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6日前

SoftBank is back, and the AI hype cycle is eating itself

SoftBank and OpenAI announced a new 50-50 joint venture this week to sell enterprise AI tools in Japan under the brand "Crystal Intelligence." On paper, it's a straightforward international expansion deal. But SoftBank’s role as a major investor in OpenAI is raising questions about whether AI's biggest deals are creating real economic value or just moving money in circles. On TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha and AI editor Russell Brandom break down why this deal has people skeptical, and what it signals about the sustainability of AI's current investment model. Listen to the full episode to hear about: Andreessen Horowitz’s move to shut down its Talent x Opportunity fund, and the Equity crew’s take on the firm's explanation What former FTC chair Lina Khan’s role in NYC mayor-elect Zohran Mamdani's transition team could mean for Big Tech, ride-hailing, and AVs What Box CEO Aaron Levie had to say about whether we're in an AI bubble at TechCrunch Disrupt 2025, and why the shift from training to inference might actually be reassuring Beta Technologies' successful $1B IPO and what it signals about the thawing public market — even though massive M&A deals are still going through Subscribe to Equity on 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日前

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27分
1日前

What startups are building next, according to OpenAI’s Head of Startups

Many see OpenAI as the ChatGPT company while rivals like Anthropic and Cohere eye the enterprise space. Marc Manara, OpenAI's head of startups, says the reality looks different: AI-native companies are hitting $200 million in ARR, and product cycles have shrunk from two-week sprints to single days. Today on TechCrunch's Equity podcast, Russell Brandom sat down with Manara at TechCrunch Disrupt 2025 to explore how OpenAI is serving the startups building on its platform. Listen to the full episode to hear about: The shift from two-week sprints to one-day development cycles, and what that means for how startups should structure their engineering teams Why some startups are customizing models for specific tasks in healthcare, finance, and other verticals that seemed out of reach Where AI still hasn't fully integrated with companies, and why longer-horizon autonomous tasks remain the next frontier for both models and startups Subscribe to Equity on 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日前

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32分
10月31日

Equity Live: From $300M seed rounds to data center builds, AI is feeling bubbly

The Equity crew was live at TechCrunch Disrupt 2025! Hosts Kirsten Korosec, Max Zeff, and Anthony Ha took over the Builders Stage on Monday morning to kick off the event with the question everyone's asking: are we in an AI bubble? Between valuations that have tripled in months, $300M seed rounds, and $100B commitments flying around, the money is moving fast — maybe too fast. The Equity team breaks down what peak bubble looks like, where the actual business models are (spoiler: a lot of companies are betting on AI datacenters), and why some founders are betting against the scaling race entirely. Listen to the full episode to hear: Why this feels like peak bubble territory, and what the wildest funding rounds of the past month tell us about where AI is headed How the AI data center boom is reshaping infrastructure investing, and which unexpected players are getting in on the action Why Cohere's former AI research lead is going against the grain and betting against the scaling race What happens when a startup's viral demo becomes its entire business model (and whether that's sustainable) Subscribe to Equity on 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

10月31日

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30分
11月5日

From Air Force officer to space defense CEO: Why Even Rogers left to build weapons for orbit

Even Rogers spent a decade as an Air Force weapons officer watching China and Russia build space weapons while the U.S. had "nothing in our arsenal." So he left the military to solve the problem himself. Now, as co-founder and CEO of True Anomaly, he's building the first exclusively defense-focused space superiority company, developing autonomous spacecraft, sensors, and software designed specifically for military engagements in orbit. With $418 million raised and a growing team, Rogers is racing to field capabilities the Space Force desperately needs. Today on TechCrunch's Equity podcast, Rebecca Bellan sat down with Rogers to explore the emerging business of space defense and why the U.S. is playing catch-up. Listen to the full episode to hear about: How the space industry has shifted away from a service domain as threats in space evolve, and what other countries are already deploying. The biggest bottleneck slowing down space defense development. How True Anomaly's "Jackal" spacecraft is designed to evolve from surveillance to multi-role missions. Subscribe to Equity on 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

11月5日

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28分
10月29日

Startups should rethink how they pursue sales and traction, according to VC Tim Chen

After a small startup exit and being turned down by every VC firm he applied to, Tim Chen began angel investing and eventually stumbled into raising his own fund. Now, as the solo investor behind Essence VC, he just closed his fourth fund at $41 million "without even trying." Chen's secret weapon? Being technical enough to debate PhD founders on implementation details while understanding the market dynamics that turn scrappy startups into category leaders. Today on TechCrunch's Equity podcast, Julie Bort sat down with Tim Chen to explore the rise of solo VCs and who's rewriting the traditional venture playbook. Listen to the full episode to hear about: Why the YC playbook of "revenue at all costs" doesn't work for infrastructure startups, and what Chen tells technical founders to focus on instead The strategic pivot Chen pushed one portfolio company to make that completely changed their trajectory What being a "small exit founder" taught Chen about venture capital, and why he thinks the industry has it backwards Subscribe to Equity on 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

