logo
episode-header-image
Yesterday
1h 15m

Google's AI Brain Drain, SpaceX's Huge Q...

All-In Podcast, LLC
About this episode

(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

Up next
Aug 5
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy (25:55 ... Show More
48m 19s
Jul 31
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: ... Show More
1h 36m
Jul 28
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate (15:01) NEO's Bernt B ... Show More
1h 8m
Recommended Episodes
Jan 2022
41: Why Crypto + Stock Market Is Down, Arkk vs Berkshire Hathaway, McDonald’s Earned Media, Nelk Boys + Twitter NFT PFPs
tail spinning
1h 28m
Nov 2021
30: Next Trillion Dollar Company, Stripe vs Square vs Coinbase, NFT NYC, Rise of Formula 1 + Highest Paid Athletes
tail spinning
1h 9m
Dec 2023
Of Mega Trends and VC Men | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.  Key Insights from the Pod: Intro (Listen to the las ... Show More
54m 19s
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More
52m 16s