TechCrunch

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创业

创业

一周一更
科技

科技

一周一更

4天前

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
6天前

AI has a GPU pricing problem. Silicon Data wants to fix it.

The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for firms to hedge their exposure when the price changes. Silicon Data just closed a $30 million Series A to change that. The startup aims to become the reference price for GPU rental and an index that a Wall Street futures contract would settle against. The company plans to launch its compute futures trading on the CME October 5th, pending regulatory approval. On this episode of TechCrunch's Equity podcast, Rebecca Bellan is joined by Steve Hou, head of research at Silicon Data, to discuss the health of the AI buildout, and why the data is telling a different story than the doom and gloom headlines about depreciating chips and stalled data centers. Listen to the full episode to hear more about: What happens if OpenAI or Anthropic can’t make good on the massive compute commitments they’ve already promised, and whether “compute default” becomes a risk. Why rental demand for older A100 chips is holding up, even as newer and more powerful GPUs hit the market. If compute futures could make it easier for neo-clouds to finance expensive data centers by locking in future rental revenue. What rising GPU rental rates across every contract length since March say about AI demand. 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 0:59 Futures contracts explained 4:01 Can GPU compute actually be a commodity? 7:10 Who's really trading these: hyperscalers, AI labs, and market makers 14:32 Locking in prices to make data center debt easier to swallow 18:21 Inside the pricing data 20:25 The A100 mystery: why an old chip is still in high demand 22:56 Do GPUs depreciate as fast as everyone thinks? 23:20 Making sense of the Texas and New York data center pauses 25:40 What the futures curve says about where prices are headed 28:01 Silicon Data's $30M Series A and what's next 30:36 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
8月14日

Meta's “open” AI, data centers' hidden costs, and a $250M deal gone very wrong

Meta released Glimmer this week, an open-weight AI model anyone can download and run on their own hardware — a contrast to Muse Spark, the company’s more powerful model that stays locked behind its own APIs. The release landed alongside a letter from Mark Zuckerberg arguing AI should be “for everyone” rather than controlled by a handful of labs, but as Equity’s hosts point out, the vision comes with some asterisks. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Rebecca Bellan take a look at Glimmer, Zuckerberg’s 6,500-word manifesto, and more of the week’s headlines, from the true cost of the AI industry’s energy needs to a $250M acquisition gone very wrong. Listen to the full episode to hear more about: Who’s on the market for a $300 cocktail robot? Why Anthropic is adding watermarks to its generated text, and users are not happy. The potential cost Amazon’s planned data center in Texas and the startups racing to fix the grid, including Form Energy’s $750M raise for 100-hour batteries, Reservoir’s $8M bet on smarter water heaters, and Discovered Materials’ hunt for cooler chips. Why Joby Aviation’s $500M acquisition of a defense contractor reminds Kirsten of its Blade deal last year — and what the 2028 LA Olympics have to do with it. How a $250M deal between video-clipping startup VideoVerse and sports publisher Minute Media collapsed amidst allegedly forged documents, multiple lawsuits, and a CEO nobody can reach. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 00:00 Intro 1:20 Would you buy a $300 cocktail robot? 3:08 Meta's Glimmer and the “AI for everyone” pitch 8:03 Anthropic starts watermarking its writing, and users have thoughts 14:34 Amazon's data center and its natural gas problem 16:37 The startups racing to keep the grid from melting down: Form Energy, Reservoir, and Discovered Materials 23:28 Joby Aviation buys into defense with Resonant Sciences 28:24 The $250M VideoVerse-Minute Media deal, a missing CEO, and a mess of lawsuits 32:37 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
8月7日

Jill Lepore on the ‘Artificial State,’ and why Silicon Valley's leaders are bad sci-fi readers

Historian Jill Lepore has a theory about why tech companies often use soaring language to describe their products — almost as if they're forming a new government. And whether you're thinking of Twitter's old “town hall in your pocket” or Anthropic's Claude constitution, it's a theory that doesn't paint Silicon Valley in a very flattering light. In Lepore's upcoming book, The Rise and Fall of the Artificial State, the Pulitzer Prize-winning Harvard historian and New Yorker writer argues that tech companies are gradually taking on the functions of democratic government — whether that’s Twitter giving a distorted picture of the electorate or Facebook displacing local news. In her view, these leaders often mistake technological advancement for political progress, all while outright declaring their intention to replace the nation-state. On this episode of TechCrunch's Equity podcast, Anthony Ha talks with Lepore about her book and why she thinks today's AI leaders — who promise a future where AI makes government more efficient, more responsive, and maybe even unnecessary — are selling an old fantasy in new packaging. Listen to the full episode to hear more about: Why Lepore sees a straight line from the classic 1984 Macintosh ad to Anthropic's AI constitution and Sam Altman's comments about an “AI president” How E.M. Forster’s 1909 sci-fi story “The Machine Stops” provides a blueprint for the artificial state, and why Lepore says it now reads like “the diary of a very unhappy YouTuber” Why Lepore believes the artificial state is ultimately unsustainable, and what she thinks it would take to rein it in 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 0:49 Defining the “artificial state” 2:17 Why corporations quietly took over state functions 4:43 Could the internet have gone another way? 9:01 From the 1984 Macintosh ad to Anthropic's constitution 10:20 The Twitter “town hall” myth 13:36 Structuring the book: history meets science fiction 17:46 The Machine Stops, and other bad manuals for the future 19:16 Musk, Heinlein, and misreading sci-fi 19:41 Why Lepore thinks the artificial state is “doomed” 21:51 Data centers, local politics, and the death of local news 24:44 Revisiting disruptive innovation, ten years later 26:54 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
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12日

