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

<p>(0:00) Bestie intros! Brad Gerstner fills in for Chamath</p> <p>(2:16) Major shakeups at Google: AI brain drain or better strategy?</p> <p>(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?</p> <p>(45:44) All-In Summit Speaker Announcements!</p> <p>(48:01) Airtable sells for a 90% discount: SaaSpocalypse?</p> <p>(1:05:56) Chinese AI labs are buying US training data to catch up</p> <p>Apply for Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow Brad:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://x.com/the_ai_investor/status/2084687703707361429">https://x.com/the_ai_investor/status/2084687703707361429</a></p> <p><a href= "https://x.com/Tesla/status/2085365278276284803">https://x.com/Tesla/status/2085365278276284803</a></p>