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6日前

An ex-Anthropic researcher’s doomsday warning comes at a very interesting time

An Anthropic researcher resigned this week, warning in a post on X that the company is “racing straight to self-improving superintelligence and gambling with our lives”. The company's own alignment lead even co-signed the message rather than walking it back. It's the kind of doomer warning the AI industry has flirted with before, but the timing, with Anthropic reportedly preparing for an IPO, makes it land differently. On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the latest AI safety warning and what it says about the industry's race toward increasingly capable models. Plus, Apple's first big event under new CEO John Ternus and more of the week's headlines. Listen to the full episode to hear more about: Why Apple leaned hard into AI at its hardware event, and how always-on features baked into the Watch and AirPods may matter more than the splashy new foldable iPhone How Stokes Space's $1 billion raise reflects a launch market that's suddenly wide open now that SpaceX is winding down its Falcon rockets Why investors poured $2 billion into coding startup Cognition at a $48 billion valuation, and what it says about how much room VCs think is left in AI coding What a $50 million seed round for floating nuclear reactors says about the scramble to power AI data centers 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 3:28 Anthropic researcher's resignation warning 9:33 What's actually being done about AI risk? 15:56 Apple's AI-first hardware event 19:56 The case against a standalone AI wearable 21:53 Always-on listening: watch, AirPods, and privacy tradeoffs 26:43 The foldable iPhone's odds 27:16 Stoke Space raises $1B for a reusable rocket 31:17 Cognition raises $2B, betting on room for more AI coding players 34:13 BlueCore Energy's floating nuclear reactors 37:38 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
9月9日

ControlAI's Connor Leahy on why superintelligence is ‘not a weapon, it's an adversary’

AI companies have been talking about superintelligent AI like it's inevitable, but recent safety incidents like OpenAI's Hugging Face breach are demonstrating the potential dangers of deploying AI systems that are more capable than humans. So what happens when we can't reliably control what these systems do? On this episode of TechCrunch's Equity podcast, Rebecca Bellan is joined by Connor Leahy, an AI researcher, entrepreneur, and now the U.S. Executive Director of nonprofit ControlAI, which is pushing for a far more radical approach to AI safety: stopping companies from developing superintelligence altogether. Leahy explains why he thinks the risks have become too great to manage through alignment and containment alone, and how what sounded far-fetched six months ago is now being backed by a wave of new legislation. Listen to the full episode to hear more about: His take on the Sanders-Casar “Ban Superintelligence Act,” the parallel legislation in the U.K. that Control AI advised on, and why he thinks the U.S. bill may go further than necessary. How he views frontier AI labs less as companies simply chasing returns and more as political actors, and what that means for the trillions of dollars being poured into data center buildouts. Why Leahy thinks the real point of no return is when AI can build better AI, creating a potentially runaway cycle of self-improvement The case for international “trust but verify” agreements, and why Leahy thinks it isn't actually in China's interest to build superintelligence. 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日前

Why Thrive, Founders Fund, and Antonio Gracias are betting on hearing aids

“Why do I have to beg my grandparents to put on their hearing aids, but no one has ever needed to ask me to put on my glasses?” That’s the question that drove Matthew de Jonge to spend six years building Fortell, an AI hearing aid startup that recently raised $163 million from the likes of Founders Fund, Thrive Capital, and Valor Equity Partners CEO Antonio Gracias. The buzzy startup aims to build hearing aids that understand the sounds around you in real time, figure out what’s important and turn down the rest — instead of turning everything up at the same time, as most hearing aids do. On this episode of TechCrunch's Equity Equity podcast, Rebecca Bellan is joined by de Jonge to break down what it takes to disrupt a decades-old industry where five companies make 97% of the products, insurance won’t cover the cost, and innovation has been slow to arrive. Listen to the full episode to hear more about: How de Jonge went from mechanical engineering and a hedge fund career to building handheld ultrasound machines at Butterfly Network, and why that experience gave him the confidence to take on hearing aids next. The AI architecture behind Fortell's approach, including a custom chip built by a former Google TPU designer. Why the five companies that dominate the hearing aid industry have been so slow to innovate, and how that shaped Fortell's pitch to investors. De Jonge's take on Apple's AirPods as both a hearing aid alternative and an at-home hearing test, and why he sees them as complementary rather than a threat. The regulatory hurdles around remote hearing aid fittings, and how state-level telemedicine laws are shaping Fortell's path to scale. 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 1:14 Why Matt built Fortell 5:16 The problem with hearing aids: everything's just... loud 7:36 How Fortell's AI separates important sound from noise 12:12 The funding pitch that won over Founders Fund and Thrive 16:31 Hearing aids vs. AI wearables (Meta, Apple, Legato) 20:34 Pricing, insurance, and the hearing aid "cartel" 23:25 Scaling up: new clinics and remote fitting 26:57 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
9月4日