Why Sandbar thinks it’s voice-enabled ring can avoid the AI hardware graveyard

AI notetaking hardware has taken off over the past couple of years, with credit-card-sized devices, pendants, pins, and even transcribing earbuds all promising to capture your meetings and turn them into summaries and action items. Now, a whole wave of wearables — rings especially — are betting people want to capture stray thoughts and ideas the same way. One of the companies chasing that bet is Sandbar, the startup behind the private voice ring Stream, which has raised $36 million to date, including a $23 million Series A led by Adjacent and Kindred Ventures. On this episode of TechCrunch's Equity podcast, Rebecca Bellan talks with Sandbar co-founder and CEO Mina Fahmi about why he thinks so many voice hardware devices before Stream struggled to break through, and why he's betting that keeping the human firmly in control is what it'll take to get wearable tech right. Listen to the full episode to hear more about: Why Fahmi designed Stream to be push-to-talk instead of always-on, and what he thinks “social acceptability” means for wearable AI. How Fahmi's time at CTRL-labs, the neural interface startup Meta acquired in 2019, shaped his thinking on human-driven input. Why Sandbar chose the “gruelingly painful” path of building fully custom hardware instead of reskinning an off-the-shelf device. What Fahmi thinks it'll take for voice wearables to break out of tech-enthusiast circles and into the mainstream. 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
7月10日

Open source AI matters more than ever, according to Hugging Face's Clem Delangue

Open source AI is booming, according to Hugging Face CEO Clem Delangue. The company has grown into something like a GitHub for AI in recent years, where AI builders can share and download open models and datasets, now used by roughly half the Fortune 500. Delangue has seen the same story play out again and again: companies start out on frontier APIs, but as they scale, the costs push them towards open source models. On this episode of TechCrunch's Equity podcast, Rebecca Bellan talked to Delangue about why the open vs closed source fight matters in the wake of Anthropic’s halted Fable release, and why he's worried about the possibility that a handful of big companies could end up controlling everything. Listen to the full episode to hear more about: How Chinese labs are producing the majority of open models being downloaded in the U.S., and why Delangue thinks that's a problem worth fixing rather than a reason to distrust open source itself. How Hugging Face is choosing capital efficiency over the usual Silicon Valley fundraising playbook, including why the company turned down a large investment from Nvidia last year. Why he sees robotics as an even more urgent case for open, transparent AI than chatbots or coding tools, given how much of your home and family life a robot ends up seeing. 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 00:33 Breaking down open source growth data 04:34 What's driving the open source resurgence 08:47 Who’s using Hugging Face, and how? 10:28 China overtakes the US in open model downloads 16:34 Safety, access, and the risk of AI power concentration 24:03 Hugging Face's approach to legal risk 28:00 Turning down Nvidia 31:47 Underinvested opportunities: local AI, bio, robotics Learn more about your ad choices. Visit megaphone.fm/adchoices
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
7月17日

Apple's lawsuit couldn't come at a worse time for OpenAI

Apple filed a trade secrets lawsuit against OpenAI last Friday, and it's not messing around. The complaint alleges a pattern of misconduct reaching all the way up to OpenAI's chief hardware officer and claims more than 400 former Apple employees now work at the company. OpenAI's response so far has been carefully hedged, and the timing couldn't be worse with the company reportedly eyeing an IPO as early as later this year. On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what the lawsuit could mean for OpenAI's own hardware ambitions and IPO timeline, plus a bigger theme running through the week's news: how much should anyone trust AI companies with their data? Listen to the full episode to hear more about: Why Microsoft CEO Satya Nadella is warning enterprises about handing data over to AI labs, and whether open source is really a way out of the “Trojan horse” data-trust problem How forward-deployed engineers (FDEs) are changing the relationship between AI labs and their enterprise customers Why General Catalyst just handed David Beckham's health drink startup a $1 billion customer value fund The scoop on a new $200M drug-discovery startup from an ex-OpenAI researcher 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 00:40 Would you want Sam Altman listening to you? 01:53 Apple sues OpenAI over trade secrets 13:24 Satya Nadella's warning: "you're paying twice" with your data 19:03 Open source vs. going deeper with AI labs 24:52 General Catalyst gives David Beckham's health drink startup $1B 30:05 Ex-OpenAI researcher raises $200M for drug discovery startup 32:58 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
6月26日

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

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热门节目排行

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

AI has a GPU pricing problem. Silicon Data wants to fix it.

Meta's “open” AI, data centers' hidden costs, and a $250M deal gone very wrong

Jill Lepore on the ‘Artificial State,’ and why Silicon Valley's leaders are bad sci-fi readers

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

Why Sandbar thinks it’s voice-enabled ring can avoid the AI hardware graveyard

Open source AI matters more than ever, according to Hugging Face's Clem Delangue

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

Apple's lawsuit couldn't come at a worse time for OpenAI

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

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