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テクノロジー

アップデート：毎週

2日前

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

2日前

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38分
5日前

Your SEO strategy is optimized for a search engine that no longer exists.

Google I/O made it official: AI-generated answers are now front and center in search, and most brands have almost no visibility into how AI is describing them to their customers. For anyone who has spent years building a strategy around 10 blue links, the rules just changed in a pretty significant way. On this episode of TechCrunch's Equity podcast, Rebecca Bellan caught up with Matt Thompson, VP of partnerships at Scrunch, a startup positioning itself at the center of the AI search shift, to talk about what Google’s changes mean and marketers and founders should actually do about it. Listen to the full episode to hear: Why AI referrals are converting at 400% higher than traditional organic search, and what that means for how to think about traffic. How ChatGPT still has the lion's share of AI search traffic, and why optimizing only for Google means missing most of the market. Why Google's own SEO best practices might be leading marketers in the wrong direction. What it actually means to make your website "agent ready" and why most enterprise sites aren't. 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

5日前

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31分
5月22日

Elon Musk can't hear you over the sound of his $1.75 trillion IPO

The SpaceX S-1 is finally here, and the story it tells goes way further than rockets. The filing runs to 36 pages of risk factors alone, and the numbers inside match the ambition: a $28 trillion total addressable market, a pay package tied to establishing a Mars colony, and a valuation target that would make it the largest IPO in American history. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what the filing actually says, what it leaves out, and whether any of this math connects to reality. Listen to the full episode to hear about: Why NanoCo turned down a $20 million buyout to raise a $12 million seed instead Anthropic’s acquisition of SDK startup Stainless, and why taking a tool off the table matters as much as the $300 million price tag What happened when commencement speakers started talking up AI in front of graduating classes, and why the students weren't having it Google’s I/O announcements claiming search as you know it is over, and what the AI makeover could mean for the open web 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

5月22日

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35分
1月21日

Build Mode: Capital is a commodity (but your investor relationships aren’t)

Today on Equity, we're teaming up with our newest podcast, Build Mode. In this interview, Build Mode host Isabelle Johannessen sits down with Ross Fubini of XYZ Ventures and Leslie Feinzaig of Graham & Walker Ventures to pull back the curtain on how VCs build their own go-to-market strategies. They dig into what it’s really like raising a first fund, why founder-market fit applies to investors too, and how the best investor relationships start years before you ever need the money. 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21日

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45分
5月20日

How Lucra raised $20M as an eSports play when every VC only wants AI

Slapping "AI" on your startup’s pitch deck is basically table stakes right now. When a founder raised $20 million from Cathie Wood's ARK Invest for an eSports gamification loyalty startup without those two letters in the spotlight, it got us wondering how the conversation even started — especially when ARK had already been burned by a company operating in the same space. On this episode of TechCrunch's Equity podcast, Julie Bort sits down with Dylan Robbins, founder and CEO of Lucra, the white-label platform turning friendly competitions into loyalty programs for brands like golf courses, arcades, and pickleball clubs. Listen to the full episode to hear about: How Dylan met his ARK connection over a game of darts at a New York City bar Why pitching a non-AI company in peak AI fundraising season meant addressing it head-on, even when it had nothing to do with his business How being honest with investors about what wasn't working yet actually helped him close the round Why Lucra pivoted from consumer to B2B in 45 days (and why that pivot is what convinced ARK they weren't looking at another Skillz). 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

5月20日

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32分
5月15日

Well, do you trust Sam Altman?

The Musk v. Altman trial came to a close this week, and the final arguments kept circling back to one question: can we trust the people in charge of AI? All of this is playing out as SpaceX charges toward what could be one of the largest IPOs in American history, with a whole generation of founders already spinning out of the Musk empire. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane break down the trial's closing stretch and what the growing Elon Musk founder ecosystem actually looks like on the ground, and the other deals that caught our eye this week. Listen to the full episode to hear about: How Anduril landed a $5 billion Series H, more than doubling the valuation it landed just under a year ago Why investors just can’t say no to RJ Scaringe, who’s raked in over $1 billion for Rivian spinout Mind Robotics How voice AI startup Vapi beat out over 40 other companies to secure a contract handling all of Ring's customer support What an Anthropic report about an AI agent blackmailing its own developers says about where the industry actually is 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

