Episode · All-In with Chamath, Jason, Sacks & Friedberg · 2026-02-28

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

1 book · Listen · Watch on YouTube

(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?

Books mentioned, in the order they came up

  1. Runnin' Down a Dream

    Bill Gurley · at 39:20

    Runnin' Down a Dream by Bill Gurley is a comprehensive guide and exploration of career paths and ambition.

    Recommended
    “Can I just give a plug to friend of the pod, Bill Gurly? He's got an amazing new book, Running Down a Dream. Please, wait, wait, wait, wait. Before we start, before I start, there it is. Running down a dream, I just want everybody to just stop the pause the podcast.”
    Where to get it