Apple's Ternus era begins as Nvidia bets on the whole AI stack

It's officially the Ternus era at Apple. Tim Cook stepped down as CEO this week, handing the company to former hardware chief John Ternus, whose first memo promised a “huge launch next week” — timing that puts Apple's next iPhone event on his desk before he's even settled in. Cook isn't going far, though: he's staying on as executive chairman, focused on the kind of policy relationships that recently turned something as small as a map label into a very public balancing act. All of which raises an obvious question: what does the Ternus era look like, and how much rope will shareholders give him to figure it out? On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec and Sean O'Kane unpack what Ternus is walking into, why he may actually be better positioned to make progress on software than hardware in this new AI era, and more of the week's news. Listen to the full episode to hear more about: Why Nvidia keeps making moves that look less like a chipmaker and more like a company trying to own the entire AI stack, from its Hugging Face acquisition to its investment in MediaTek and deeper compute deals A chaotic week for robotaxis: Tesla's Cybercab event, Waymo's expansion into new cities, Zoox's first paid rides, and what happens when these companies start competing head-to-head What Andreessen Horowitz's new $1.1 billion “Machine Age” fund signals about where early-stage AI hardware bets are headed Why the $285 million acquisition of GoPro marks the end of an era for one of Silicon Valley's original consumer tech darlings 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 1:12 Tim Cook steps down & John Ternus takes over as CEO 13:33 Nvidia's spreading its AI bets 21:58 A big week for robotaxis: Tesla, Waymo, Zoox & Uber 29:09 a16z's $1.1B "machine age" fund and $8.5B growth fund 32:39 GoPro's $285M acquisition and pivot to AI/defense 36:34 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
9月2日

We're ‘dangerously close’ to dead internet theory according to Pangram's CEO

The internet has a trust problem, and it’s not just because social media feeds are filling up with AI slop. AI-generated text and images are now making their way into job applications, product reviews, and even insurance claims, leaving platforms and users alike scrambling to figure out what’s real. A handful of startups have cropped up in the past couple of years to become the “trust layer” the internet needs — including Pangram. The startup recently snapped up $9 million for its AI detection system and landed a partnership with Substack, which is now using Pangram’s tech to show readers which of their favorite authors use AI to write their newsletters. Pangram also recently dropped a new AI image detection tool. On this episode of TechCrunch's Equity podcast, Pangram co-founder and CEO Max Spero joins Rebecca Bellan to dig into the promise of AI detection tools and where to draw the line between AI assisted and AI generated. Listen to the full episode to hear more about: Why Spero thinks the internet could be “dangerously close” to the dead internet theory becoming reality within a few years. Why figuring out how much AI went into something is harder — and potentially more useful — than simply labeling it AI or human. The stakes of getting AI detection wrong, especially when false positives involve sensitive images. Why Spero thinks the “bottom tier” of writing jobs may be gone for good, while genuinely good human writing could become more valuable. 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 1:15 Building Pangram: from binary detector to gauging AI assistance 2:06 Why job applications, reviews, and Amazon are drowning in slop 5:39 How Pangram actually spots AI writing 9:26 Where people draw the line on AI-assisted vs. AI-generated 12:50 The false positive problem, and "America has a Pangram problem" 14:30 Detecting fake images, now that AI photos are scarily good 19:13 Competing with GPTZero, Winston, and building "core infrastructure" 21:43 Will good writing jobs actually come back? 23:36 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
8月28日

Will TikTok and YouTube follow Meta’s new rules for teens?

Earlier this week, Meta agreed to pay $18 billion and make sweeping changes to how minors access its social networks to settle a lawsuit brought by 29 states. But the eye-popping settlement figure wasn't what caught the attention of the Equity podcast team. Instead, it was what Meta did next. The social media giant sent an open letter to TikTok and YouTube asking the companies to join it in setting industry-wide standards for teens, including daily time limits, blocking access to apps at night, and restricting notifications during school hours. But will these other companies follow? The Equity team doesn't think they will. On this episode of TechCrunch's Equity podcast, Rebecca Bellan, Kirsten Korosec, and Sean O'Kane dig into the Meta settlement, what it could mean for other social media companies, and more of the week’s headlines. Listen to the full episode to hear more about: How investors are pouring money into robotics startups and driving up valuations. For instance, Generalist reached a $3 billion valuation, while General Intuition hit the $6 billion mark. Even though robotics is a hot sector, there is pain point: robots still lack the know-how to do value-creating work. What senior reporter Sean O'Kane discovered when he dug into OSHA data connected to robotaxi companies like Waymo and Zoox. What self-driving truck startup Gatik's $200 million raise means for the sector. Hugging Face is reportedly being acquired by Nvidia. The team weighs in what this means for the industry. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and wherever you get your podcasts. You also can follow Equity on X and Threads, at @EquityPod. Learn more about your ad choices. Visit megaphone.fm/adchoices
7月31日

