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

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Technology

The Download: The Pentagon’s new AI plans, and next-gen nuclear reactors

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. The Pentagon is planning for AI companies to train on classified data, defense official says The Pentagon plans to set up secure environments for generative AI companies to train military-specific versions of their…

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