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4月8日

Snowflake’s transition from storing data to shipping with it

Snowflake is betting that the future of AI isn’t just analyzing data, it’s acting on it. That means a shift away from chatbots and toward autonomous agents that can actually get work done. And Snowflake is reorganizing fast to keep up, from shipping hundreds of AI features to restructuring teams along the way.On this episode of TechCrunch’s Equity podcast, Rebecca Bellan sits down with Snowflake CEO Sridhar Ramaswamy to unpack the company’s transformation and what it signals about where AI is headed next. Listen to the full episode to hear: Why Ramaswamy believes the chatbot era is ending and the agentic era is beginning. How Snowflake is evolving from a data warehouse into an AI and applications platform. What “shipping with your data” actually looks like in practice. Why the company is making big internal changes to support its AI push. Subscribe to Equity on ⁠YouTube⁠,⁠ Apple Podcasts⁠,⁠ Overcast⁠,⁠ Spotify⁠ and all the casts. You also can follow Equity on⁠ X⁠ and⁠ Threads⁠, at @EquityPod. Chapters: 00:00 Intro 00:17 Snowflake’s AI shift and agentic future 01:45 Why 2026 marks the end of chatbots 04:09 Cortex Code, Snowflake Intelligence, and new products 06:09 Who benefits: non-technical users & enterprises 07:35 Adoption challenges and why AI pilots fail 12:11 How AI is reshaping jobs and skills 14:39 Layoffs, automation, and the future of documentation 18:37 Snowflake’s evolution into an AI platform 21:04 Competition: Databricks, hyperscalers, and AI giants 25:01 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

4月8日

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27 分鐘
6日前

Luma AI's Amit Jain on why most world model companies are getting it completely wrong

LLMs may have kicked off this AI boom, but the ceiling is closer than the hype suggests. As models run out of text data to train on, the companies and investors paying attention are already moving on. The next wave isn't better chatbots; it's machines that can understand the physical world. Luma AI, the Bay Area lab that raised over $1.4 billion from a16z, Nvidia, and Amazon, is betting on exactly that. On episode of TechCrunch's Equity podcast, we’re bringing you a conversation Rebecca Bellan sat down with Amit Jain, co-founder and CEO of Luma AI, at Web Summit Qatar. Together, the pair dug into where the next trillion-dollar AI opportunity actually gets built, and whether the companies chasing it even know what they're building yet. Listen to the full episode to hear about: Why video, audio, and images are the real frontier for AI training data, not text What an "intelligent world model" actually is, and why Jain thinks most companies building them are getting it completely wrong The case for why AI won't kill creative jobs, and why Jain thinks studio heads are the real problem How the path from video generation to robotics to AGI is simpler than anyone's making it sound Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Chapters: 00:00 Intro 01:13 Why LLMs are hitting a ceiling 02:43 The data problem & what comes after LLMs 04:30 What actually makes a world model a world model 06:05 Why 3D data is a dead end 07:39 What Luma is building next 09:08 How much humans stay in the loop 10:00 Near-term use cases for agentic video 11:22 Will AI kill jobs in film & production? 13:30 Why the entertainment industry is already dying 15:27 Why we actually need more content, not less 17:46 Luma's roadmap: generation, understanding, and robotics 19:54 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

6日前

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22 分鐘
3月27日

VCs are betting billions on AI's next wave, so why is OpenAI killing Sora?

When an 82-year-old Kentucky woman was offered $26 million from an AI company that wanted to build a data center on her land, she said no. Sure, that same company can try to rezone 2,000 acres nearby anyway, but as AI infrastructure stretches further into the real world, the real world is starting to push back. That tension is everywhere this week, from OpenAI shutting down its Sora app to courts finally starting to hold social platforms accountable. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what it looks like when the AI hype cycle meets reality. Listen to the full episode to hear about: Why rival prediction market CEOs of Kalshi and Polymarket are co-investing in a $35M VC fund How drone startups like Zipline, Lucid Bots, and Brinc are finding real traction where other robotics plays have stalled What Kleiner Perkins' $3.5B raise says about where the biggest VC firms think the next AI wave is going Why two separate court verdicts against Meta in the same week could be the “tobacco moment” for social media Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Chapters: 00:00 Intro 00:30 Would you turn down $26M for your farm? 03:56 Rivals Kalshi & Polymarket CEOs are investing together 10:28 Deals for drones: Zipline, Brinc & Lucid Bots 18:17 Kleiner Perkins goes all-in on AI with $3.5B raise 22:52 OpenAI shuts down Sora 28:04 Meta gets hit with dual verdicts 34:56 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

3月27日

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37 分鐘
3月20日

Nvidia has an OpenClaw strategy. Do you?