AI labs want to pump the brakes, but Amazon and SpaceX are still blasting off

After years of pushing full speed ahead on AI, Sam Altman says maybe it’s time for the AI industry to “pace” itself. The comments come just days after one of OpenAI's own models broke out of its test environment and got tangled up in a breach at Hugging Face, though as Equity’s hosts point out, sloppy security seems to have been just as much to blame as the model itself. Altman's not alone in this stance: both OpenAI and Anthropic have come out in support of a petition echoing that same message. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into whether the industry is ready to pump the brakes or just spooked, and who's on the hook when a model goes rogue. Listen to the full episode to hear more about: The viral “Avoiding AI” workshops hosted by librarians to help people opt out of AI features they didn't ask for How Amazon's new 5,000-satellite bid to connect directly to your phone could turn up the heat on SpaceX (even though it's unclear if anyone actually wants satellite-to-phone service) Why somehow there's room for one more AI lab: Reid Hoffman and Mark Pincus's new startup, Prentis, is in talks to raise $100M at a $1B valuation How Pangram raised $9 million to help publishers, teachers, and readers tell human writing from AI slop Why DoorDash is building its own drone delivery business instead of just relying on partners like Wing and Flytrex 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 1:18 Zoox gets its robotaxi exemption 2:11 Sam Altman calls for pacing the frontier 6:01 The Hugging Face hack, dissected 10:12 Responsibility, regulation, and the Elon Musk wildcard 13:29 Librarians teaching people to unplug from AI 15:16 Prentice: a new AI lab raises at a $1B valuation 16:46 Amazon files for its own satellite-to-phone network 18:42 SpaceX, Blue Origin, and the launch-business angle 23:48 Pangram raises $9M to detect AI slop 29:23 DoorDash builds its own delivery drones 33:24 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
9月10日

How Mbodi Is Solving Robotics’ Scaling Problem with Xavier Chi

Robotics is having an AI boom, but don’t expect it to have a ChatGPT moment. In this episode of Build Mode, host Isabelle Johannesen sits down with Xavier Chi, co-founder of Mbodi, a startup building AI software that lets people teach industrial robots new skills using natural language. Xavier first joined Isabelle on the Startup Battlefield stage, where Mbodi became a crowd favorite with a live robot demo. Now, he’s back to talk about what happened after Battlefield and why he believes this generation of AI could finally help robotics companies overcome some of the problems that have historically made them so difficult to scale. Xavier breaks down why traditional industrial automation still requires so much programming and customization, how Mbodi is working with ABB Robotics to bring its software into factories and warehouses, and why deploying robotics in the physical world creates a very different set of challenges from building traditional software. He also explains why robotics startups have struggled to build scalable software businesses and how generative AI could begin to change that. They also get into what VCs are looking for in robotics startups, how founders can de-risk an investment before fundraising, whether the excitement around humanoid robots is justified, and why Xavier believes robotics won’t experience a single ChatGPT-like breakthrough. Plus, he explains why reliability is so critical on the factory floor — and how Mbodi recently achieved a 99.6% success rate during an eight-hour test. They get into: Why industrial automation is still surprisingly manual How Mbodi lets people teach robots using natural language Why labor shortages are driving demand for automation How winning an ABB Robotics competition led to a major partnership What Mbodi gained from Startup Battlefield Why robotics software companies have historically struggled to scale How generative AI could reduce the need for custom robotics integrations What VCs want to see before investing in a robotics startup Why robots don’t necessarily need to look human Why software could capture more of the value in robotics as hardware gets cheaper Why robotics won’t have a ChatGPT moment Why reliability is so important when robots enter production How Mbodi achieved a 99.6% success rate in an eight-hour test Chapters: 00:00 — Mbodi’s unforgettable Startup Battlefield demo01:32 — Why industrial automation is still so difficult03:55 — What companies are actually using robots for06:33 — How Mbodi landed its partnership with ABB Robotics08:30 — Are startup competitions worth a founder’s time?10:00 — Why Xavier wanted to compete in Startup Battlefield11:18 — The hardest question Mbodi faced at Battlefield13:04 — Why robotics software has struggled to scale16:35 — Raising venture capital for a robotics startup18:02 — Convincing VCs you’re the right team19:12 — Do robots really need to look human?21:42 — What needs to improve across the robotics stack25:08 — What VCs want from robotics startups28:00 — How to de-risk a robotics investment30:06 — What’s next for Mbodi31:30 — When will robots enter our homes?35:35 — Why robots can’t afford to fail36:01 — Mbodi’s 99.6% reliability test 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 Johannesen. Produced and edited by Maggie Nye. Audience development led by Morgan Little. Special thanks to the Foundry and Cheddar video teams.
8月5日

