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6月19日

The US banned Anthropic's Fable 5 release, but the numbers don't seem to care

Just as last week was ending, the US government forced Anthropic to pull its two newest models, Fable 5 and Mythos 5, citing national security concerns after Amazon researchers allegedly found a way to bypass Fable 5's guardrails. Cybersecurity researchers have since signed an open letter calling the move dangerous, and Anthropic itself noted the same jailbreaks exist in other models. So is this a genuine security concern, or just the latest chapter in a messy relationship between Anthropic and the Trump administration? On this episode of TechCrunch's Equity podcast, hosts Anthony Ha, Sean O'Kane, and Rebecca Bellan unpack what the ban means for developers building on Anthropic's platform and for anyone watching the IPO, why it might accidentally be good for the company, and more of the week’s headlines. Listen to the full episode to hear more about: Why the UK's social media ban for users under 16 might be the lesser of two evils What the SpaceX-Cursor acquisition tells us about xAI's strategy (and its gaps) Jeff Bezos's $12B bet on physical AI with Prometheus, the startup trying to build an "artificial engineer" 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

6月19日

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33 分鐘
4日前

OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia yet

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal isn't a clean break so much as a hedge. Custom silicon means more control, hardware tuned to specific needs, and the kind of performance gains Apple unlocked when it ditched Intel. On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what the custom chip trend means for the industry and a few deals of the week worth watching. Listen to the full episode to hear more about: How Groq’s $650M raise after Nvidia swept away its top talent might be the comeback story of the year AI agents getting loopy and why Claude Code creator Boris Cherny thinks these loops are “just as important and as big a step” as the leap from source code to agents Whether the public markets are warming up to humanoid robots as Agility Robotics plans to go public via SPAC A24 taking investment from Google DeepMind to develop a new AI toolkit for filmmakers 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

4日前

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36 分鐘
6日前

What if the AI giants are building the roads, not the destinations? Chi-Hua Chien thinks he knows who wins

In this episode, TechCrunch Editor in Chief Connie Loizos talks with Goodwater Capital co-founder Chi-Hua Chien, whose career spans some of Silicon Valley’s biggest technology shifts, from helping source Accel’s investment in Facebook as a young associate to backing a new generation of consumer and AI startups. While much of the venture world is focused on models, chips, and infrastructure, Chi-Hua argues that history suggests the biggest long-term winners of the AI era may be the application companies built on top of them. They talk about why AI startups are reaching unprecedented revenue levels with remarkably small teams, what’s driving today’s soaring valuations, and why he believes many infrastructure businesses will eventually face the same commoditization pressures seen in previous technology cycles. He also shares what he’s seeing inside consumer AI, from hyper-personalized entertainment and women’s health platforms to new products built around voice, agents, and individualized experiences. And they discuss the increasingly public tensions between founders and VCs, why some of the most interesting fintech innovation is happening outside the U.S., and why Chi-Hua believes one of the biggest opportunities in consumer technology may be helping people reconnect in the real world. Learn more about your ad choices. Visit megaphone.fm/adchoices

6日前

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43 分鐘
6月17日

NEA's Tiffany Luck on AI IPOs, personal agents, and the ROI reckoning

Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due. Uber reportedly blew through its annual AI budget in a few months, some companies cut Claude licenses for parts of their org, and Meta killed its internal leaderboard. This tension between hype and ROI is exactly where NEA partner Tiffany Luck lives these days. She got her start convincing companies that e-commerce was the future, and now she's all in on AI, especially when it comes to the possibilities for "magic moments" in the consumer business. On this episode of TechCrunch's Equity podcast, Luck joins Rebecca Bellan to talk about the future of personal agents, her thoughts on this year's AI IPOs, and how startups are stepping in to help enterprises track return on AI spend. Listen to the full episode to hear: What the tokenmaxxing-to-ROI shift means for how companies measure AI spend. Why forward deployed engineers are becoming a "Trojan horse" for AI adoption. How enterprises are mixing and matching models instead of committing to one provider. Why Tiffany thinks value is being created at every layer of the AI stack, not just at the model layer. 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 00:51 Tiffany Luck's path from Lot18 to Amazon to VC 3:45 Magic moments: Waymo, healthcare, and the gap in personal agents 7:36 Privacy, security, and trusting AI with your life 10:39 IPO outlook: Anthropic vs. OpenAI on public markets 13:58 Compute, infrastructure, and where the value sits 15:41 What’s the ROI on tokenmaxxing? 27:07 Forward deployed engineers as a ‘Trojan horse’ 32:49 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

6月17日

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35 分鐘
6月12日

The SpaceX IPO has finally arrived

The biggest IPO in history dropped this morning on the Nasdaq — a debut so big, our team thought it deserved its own bonus Equity podcast episode. On this special bonus episode, Senior Reporter Sean O'Kane called up our AI Editor Russell Brandom to help him break down the $2 trillion valuation, Elon Musk becoming the world's first trillionaire, and what it all means for Anthropic and OpenAI still waiting in the wings. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You can also follow Equity on X and Threads, at @EquityPod. Learn more about your ad choices. Visit megaphone.fm/adchoices

