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Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China 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
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Referenced in the show:
The AI Trap: Why Buying More Tech Won’t Fix Your Broken Business
#2537 - David Sinclair
Trump Retreats as Secret War Plans Leak
Neuroscience of Emotions & Tools for Improving Emotion Regulation | Dr. Ralph Adolphs
Bobbie: Laura Modi. How a Baby Formula Startup Took Market Share From Two Industry Giants
Laura Modi set out to build a better infant formula.
What followed was years of setbacks: a crippling dispute with the FDA, a frustrating search for a manufacturer, and the constant fear that the company would run out of money before it reached customers.
But today, Bobbie generates over $100 million a year and has captured nearly 4% of the U.S. infant formula market by challenging one of the most protected industries in America.
In this conversation, Laura explains how she made it through—and why many of the moments that looked like disasters ultimately built a better company, and made her a better entrepreneur.
You'll learn:
- Why Laura left a great job to launch one of the most heavily regulated products in America
- How she spent nearly $200,000 of her own savings before raising outside capital
- How 64 investor pitches helped her tell a better story
- How a public apology changed the trajectory of the company
- Why Bobbie turned away thousands of customers during its fastest period of growth
- Why Laura moved to Washington, D.C., and how she thinks about federal oversight
Timestamps:
13:17 – The emotional experience that revealed a massive business opportunity
23:09 – Laura learns about the two companies that had a lock on U.S. formula
25:52 – Quitting Airbnb, starting Bobbie while pregnant, risking her savings
38:52 – Pitching 64 investors—and the brutal feedback that fueled her to keep going
50:04 – The FDA shuts the company down after two weeks
1:01:14 – Building a community while waiting nearly two years for approval
1:09:11 – Launch day, and selling out faster than expected
1:13:59 – Why Laura shut off new customer orders during the infant formula shortage
1:17:12 – Buying her own manufacturing plant to control Bobbie's future
1:20:19 – Navigating Washington, regulation, and building a mission-driven brand
This episode was researched and produced by Alex Cheng with music by Ramtin Arablouei. It was edited by Neva Grant. Our audio engineer was Robert Rodriguez.
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Football With Booger McFarland, NFL Preseason Week 1, Lebron Is A Golf Youtuber + Mt Rushmore Of Jobs That Should Deserve Walk Out Music
NFL preseason week 1 is complete and we've got some hot takes and dumb ideas (00:00:00-00:17:20). Lebron is officially a golf youtuber and Joshua Baez had the greatest MLB debut of all time as the AL has a mid off for their final wild card spot (00:17:20-00:25:09). Monday reading on condom size (00:25:09-00:30:24). We then do some serious idiot jazz on arm sizes (00:30:24-01:01:18). Who's back of the week including Big Cat being at the center of an impostor insider and Scottie Scheffler winning (01:01:18-01:17:00). Booger McFarland joins the show to talk football, both CFB and NFL, who he likes to win the Natty, Jayden Daniels NIL saga, his surprising AFC team and more (01:17:00-02:11:08). We finish with the Mt Rushmore of professions that deserve walk out music.
You can find every episode of this show on Apple Podcasts, Spotify or Netflix. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/pardon-my-take