Citrini's Scenario Is A Great But Deeply Flawed Thought Experiment

Don't Worry About the Vase Podcast · Feb 24, 2026 · 43m

The Don’t Worry About the Vase Podcast is a listener-supported podcast. To receive new posts and support the cost of creation, consider becoming a free or paid subscriber.* 00:00 - Introduction* 03:26 - The Headline Destination* 05:41 - And That’s Terrible* 09:08 - SaaSpocalype Now* 09:58 - Levels of Friction Go To Zero …And That’s Terrible* 12:03 - DoorDash and Uber* 13:53 - Breaking Into The Marketplace* 14:43 - Who Captures The Surplus?* 15:30 - For Everything Else* 21:59 - Real Estate Realism* 24:29 - Everything Is Awesome And No One Is Happy* 24:59 - Bearish For Non-AI Stocks Is…