Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 28 February 2026
⏱️ 81 minutes
🧾️ Download transcript
Summary
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c
https://x.com/chamath/status/2027077786503164260
https://www.citriniresearch.com/p/2028gic
https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report
https://x.com/TurnerNovak/status/2026332990914101699
https://x.com/anistotle_/status/2026306126674108788
https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the
https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion
https://www.derekthompson.org/p/nobody-knows-anything
https://x.com/kalshi/status/2027040345419129166
https://x.com/StockMarketNerd/status/2019837212515528730
https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/
https://x.com/DavidSacks/status/2027087693327237251
https://x.com/levie/status/2026885050411745491
https://x.com/typesfast/status/2026998028222013679
https://x.com/cboyack/status/2021647373571862952
https://x.com/chamath/status/2025369318696124859
https://x.com/pat_hedger/status/2026742424471560636
https://x.com/SemiAnalysis_/status/2026719180284666046
https://x.com/WesternLensman/status/2024661247296172486
https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30
https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31
Transcript
Click on a timestamp to play from that location
| 0:00.0 | All right, everybody, welcome back to your favorite podcast, the All In podcast today. |
| 0:05.6 | We have a conspiracy corner episode for you. |
| 0:10.1 | We're going to go over the 9-11 Inside Job. |
| 0:12.4 | We're going over Flat Earth, JFK assassination. |
| 0:15.6 | It's going to be all conspiracy all the time after our amazing blockbuster episode during Ski Week. We're going all conspiracy here, our guest today. Alex Jones. How many views did it get? Nine views? I mean, it's tough when you have one out of four besties. It doesn't. Michael Tracy is on standby. Not true. I can carry an episode for at least 400,000 views. I mean, you might. |
| 0:38.3 | You might. I like your, hey, for people who don't know, Tramoff has his own YouTube channel. He's got his escape hatch. But when this train wreck burns to the ground, he started his own YouTube channel. He's hedging his bets. Freyberg's working on his solo project. Everybody's doing solo project. The band's got a lot of solo projects. |
| 0:54.3 | The Beatles are experimenting. |
| 0:55.3 | They're experimenting. |
| 0:56.3 | We got a little of solo projects. |
| 0:54.2 | The Beatles are experimenting. |
| 0:55.4 | The Beatles are experimenting. |
| 0:56.6 | We had a little Yoko on here. |
| 0:58.9 | You know what the number one topic for this show was by the All In AI Bot Sacks? |
| 1:03.9 | What's up? |
| 1:05.0 | The number one was Dario versus Hegset. |
| 1:08.1 | The Department of War versus Anthropic, was the number one topic selected by |
| 1:12.9 | our AI bot. |
| 1:13.8 | As a programming note for folks, that decision will be made end of the day Friday when this |
| 1:17.5 | podcast comes out, so we will talk about it next week. |
| 1:19.4 | But let's get to work. |
| 1:20.7 | We've got a full docket. |
| 1:21.8 | The Claude Kill List has expanded and an AI fan fiction substack tanked your 401k on Monday. Let's get into it. Anthropics |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from All-In Podcast, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of All-In Podcast, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.