谷歌AI人才流失,SpaceX季度大丰收,Airtable暴跌90%,美国数据助力中国AI

谷歌AI人才流失,SpaceX季度大丰收,Airtable暴跌90%,美国数据助力中国AI

(0:00) 闺蜜开场!Brad Gerstner 代替 Chamath 出场 (2:16) 谷歌重大变动:AI人才流失还是更优策略? (20:39) SpaceX 大季度:Terafab、AI资本支出、1万亿美元收入预测? (45:44) All-In 峰会演讲嘉宾公布! (48:01) Airtable 以90%折扣出售:SaaS末日? (1:05:56) 中国AI实验室购买美国训练数据以追赶 申请2026年峰会: https://allin.com/events 关注 Brad: https://x.com/altcap 关注闺蜜们: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 关注 X: https://x.com/theallinpod 关注 Instagram: https://www.instagram.com/theallinpod 关注 TikTok: https://www.tiktok.com/@theallinpod 关注 LinkedIn: https://www.linkedin.com/company/allinpod 开场音乐来源: https://rb.gy/tppkzl https://x.com/yung_spielburg 开场视频来源: https://x.com/TheZachEffect 节目中提及: https://x.com/the_ai_investor/status/2084687703707361429 https://x.com/Tesla/status/2085365278276284803