Episodes
All-In with Chamath, Jason, Sacks & Friedberg · Feb 28, 2026
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
AI disruption of software stocksAnthropic Claude market impactSaaS business model obsolescenceAI agent automationData center infrastructure challenges
View AnalysisPivot · Feb 27, 2026
Paramount Wins Warner Bros. Bid, Anthropic vs. Pentagon, and AI Doomsday Memo
Paramount Warner Bros Discovery acquisitionNvidia Q4 earnings and AI infrastructure spendingAI impact on white-collar employmentPrivate credit market volatilityAnthropic Pentagon contract dispute
View AnalysisUncanny Valley | WIRED · Feb 26, 2026
Pentagon v. ‘Woke’ Anthropic; Agentic v. Mimetic; Trump v. the State of the Union
AI Safety RegulationDefense Department AI ContractsAI Alignment and GuardrailsSilicon Valley Hiring PracticesGovernment Tech Policy
View Analysis