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POD UP!🚨 Fifth Bestie @altcap Joins the Show! Brad fills in for @chamath and the Besties discuss: -- Google's AI Shakeup: Brain Drain or Strategy? $GOOG -- SpaceX's Massive Quarter: Terafab, Capex, EWS, $1T Projection $SPCX -- Airtable Sells for a 90% Discount, Signs of SaaSpocalypse? $BSP -- US Data is Fueling Chinese AI (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

theallinpod ↗