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

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

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* 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…