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

Aug 8, 2026 · 1h 15m · YouTube

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asr · 14,108 words · docs
0:00All right, everybody, welcome back to your favorite podcast.
0:03It's the all-in podcast.
0:04It's the summer, it's August 6th.
0:06Having a hard time getting a quorum here on the podcast, but David Friedberg is here.
0:12David Friedberg is back, our Sultan of Science.
0:14How you doing, brother?
0:15Great to be with you.
0:17It's great to be with you.
0:18And everybody loves when Brad Gersner is here.
0:23He's your Bruce Wayne.
0:24If markets are your game, he brings that namaste to your payday.
0:29Buy his glasses at discount, and he'll get you one of those fancy Trump accounts.
0:33All right.
0:34Welcome back to the program, Brad.
0:35I love it.
0:36I love it.
0:36You bring the rhymes back.
0:38I bring a little intro back.
0:40Chamoth is on the road right now.
0:42Tramaph is on the road, but we will get a field report from Chamap.
0:46And I call Daniel somehow.
0:49Sax is going to be here, but you know how he is.
0:51He's always late because, you know, he can get a phone call from very important people, but he will break in at some point.
0:57Oh, wait, I see in the text here.
0:59Oh, there he is.
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