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Episode
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Views
495K
1.4× the show’s average
Episode495K
Show avg361K
Published
1mo ago
Aug 8, 2026
Length
1h 15m
show avg 1h 19m
From the show
Chapters
Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/the_ai_investor/status/2084687703707361429 https://x.com/Tesla/status/2085365278276284803 #allin #tech #news
- 0:00Bestie intros! Brad Gerstner fills in for Chamath
- 2:16Major shakeups at Google: AI brain drain or better strategy?
- 20:39SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?
- 45:44All-In Summit Speaker Announcements!
- 48:01Airtable sells for a 90% discount: SaaSpocalypse?
- 1:05:56Chinese AI labs are buying US training data to catch up
Mentioned
Names dropped
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