Altimeter Capital @AltimeterCap · 08 Aug 2026
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 https://t.co/DLu5LHByOK
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