Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
2026-08-08 · 75 min · 20 entities
Asserted relationships
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://x.com/yung_spielburg
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://linkedin.com/company/allinpod
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://x.com/the_ai_investor/status/2084687703707361429
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Feed author/publisher: All-In Podcast, LLC
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://rb.gy/tppkzl
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://tiktok.com/@theallinpod
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://allin.com/events
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://rb.gy/tppkzl
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://tiktok.com/@theallinpod
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://allin.com/events
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://rb.gy/tppkzl
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://x.com/yung_spielburg
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://x.com/yung_spielburg
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Link in episode "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI": https://x.com/the_ai_investor/status/2084687703707361429
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Episode description as stored
(0:00) Bestie intros! Brad Gerstner fills in for Chamath
(2:16) Major shakeups at Google: AI brain drain or better strategy?
(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?
(45:44) All-In Summit Speaker Announcements!
(48:01) Airtable sells for a 90% discount: SaaSpocalypse?
(1:05:56) Chinese AI labs are buying US training data to catch up
Apply for Summit 2026:
https://allin.com/events
Follow Brad:
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Follow the besties:
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https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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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