10月29日

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31分
10月24日

OpenAI wants to power your browser, and that could be a security nightmare

The browser wars are heating up again, this time with AI in the driver’s seat. OpenAI just launched Atlas, a ChatGPT-powered browser that lets users surf the web using natural language and even includes an “agent mode” that can complete tasks autonomously. It’s one of the biggest browser launches in recent memory, but it's debuting with an unsolved security flaw that could expose passwords, emails, and sensitive data. On TechCrunch's Equity podcast, Max Zeff, Anthony Ha and Sean O’Kane break down Atlas’s debut, the broader wave of alternative browsers, and more of the week’s startup and tech news. Listen to the full episode to hear about: Why Rivian spinoff Also just landed a massive deal with Amazon for thousands of pedal-assist cargo vehicles (and why the name is a nightmare to say in conversation) How Sesame, the conversational AI startup from Oculus founders, raised $250M for a product that doesn't really exist yet The AWS outage that broke much of the web, turned Eight Sleep mattresses into temperature nightmares, and exposed just how fragile the internet really is The alternative browsers that either embrace or push back against AI-everything, from privacy-focused options like DuckDuckGo and Brave to "mindful" browsers like Opera Air Subscribe to Equity on 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

10月24日

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31分
10月22日

Sam Altman’s eye-scanning startup wants to prove humanity in the age of AI bots

Ever wonder if you’re talking to a real person online or just another bot? As bots increasingly outnumber humans online, leading to an explosion of deepfakes and AI-driven fraud, one company has a solution straight out of sci-fi: scanning your iris to verify your identity. Today on TechCrunch's Equity podcast, Rebecca Bellan spoke with Adrian Ludwig, Chief Security Officer and Chief Architect at Tools for Humanity, the company behind World’s eye-scanning Orbs appearing around the globe. Bellan and Ludwig discuss building privacy-first identity verification, the open-source approach to biometric tech, and why proving humanity matters now more than ever. Listen to the full episode to hear: How zero-knowledge proofs verify that you're over 18 (or human) without revealing your location, browsing history, or other identifying information. Why Tools for Humanity open-sourced the entire Orb — from hardware to firmware and software. How Match Group, Event Pop, and other major platforms are partnering up to combat bot abuse. Subscribe to Equity on 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

10月22日

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27分
10月17日

From SB 243 to ChatGPT: Why it's ‘not cool to be cautious’ about AI

Silicon Valley’s rule? It’s not cool to be cautious. As OpenAI removes guardrails and VCs criticize companies like Anthropic for supporting AI safety regulations, it’s becoming clearer who the industry thinks should shape AI development. On this episode of Equity, Kirsten Korosec, Anthony Ha, and Max Zeff discuss how the line between innovation and responsibility is getting blurrier, plus what happens when pranks go from digital to physical. Listen to the full episode to hear about: The real-world DDoS attack that blocked Waymo service for a day near a dead-end San Francisco street Goldman Sachs acquiring Industry Ventures for up to $965 million, signaling Wall Street's growing interest in the secondary venture market FleetWorks' $17 million Series A to modernize trucking with AI Why advocating for AI safety has become "uncool" in Silicon Valley from Anthropic facing backlash to California's SB 243 regulation of AI companion chatbots and the success of companies like Character.AI Which startups are using an SEC workaround to file for IPOs during the shutdown 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

10月17日

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30分
10月10日

AI goes enterprise, AltStore raises $6M, and Tesla's FSD investigation

AI companies are making their much-anticipated enterprise plays, but the results are wildly inconsistent. Just this week, Deloitte announced it's rolling out Anthropic's Claude to all 500,000 employees. On the very same day, the Australian government forced Deloitte to refund a contract because their AI-generated report was riddled with fake citations. It's a perfect snapshot of where we are: companies racing to adopt AI tools before they've figured out how to use them responsibly. On this episode of Equity, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the messy reality of AI in the workplace, plus funding news and regulatory drama across tech and transportation. Listen to the full episode to hear more news from the week, including: AltStore's $6 million raise and its plan to integrate with the Fediverse, making app updates part of your social feed Base Power's massive $1 billion Series C to deploy home batteries across Texas and beyond NHTSA's investigation into Tesla FSD after 50+ traffic violations, plus the new "cheaper" models that strip out Autopilot and basic features Zendesk's claim that its new AI agents can handle 80% of customer service tickets autonomously, and what happens in the other 20% 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

10月10日

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34分
9月19日

Live demo fails, AI safety wins, and the Golden Age of Robotics

This week on Equity, Anthony Ha, Kirsten Korosec, and Max Zeff unpack the biggest moves in AI, robotics, and regulation. Listen to the full episode to hear about: Meta Connect's AR/AI vision and neural wristband control (plus the demos that didn't go as planned) Jack Altman's rapid $275M fundraise and the Altman brothers' expanding Silicon Valley influence The Waymo-Lyft partnership bringing robotaxis to Nashville and the hunt for profitable AV models California's new AI safety legislation and what it means for Big Tech Why investors may soon call this the "golden age of robotics" Equity will be back next week. Subscribe wherever you get your podcasts! 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

9月19日

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34分

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TechCrunch

トップ番組

SoftBank is back, and the AI hype cycle is eating itself

What startups are building next, according to OpenAI’s Head of Startups

Equity Live: From $300M seed rounds to data center builds, AI is feeling bubbly

From Air Force officer to space defense CEO: Why Even Rogers left to build weapons for orbit

Startups should rethink how they pursue sales and traction, according to VC Tim Chen

OpenAI wants to power your browser, and that could be a security nightmare

Sam Altman’s eye-scanning startup wants to prove humanity in the age of AI bots

From SB 243 to ChatGPT: Why it's ‘not cool to be cautious’ about AI

AI goes enterprise, AltStore raises $6M, and Tesla's FSD investigation

Live demo fails, AI safety wins, and the Golden Age of Robotics

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