All-In Podcast

Podspun
Search here to find specific moments when an exact word or phrase was mentioned. Ex: monkey, secret, like a kid.
Search here to reveal AI insights about this channel. Ex: Which guest dropped the biggest truth bomb? What’s the running joke that never dies?
Search:

RETURN TO CHANNEL

Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World

February 07, 202600:39
00:00:00
SpaceX is merging with X.AI. You're
00:00:03
merging the two biggest TAMs in the
00:00:05
world, right? All of artificial
00:00:06
intelligence and all of space together
00:00:09
with the world's greatest entrepreneur.
00:00:11
He said, "I'm going to have data centers
00:00:12
in space in 30 months, right? And if
00:00:15
you're going to have a massive cost
00:00:16
advantage with data centers in space,
00:00:18
and remember, power is the proxy. Power
00:00:20
is the primitive to AI. If you can
00:00:23
deliver that, then Elon's your guy. And
00:00:26
the combination of those make perfect
00:00:27
sense. But Elon is like kind of an N of
00:00:30
one's ability to dream this. I think
00:00:32
that there will be dramatic retail
00:00:35
demand and institutional demand who want
00:00:37
to bet on that future.

Podspun Insights

In this episode, the conversation takes a thrilling dive into the groundbreaking merger of SpaceX and X.AI, exploring the implications of combining artificial intelligence with space technology. The discussion highlights the visionary ambitions of Elon Musk, who promises to revolutionize data centers by placing them in space within a mere 30 months. This bold claim sets the stage for a captivating exploration of how power dynamics in AI could shift dramatically with such innovations. Listeners are treated to a blend of excitement and speculation about the potential retail and institutional demand for this futuristic vision, making it clear that this merger could redefine industries and inspire a new wave of technological advancements.

Badges

This episode stands out for the following:

  • 95
    Best concept / idea
  • 95
    Most influential
  • 90
    Most inspiring
  • 90
    Most creative

Episode Highlights

  • SpaceX and X.AI Merger
    SpaceX is merging with X.AI, combining artificial intelligence and space exploration.
    “You're merging the two biggest TAMs in the world.”
    @ 00m 03s
    February 07, 2026
  • Elon's Vision for Space Data Centers
    Elon Musk plans to establish data centers in space within 30 months.
    “I'm going to have data centers in space in 30 months, right?”
    @ 00m 11s
    February 07, 2026

Episode Quotes

Key Moments

  • Elon's Ambition00:11
  • Power and AI00:18
  • Dreaming Big00:27