POD UP! 🚨 -- Why software stocks are imploding -- Claude's hit list, Citrini's essay -- What's behind datacenter opposition -- State of the Union reactions -- SCOTUS strikes down tariffs, Trump's pivot ***This was recorded on Thursday, before the Anthropic/DoW fallout - we will cover it next week! (0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, 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