Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

All-In with Chamath, Jason, Sacks & Friedberg

(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:

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

More description

(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:

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

2026-08-08 75 min
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