Jensen Huang took the stage at Nvidia's GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane break down what Nvidia's growing web of AI infrastructure partnerships actually means for startups, and more of the week's headlines. Listen to the full episode to hear about: Travis Kalanick’s return building a "wheelbase for robots" with his new startup Atoms, and the crew has questions about Kalanick’s acquisitions along the way Rivian’s partnership with Uber to build robotaxi versions of its R2 in a deal worth up to $1.25 billion, while pushing back its EBITDA target to do it Frore landing a $1.64 billion valuation for its AI chip cooling systems xAI rebooting, again, with only two of its original eleven co-founders still standing Garry Tan's Claude Code setup went viral at SXSW (Spoiler: the crew is not impressed). Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Chapters: 00:00 Intro 00:20 Garry Tan's Claude Code setup goes viral at SXSW 03:37 Travis Kalanick is back with a new startup 12:51 Uber and Rivian's $1.25B RoboTaxi deal 20:54 Chip cooling startup Frore becomes a unicorn 22:56 Nvidia GTC recap: $1 trillion in sales projections 31:42 Elon Musk is rebooting xAI...again 36:37 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

3月20日

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38 分鐘
02/07/2025

From fintech to space tech: Robinhood co-founder Baiju Bhatt is betting on space solar

As the interest in both space and solar grows, one startup aims to merge the two industries. By tapping into the momentum of the commercial space industry and the increasing demand for renewable energy, Robinhood co-founder Baiju Bhatt is on a mission to make space-based solar power a reality with his latest startup: Aetherflux. Today on Equity, Rebecca Bellan caught up with Bhatt to talk about his transition from fintech to deep tech and why he believes now is the right time to scatter solar power-collecting satellites across the skies. Listen to the full episode to hear more about: How Aetherflux approached funding as a bootstrapped startup (for now), and what investor interest in space-based solar looks like. The challenge of scaling tech that’s literally out of this world. And Bellan and Bhatt’s idea for a Burning Man light show. Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We’d also like to thank TechCrunch’s audience development team. Thank you so much for listening, and we'll talk to you next time. Learn more about your ad choices. Visit megaphone.fm/adchoices

02/07/2025

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25 分鐘
1月16日

OpenAI and Anthropic are making their play for healthcare, and we're not surprised

AI companies are clustering around healthcare and fast. In just the past week, OpenAI bought health startup Torch, Anthropic launched Claude for Health, and Sam Altman-backed MergeLabs closed a $250 million seed round at an $850 million valuation. The money and products are pouring into health and voice AI, but so are concerns about hallucination risks, inaccurate medical information, and massive security vulnerabilities in systems handling sensitive patient data. Today on TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into why the AI world is suddenly obsessed with health care, what other products can expect an AI-makeover, and more. Listen to the full episode to hear: How Anthropic's co-work tool could threaten Salesforce and other enterprise software giants Bandcamp’s move against AI, banning AI-generated music from its platform Why fusion energy is heating up, with startups like Type One Energy suddenly raising hundreds of millions The latest on Luminar's bankruptcy and a potential bidding war overits LIDAR assets Chapters: 00:00 - Introduction 00:29 - Waymo testing in New York City? 02:13 - Bandcamp bans AI-generated music 04:57 - Luminar's bankruptcy and LIDAR fire sale 10:28 - Type One Energy's fusion funding frenzy 16:10 - AI's healthcare land grab 23:28 - Voice AI deals heat up 25:26 - Anthropic's co-work tool threatens enterprise software Subscribe to Equity on ⁠YouTube⁠,⁠ Apple Podcasts⁠,⁠ Overcast⁠,⁠ Spotify⁠ and all the casts. You also can follow Equity on⁠ X⁠ and⁠ Threads⁠, at @EquityPod. Learn more about your ad choices. Visit megaphone.fm/adchoices

1月16日

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33 分鐘
3月25日

ReelShort made $1.2 billion on werewolf romances. Watch Club wants to do it better.

Over the past few years, a new category of mobile apps has quietly exploded into a multi-billion dollar business. They're called “micro dramas” — short-form, mobile-first scripted shows designed to be watched vertically on your phone. Think soap opera meets TikTok, complete with secret billionaire romances, disapproving werewolf mothers-in-law, and cliffhangers engineered to keep users tapping. The leading app, ReelShort, made $1.2 billion in consumer spending last year alone. On this episode of TechCrunch's Equity podcast, Rebecca Bellan and TechCrunch senior reporter Amanda Silberling sit down with Henry Soong, founder of Watch Club, who thinks the micro drama industry is still "in its MySpace era." He has a vision for what the Facebook moment could look like. Listen to the full episode to hear: Why micro dramas took off in China while Quibi burned through $2 billion and failed in the U.S., and what that gap reveals about content, product, and business model. How Watch Club is targeting a completely different audience than ReelShort and Drama Box. The tension between building an intentional social experience and optimizing for engagement the way TikTok does. Whether AI is coming for the werewolf billionaire romance script. Amanda has thoughts. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Chapters: 00:00 Intro 01:11 Why micro dramas, and why now? 04:25 What makes Watch Club different 07:29 The monetization model problem 18:52 Optimizing for intentionality, not engagement 24:23 Why Quibby failed (content, product & business model) 28:22 Defensibility: tech company or studio? 31:36 AI, the WGA, and the future of storytelling 33:44 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

