Update 2-28/AI Impact on Jobs

Large-scale reduction of headcounts has begun. Block is listed in the US and AU. 

Why are Block shares rocketing 30% on Friday? 

The major AI companies compete. Leaders may change many times. But 

*The AI agent inflection point (Tech check 2-27) 

Gary Cohn was probably too optimistic on jobs. 

Fr NEC Director Gary Cohn: We've got a lot of really strong economic tailwinds (2-28) 

3Fourteen's Warren Pies: AI impact on labor, 'absolutely big deal' for markets (2-28) 

Two heavyweights:

*Nvidia CEO Jensen Huang on AI's pressure on software stocks (2-26) 

*Software Stocks Implode, Claude's Hit List, SOU Reactions, Trump's Tariff Pivot (2-28) 

World 

1. Military wary … G Baker AU 2-28/3-1 p.12. 

2. *Gen. Keane: Trump is willing to use force (2-28) 

3. The Andrew Formerly Known as Prince (GoodFellows 2-26) 

4. *The UK Is Dying and the Elite Is Celebrating - Konstantin Kisin (2-2026)  

5. is Russia losing in Ukraine? | Michael Clarke analysis | Ukraine-Russia war (2-25)

6. “We May Be on the Precipic e of a Gigantic War” in Iran Despite “Fake News” (2-25) 

7. Gen. Keane: We have NEVER been in this position (2-24) 

8. Has US–Iran diplomacy reached its end? | Ian Bremmer Quick Take (2-24)  

Legal 

1. Epstein review should be taken from DOJ: Chris Cuomo, Katie Pavlich | CUOMO (2-28)  

2. Bill Clinton to give rare deposition in Epstein probe | Morning in America (2-28) 

3. Turley: He's pushing the law past the breaking point… (2-27) Jack Smith 

Politics

1. *China: Empire of Illusion | Frank Dikötter | Hoover Institution (2-24-2026) Summary 

2. * "Thomas Sowell: Obama Was a Historic Failure..."  

Economy & AI 

1. Pentagon - Anthropic’s technology posed many risks: Panel | Vargas Reports (2-28)

2. 3Fourteen's Warren Pies: AI impact on labor, 'absolutely big deal' for markets (2-28) 

3. *Software Stocks Implode, Claude's Hit List, SOU Reactions, Trump's Tariff Pivot (2-28)

4. The Supreme Court’s Tariff Decision and Its Market Implications (JSiegel 2-28) 

5. Zscaler CEO Jay Chaudhry: 'For every employee, there will be 50 to 100 AI agents' (2-28) 

6. Fr NEC Director Gary Cohn: We've got a lot of really strong economic tailwinds (2-28) 

7. Dan Ives: Software sector will start to bottom from current levels (2-28)  

8. Anthropic as the new AI kingmaker (2-28) 

9. Anthropic trying to put limitations on its AI models 'really has no standing', Brent Sadler (2-28) 

10. *Demand for AI infrastructure has been relentless, CoreWeave CEO Mike Intrator (2-28)  

11. *The AI agent inflection point (Tech check 2-27) 

12. How to gauge if the bottom is in for software stocks (2-27)  

13. Nvidia CEO Jensen Huang: AI has gone through a new inflection point (2-27)

14. The Price of Trump’s Tariffs: What the Data Reveals (2-26) 

15. *Nvidia CEO Jensen Huang on AI's pressure on software stocks (2-26) 

16. *Pressure Points: Nvidia 4Q'26 Earnings (2-26)

17. Anthropic clashes with Pentagon (2-26) 

18. The state of the tech trade (2-26) 

19. Roger Altman: The economic outlook is good, but the K-shaped economy remains (2-26)

20. *Apple, Alphabet could win the trillion dollar personal AI market: Doug Clinton (2-26) 

21. *JOSH BROWN shares his HALO STOCKS!   

22. Meta-AMD deal makes sense for Meta but less so for AMD, Jams Cakmak (2-25)

23. Dimon Sees Pre-2008 Crisis Parallels as Rivals Do ‘Dumb Things’ (2-25) 

24. *SentinelOne CEO on AI: Claude and other products raise bar cybersecurity products (2-25) 

25. *Rick Rieder: Market will have a pretty good year but not in a straight line (2-25) 

26. Jason Furman: SCOTUS tariff ruling ends Trump’s ability to arbitrarily adjust tariffs (2-25) 

27. Meta, AMD chip deal reignites AI circular spend debate (tech check 2-25) 

28. China chips away at U.S. AI moat (tech check 2-25) 

29. AMD CEO Lisa Su: We want to place bets on who will be AI winners going forward (2-25) 

30. How Peter Thiel Used Elon Musk's Ruthless Business Strategy (2-24) 

31. The tariff toll: How tariff uncertainty could impact businesses (2-24)  

32. Watch Host's Face as Thomas Sowell Exposes the Real Effect of Trump’s Tariffs (clip 2-2026)  

33. Bessent TORCHES federal budget head over tariff claims: 'Should be ASHAMED' (2-23) 

34. Treasury S Scott Bessent Reveals Private Credit Risks and AI Impact | AC14 (2-22) 

35. 30 Years of Business Advice in 13 Minutes (Billionaire) Chamath Palihapitiya (2-21) 

    
    

Health 

1. China Labs, DEI Mandates, and Gain of Function | Dr. Jay Bhattacharya (2-12) 

2. COVID Was Predicted—And Planned—Here’s the Proof (clip) 

3. WaPo These activities could help postpone Alzheimer’s by 5 years, study suggests

History 

1. Palestine Doesn't Exist | Dave Rubin (clip 2-2026)

2. The Best Conversation About History You’ve Ever Heard - Dominic Sandbrook (7-2025) Engl

3. America At 250: Classical Heritage, Western Civilization, The Future | Hoover (2-20)  

4. ‘Revolutions are an odd thing’: Jonathan Turley dissects America’s origins in new book (2-14) 

   
   

Religions & Ideologies  

1. Douglas Murray On The Sad State of The UK (2-22) 

2. *Why Wokeness Is Just Marxism Rebranded | James Lindsay (2-2026)  

3. *The Socialist Resurgence in Our Era of Broken Minds - Dr. Stephen Hicks (2-2026) 

4. Douglas Murray On The Sad State of The UK