Why Lightspeed is going all-in on creator-led venture capital

Venture firms are turning to creators to build trust with the next generation of founders before a check is ever written. It's a trend that's been building with a16z's acquisition of Erik Torenberg’s Turpentine podcast and OpenAI's acquisition of TBPN. Lightspeed Venture Partners just made its own notable hire in that vein, bringing on Claire Zau, a seed investor with a major following on Instagram and TikTok, to source deals and co-host the firm's new show, Lightwork, alongside CMO Josh Machiz. On this episode of TechCrunch's Equity podcast, Dominic-Madori Davis is joined by Zau and Machiz to dive deep into whether the “creator-investor” is becoming a real function in venture or just something firms are still trying to figure out. Listen to the full episode to hear more about: How an Instagram DM turned into a hire, and why Machiz says Zau’s investing instincts (not just her follower count) made her stand out from other creators. Why Zau thinks tech Twitter is a “minuscule” slice of the tech-curious audience, and what she's learned about public sentiment on AI that doesn't show up on X. How Lightspeed measures ROI on a media operation that's hard to tie directly to deal flow. The founder and portfolio-company stories that came out of Zau's content, including how a single video helped land a health-tech founder a meeting with Shaq. 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
8月21日

The DOJ is investigating a16z. What does this mean for venture capital?

Andreessen Horowitz has two partners sitting on the boards of companies that now compete with each other: Ben Horowitz at Databricks and Martin Casado at Fivetran. Nothing too scandalous on the surface, except the Department of Justice has reportedly been investigating the arrangement for almost a year, dusting off a 112-year-old antitrust law that's rarely used against VCs. Board conflicts aren't exactly new, and these companies weren't necessarily direct competitors when a16z first invested in them. But as portfolio companies expand into each other's markets, the DOJ's scrutiny raises a much bigger question for venture firms: How do you manage board seats when the boundaries between your portfolio companies keep moving? On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the a16z probe, what it could mean for VCs, and more of the week’s headlines. Listen to the full episode to hear more about: Why Stripe paid $7.5 billion for AI model router OpenRouter, and why the “singularity” isn't the real reason What happens to the AI companies caught in the middle as OpenAI, Anthropic, and Nvidia pull further ahead Why Rivian spinout Also just raised $150 million to make a bigger bet on autonomous vehicles Uber’s newest delivery partnership with drone company Zipline, and what it means for the other autonomous startups betting their futures on Uber Whether we've reached peak valuation for AI dictation apps after Wispr's $280 million raise at a $2 billion valuation 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 1:02 TechCrunch Disrupt and the Startup Battlefield 200 3:17 The DOJ is investigating a16z over board seats 14:47 Why Stripe just paid $7.5B for “the Stripe for AI” 18:18 The mid-tier AI scramble: gateways, pivots, and acquihires 23:17 Anthropic's revenue surges while OpenAI's losses deepen 27:08 Also raises $150M and drops the “micro mobility” label 32:30 Uber teams up with Zipline for drone delivery 37:19 Wispr hits a $2B valuation 38:26 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

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トップ番組

An ex-Anthropic researcher’s doomsday warning comes at a very interesting time

ControlAI's Connor Leahy on why superintelligence is ‘not a weapon, it's an adversary’

Why Thrive, Founders Fund, and Antonio Gracias are betting on hearing aids

Apple's Ternus era begins as Nvidia bets on the whole AI stack

We're ‘dangerously close’ to dead internet theory according to Pangram's CEO

Will TikTok and YouTube follow Meta’s new rules for teens?

AI labs want to pump the brakes, but Amazon and SpaceX are still blasting off

How Mbodi Is Solving Robotics’ Scaling Problem with Xavier Chi

Why Lightspeed is going all-in on creator-led venture capital

The DOJ is investigating a16z. What does this mean for venture capital?

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