5月15日

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40分
5月13日

Amazon's Steve Schmidt on why your AI agents are your biggest security risk (Live at HumanX)

AI may be changing how companies build, but it's also changing how they get attacked, often by their own tools. Amazon Chief Security Officer Steve Schmidt has watched threat actors at every skill level get sharper, faster, and harder to contain. The risk he's most focused on, however, isn't coming from outside the firewall. On this episode of TechCrunch's Equity podcast, we're bringing you a conversation Rebecca Bellan had with Schmidt at the HumanX conference in San Francisco. The two dug into what AI is already doing to the threat landscape and how Amazon is rethinking identity, containment, and human oversight to keep agents in check. Listen to the full episode to hear about: Why shadow AI inside your own organization may be a bigger liability than the hackers trying to get in What agentic identity means in practice, and how Amazon traces every agent action back to a human How startups with five people (and no CISO) can manage their AI security, and why containment is becoming the defining security challenge of the agentic era 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

5月13日

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21分
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
4月15日

The musician-turned-biotech-founder waiting to fundraise

When Grammy-nominated singer-songwriter Aloe Blacc got COVID despite being vaccinated and boosted, he tried to fund research for a better solution. What he quickly found out? You can't just write a check in biotech. Regulators require a commercialization plan, and philanthropy doesn't move science through clinical trials or get you a license on university IP. Now, he's bootstrapping a cancer drug platform targeting pancreatic cancer, a disease that kills 90% of its patients, and intentionally waiting to raise from his network until peer-reviewed papers can make his case. On this episode of TechCrunch's Equity podcast, Rebecca Bellan sits down with Aloe Blacc to talk about what happens when a creator decides to build instead of just invest, how Aloe is watching AI reshape both the biotech and music industries in real time, and his thoughts on who actually wins. Listen to the full episode to hear: How he’s navigating a world where credibility is earned in data, not fame How a University of Houston molecule discovery platform could cut years off drug development timelines Why he thinks record labels, not artists or AI companies, will ultimately control the economics of AI-generated music What Suno taught him about prototyping, and why his next album will still be recorded with live musicians 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月15日

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29分
5月8日

The 'people’s airline,' SpaceXAI, and the Enterprise AI Race

Everyone wants a piece of the enterprise AI pie, and this week, we saw a string of companies making their moves. From Anthropic and OpenAI announcing new joint ventures targeting enterprise AI deployment to SAP dropping $1B on German AI startup Prior Labs, it's becoming clear that if you're a startup building enterprise tools, you're likely an acquisition target. On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the week's enterprise AI deals, the xAI-Anthropic compute arrangement, and what it all means ahead of what could be a big IPO season. Listen to the full episode to hear about: Why a TikToker is trying to crowdfund the purchase of Spirit Airlines, and whether anyone really loves Spirit enough to make it work Why Katie Haun's venture fund and Andreessen Horowitz are both raising billions to back a crypto comeback Aurora Innovation's milestone commercial trucking contract with a Berkshire Hathaway subsidiary, announced shortly after we caught up with Aurora’s CEO, Chris Urmson, at HumanX The Pentagon's latest AI spending spree, inking deals with Nvidia, Microsoft, and AWS 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 00:31 Spirit Airlines & the crowdfunded "people's airline" 03:25 xAI x Anthropic deal: is xAI becoming a NEO cloud? 13:47 Haun Ventures & a16z's crypto comeback 17:48 Aurora Innovation lands a commercial trucking contract 19:27 A big week for enterprise AI: who's actually making money? 26:45 The Pentagon's AI spending spree 31:04 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

5月8日

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33分

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

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トップ番組

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

Your SEO strategy is optimized for a search engine that no longer exists.

Elon Musk can't hear you over the sound of his $1.75 trillion IPO

Build Mode: Capital is a commodity (but your investor relationships aren’t)

How Lucra raised $20M as an eSports play when every VC only wants AI

Well, do you trust Sam Altman?

Amazon's Steve Schmidt on why your AI agents are your biggest security risk (Live at HumanX)

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

The musician-turned-biotech-founder waiting to fundraise

The 'people’s airline,' SpaceXAI, and the Enterprise AI Race

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