3月25日

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37 分鐘
3月13日

Wiz's first investor breaks down Google's $32B acquisition

According to Index Ventures Partner Shardul Shah, cybersecurity startup Wiz sits “at the center of three tailwinds: AI, cloud, and security spend.” Those tailwinds powered what just became the largest venture-backed acquisition in history — Google's $32 billion deal, finalized after a declined 2024 offer, antitrust review on both sides of the Atlantic, and an extra $9 billion to sweeten the pot. On this episode of TechCrunch's Equity podcast, Anthony Ha, Rebecca Bellan, and Sean O'Kane sit down with Shah to dig into what made Wiz worth that price tag, and also cover more of the week's headlines. Listen to the full episode to hear about: Why a DOGE employee allegedly walked out of the Social Security Administration with a thumb drive full of personal data, and the questions it raises about access to sensitive systems Taya and Sandbar, the latest startups betting voice is the next big AI interface — but do normal consumers agree? Palmer Luckey raising for a retro gaming startup at a $1 billion valuation Meta’s acquisition of Moltbook, the viral AI agent social network The latest in the Anthropic vs. DoD saga, including tech workers at OpenAI, Google, and Microsoft signing their names on a legal brief in support of Anthropic Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Chapters: 00:00 Intro 00:16 Did a DOGE employee steal your SSN? 02:53 AI note-taking wearables are back: Taya & Sandbar 09:18 Palmer Lucky's retro gaming startup ModRetro 13:39 Meta acquires AI agent social network Moltbot 18:54 Inside Google's $32B Wiz acquisition with Shardul Shah 28:41 Anthropic's lawsuit against the DoD 38:40 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

3月13日

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41 分鐘
4月3日

Space: the final frontier of AI infrastructure

Tech companies are racing to build data centers in space, pitching orbital compute as the next frontier for AI infrastructure, even as the technical and economic realities remain far from clear. Add in OpenAI’s massive $122 billion round and Bluesky’s latest AI backlash, and the message is clear: The future of AI is being shaped as much by ambition and hype as it is by real-world constraints. On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane unpack these massive capital bets, user backlash, and off-world compute plans along with Whoop’s major valuation and the literal downfall of robot Olaf. Listen to the full episode to hear about: OpenAI’s $122 billion fundraise and what its near-trillion-dollar valuation says about expectations for AI. Whoop’s $575 million raise and the shift toward “wearables 2.0” (and what happens to all that data). Bluesky’s AI-powered feed builder and why it triggered a major user backlash. The rise of data centers in space and whether they are financially or physically feasible. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify, and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Chapters: 00:00 Intro 00:20 A humanoid Olaf robot collapses at Disneyland Paris 03:30 OpenAI raises $122B at an $852B valuation 11:30 Whoop lands $575M and bets big on wearable data 18:50 The risks (and value) of personal health data 23:00 Bluesky’s AI feed builder sparks backlash 30:00 Can Bluesky keep growing — and compete with X? 36:30 The race to build data centers in space 44:30 SpaceX, Starlink, and the business of orbital compute 49:30 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

4月3日

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34 分鐘
2月27日

Who's really running AI? Inside the billion-dollar battle over regulation, with Alex Bores

The Pentagon is playing chicken with Anthropic over who gets to control how the military uses AI while communities across the country are blocking data center construction. As the AI debate has been flattened to “doomers versus boomers,” one state legislator is attempting to walk a middle road. On this episode of TechCrunch's Equity podcast, Rebecca Bellan sits down with Alex Bores, New York Assembly member and congressional candidate. Bores sponsored New York's first-of-its-kind AI safety law the RAISE Act — and quickly became the target of a Silicon Valley super PAC with $125 million to spend on attack ads. Listen to the full episode to hear about: The dueling super PACs now fighting over AI's future, and why Anthropic's $20 million bet on the pro-regulation side matters. What the RAISE Act actually requires, why it's being called the blueprint for AI regulation nationwide. Whether AI regulation ends up looking like finance and biotech or goes the way of social media — largely unregulated until the damage is done. What's coming next from Bores’ office: bills on training data disclosure, content provenance, and a 43-point national AI framework. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Learn more about your ad choices. Visit megaphone.fm/adchoices

2月27日

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23 分鐘

TechCrunch podcasts cover the business of technology, startups, venture capital funding, crypto, and the humans behind it all.

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Snowflake’s transition from storing data to shipping with it

Luma AI's Amit Jain on why most world model companies are getting it completely wrong

VCs are betting billions on AI's next wave, so why is OpenAI killing Sora?

Nvidia has an OpenClaw strategy. Do you?

From fintech to space tech: Robinhood co-founder Baiju Bhatt is betting on space solar

OpenAI and Anthropic are making their play for healthcare, and we're not surprised

ReelShort made $1.2 billion on werewolf romances. Watch Club wants to do it better.

Wiz's first investor breaks down Google's $32B acquisition

Space: the final frontier of AI infrastructure

Who's really running AI? Inside the billion-dollar battle over regulation, with Alex Bores

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