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

Here’s that rundown, but with a George Carlin twist: (0:00) Bestie intros! Brad Gerstner’s stepping in for Chamath, because apparently the tech world needs a substitute teacher who swears less and riffs more. (2:16) Major shakeups at Google: is it AI brain drain, or a strategic jailbreak to something actually useful? Either way, same cocktail—big brains, bigger egos, and a roadmap that looks like it was drawn on a whiteboard by a caffeinated raccoon. (20:39) SpaceX’s big quarter: Terafab, AI capex, a $1 trillion revenue projection? Sure, why not. If they can get the rockets to land, maybe they can land that fantasy in a calendar year too. (45:44) All-In Summit Speaker Announcements! Because nothing says “we’re diversifying your portfolio” like a lineup of people who swear they can predict the future with a coffee-stained PowerPoint. (48:01) Airtable sells for a 90% discount: SaaSpocalypse? It’s the corporate Version 2.0 of “we’ll trade you a shared spreadsheet for a fibbed valuation and a punchline.” (1:05:56) Chinese AI labs buying US training data to catch up. Welcome to the modern game of global technocrats collecting data like kids in a candy store, except the candy is your private thoughts and your neighbor’s cat memes. Apply for Summit 2026: https://ift.tt/2O04gBY Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://ift.tt/8MGctep https://x.com/friedberg Follow on X: https://ift.tt/D6oBbW2 Follow on Instagram: https://ift.tt/CkQDSuI Follow on TikTok: https://ift.tt/4gmt0Vl Follow on LinkedIn: https://ift.tt/qPABf7k Intro Music Credit: https://rb.gy/tppkzl https://ift.tt/ySFzNOX Intro Video Credit: https://ift.tt/mgXRQP2 Referenced in the show: https://ift.tt/wiOUDWv https://ift.tt/DqMpJmR #allin #tech #news