Appears On
Episode Appearances
All-In with Chamath, Jason, Sacks & Friedberg · Aug 8, 2026
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
“Mentioned for hints about Starlink ground station strategy; also announced as speaker at the All-In Summit.”
Google AI talent exodus and DeepMind leadership restructuringFrontier AI model market consolidation into Anthropic/OpenAI duopolySpaceX Q2 2025 earnings and Elon Web Services compute rental business
View AnalysisThe Information's TITV · May 8, 2026
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
“Effectively runs SpaceX operations and IPO, allowing Elon Musk to focus on litigation without company disruption.”
Custom AI Chip Development and FinancingVendor Financing Agreements and TSMC Capacity AllocationMicrosoft Copilot Strategy and Feature Rollback
View AnalysisElon Musk Podcast · Apr 12, 2026
Moving AI Data Centers Into Orbit
“Posted test-fire video of Raptor 3 engine responding to ULA CEO's criticism with caption 'works pretty good for a partially assembled engine'”
Orbital AI data centers and space-based computingAI energy consumption and terrestrial power grid limitationsRaptor 3 engine technology and regenerative cooling systems
View AnalysisThe Journal. · Jan 22, 2026
The Woman Behind SpaceX
“SpaceX president since 2008; primary subject; manages Musk relationships, government affairs, and business development for 17+ years”
SpaceX IPO Strategy and ValuationAI Data Centers in SpaceStarship Development and Testing
View Analysis