6月12日

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20 分鐘
6月18日 · 附贈內容

Best of Build Mode: Think like a VC

This week on Build Mode, we’re diving back into the archives for a special best-of episode all about venture capital. Host Isabelle Johannesen and producer Maggie Nye revisit conversations from past seasons to give founders a glimpse behind the VC curtain and a better understanding of what investors are really looking for. From choosing the right investors to building a differentiated go-to-market strategy, these venture capitalists and founder-turned-investors share hard-earned lessons on fundraising, portfolio dynamics, investor-founder relationships, and what separates the companies that successfully raise their next round from those that don't. In this episode, you'll hear from: ⁠Yuri Sagalov, managing director at General Catalyst⁠ ⁠Ross Fubini, managing partner at XYZ Venture Capital⁠ and Leslie Feinzaig, founder and general partner at Graham & Walker⁠ ⁠Paul Irving, partner at GTMfund⁠ ⁠Leah Solivan, founder of TaskRabbit and founder of Precedent VC⁠ Chapters: 00:00 Intro 01:19 Yuri Sagalov (General Catalyst): The three types of investors and who founders should avoid 03:29 Ross Fubini (XYZ VC) & Leslie Feinzaig (Graham & Walker): What great investors actually bring to the table 08:36 Paul Irving (GTMfund): The go-to-market signals investors look for 12:30 Leah Solivan (TaskRabbit / Precedent VC): Understanding the competition inside your investors' portfolios 14:30 Outro Subscribe to Build Mode on⁠ ⁠Apple Podcasts⁠⁠,⁠ ⁠Spotify⁠⁠, or⁠ ⁠wherever you like to listen⁠⁠. And watch the full videos on⁠ ⁠YouTube⁠⁠. New episodes of⁠ ⁠Build Mode⁠⁠ drop every Thursday. Hosted by Isabelle Johannessen. Produced and edited by Maggie Nye. Audience development led by Morgan Little. Special thanks to the Foundry and Cheddar video teams.

6月18日 · 附贈內容

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17 分鐘
6月12日

It’s hot IPO summer, and the MANGOS are ripe

The IPO market is back, and it's not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it's a stress test for investors, for valuations, and for what we can even expect from a public tech company in 2026. On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane break down what this IPO moment actually means beyond the headline numbers, and who stands to benefit. Listen to the full episode to hear: Why Apple's biggest WWDC announcement might matter less than how they showed it, and what a $250M settlement had to do with the change How Waymo just turned Apple's abandoned self-driving dream into its next big proving ground What a $920 million-per-month compute deal between Google and SpaceX says about who's leading the AI infrastructure race How Sam Bankman-Fried's pardon request and a new Zuckerberg biopic somehow ended with the Equity team getting cast by ChatGPT 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

6月12日

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34 分鐘
4月24日

Apple's new CEO, and why Elon Musk wants to buy Cursor for $60B

A new era is on the way for Apple as Tim Cook plans to step down from his CEO role in September, handing the reins to hardware chief John Ternus. Ternus may be inheriting one of the most durable businesses in tech, but he’s also stepping into a very different ecosystem than the one Cook spent decades shaping. The App Store’s 30% cut is under pressure, the behind-the-scenes power Apple once held over developers is being challenged, and AI-native apps are changing what it means to build on Apple’s platform. On this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what this transition means for startups and a closer look at some of the week’s biggest deals — including SpaceX's $60B option on Cursor. Listen to the full episode to hear about: Why Anthropic’s Mythos model is raising questions about both safety and marketing The $5 billion Amazon-Anthropic deal that looks a lot like every other circular AI infrastructure play What the SpaceX-Cursor agreement (and that $10 billion breakup fee) says about Elon Musk's AI strategy post-xAI merger Why fintech Revolut and AI chip startup Cerebras' public market plans have us wondering whether this is actually the year the IPO market reopens 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 00:26 Anthropic's Mythos accessed by “unauthorized groups” 04:28 Is Amazon's $5B Anthropic investment just another circular deal? 09:53 SpaceX and Cursor’s $60B option 18:25 Is this finally the year of the IPO? 21:38 SpaceX, Revolut, and Cerebras: the IPOs to watch 26:41 Tim Cook's retirement plans 29:15 What a new Apple CEO means for startups and the App Store 35:59 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

4月24日

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38 分鐘
5月29日

Does your CEO have AI psychosis? Aaron Levie thinks most of them do.

The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of "AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, tech layoffs in 2026 are already nearly matching all of 2025, and DuckDuckGo installs are climbing from users who want Google to stop forcing AI into search and just give them links. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what happens when the AI-pilled and the AI-skeptical are both right at the same time, plus three deals worth knowing about and Waymo's new robotaxi hitting the road. Listen to the full episode to hear: Kirsten's first look at Waymo's new Ojai robotaxi in Phoenix, and the crew's thoughts on the company's path to profitability Cloud data storage giant Snowflake’s $6 billion five-year agreement with AWS Why Stord, the "anti-Amazon" fulfillment startup, just raised $250 million at a $3 billion valuation What OpenRouter's $113 million raise says about the picks-and-shovels layer, and how long that interest lasts How the AI agent wave is actually reshaping hiring, not just headcount 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 01:18 Waymo's new Ojai robotaxi 06:41 Stord raises $250M to take on Amazon fulfillment 12:46 Snowflake signs $6B deal with AWS 15:39 OpenRouter raises $113M Series B 20:07 The AI divide & anti-AI backlash 27:31 AI psychosis & how AI is reshaping headcount and hiring 37:04 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

5月29日

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38 分鐘
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

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

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The US banned Anthropic's Fable 5 release, but the numbers don't seem to care

OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia yet

What if the AI giants are building the roads, not the destinations? Chi-Hua Chien thinks he knows who wins

NEA's Tiffany Luck on AI IPOs, personal agents, and the ROI reckoning

The SpaceX IPO has finally arrived

Best of Build Mode: Think like a VC

It’s hot IPO summer, and the MANGOS are ripe

Apple's new CEO, and why Elon Musk wants to buy Cursor for $60B

Does your CEO have AI psychosis? Aaron Levie thinks most of them do.

Snowflake’s transition from storing data to shipping with it

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