emphasizing the importance of continued funding in medical research.
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CLAIM Posted by will • Mar 05, 2026
The collapse of software stocks highlights the urgent need for regulatory oversight in the tech sector to protect investors.
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CLAIM Posted by will • Mar 05, 2026
The opposition to datacenters reflects broader societal concerns about environmental impacts, requiring a balanced approach to tech development.
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