All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg

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

August 8, 2026 · 1 h 15 min

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Show notes

() Bestie intros! Brad Gerstner fills in for Chamath

() Major shakeups at Google: AI brain drain or better strategy?

() SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?

() All-In Summit Speaker Announcements!

() Airtable sells for a 90% discount: SaaSpocalypse?

() Chinese AI labs are buying US training data to catch up

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://x.com/the_ai_investor/status/2084687703707361429

https://x.com/Tesla/status/2085365278276284803

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