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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
3 天前

From the Spotify Mafia to the Lovable Mafia: inside Stockholm's founder network

Vibe-coding darling Lovable just raised $400 million at a $13.3 billion valuation, roughly doubling its worth in eight months. But Lovable isn’t the only Stockholm startup putting up huge numbers lately — legal AI company Legora and health tech startup Neko Health are right there with it. On this episode of TechCrunch's Equity podcast, Dominic-Madori Davis is joined by Sophia Bendz, a partner at Cherry Ventures and longtime fixture of Europe’s startup scene, to unpack what’s driving startup growth in the Nordic ecosystem, from Sweden’s social safety net to the wave of U.S. capital flowing in. Listen to the full episode to hear more about: How the “Spotify Mafia” set the template for founders funneling their time, capital, and hard-won lessons back into Stockholm ecosystem, and how the same cycle may be starting again with the “Lovable Mafia” Why Sweden’s social safety net might be fueling founders’ willingness to take bigger swings Why Bendz is seeing American investors flying into Stockholm and handing out term sheets with little to no diligence, and the culture clash that’s creating with local funds How Europe’s sovereignty conversation is shaping how founders and investors think about building, even as most of them still plan to IPO in New York 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 0:50 Why Stockholm’s startup ecosystem is accelerating 2:34 How Stockholm’s “Spotify mafia” passes knowledge down 4:10 Founders House and building a culture of mentorship 5:50 Does Sweden’s social safety net make founders more ambitious? 10:00 Is there a “Lovable mafia” now? 10:00 Europe’s push for tech sovereignty 14:00 The U.S. venture capital flooding Stockholm 18:08 How Europe can build more growth-stage funds 19:45 Founders are asking VCs, “How can you help me?” 21:05 Stockholm’s tech conferences 25:51 Could robotics become Stockholm’s next big thing? 29:45 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
1 天前

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
8月19日

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20日

Learn What VCs Actually Want, From a Founder Who's Raised $1B with Sasha Orloff, Puzzle

Investors want founders who understand the financial reality of their business. Messy data, misunderstood metrics, or waiting until you’re nearly out of cash to start fundraising can cost founders leverage, valuation, and even a term sheet. In this episode of Build Mode, host Isabelle Johannesen sits down with Sasha Orloff, founder and CEO of Puzzle and Startup Battlefield alum, to talk about what he’s learned from building companies that have raised more than $1 billion collectively. Sasha breaks down what investors look for during fundraising, which financial metrics founders should know by heart, and why VCs don’t expect your startup to be perfect—they expect you to understand its reality. He also shares how he nearly lost a term sheet because his data room wasn’t ready, how fundraising diligence changes as a startup grows, and why getting your financial house in order can help founders raise with more confidence and leverage. They get into: What raising more than $1 billion across multiple companies taught Sasha about fundraising Why investors value founders who have a strong grasp of their company’s financial reality The financial metrics founders should know before pitching VCs How investor expectations change from pre-seed and seed through Series A, B, and beyond Why revenue growth and the quality of that revenue are critical fundraising metrics How runway, margins, sales efficiency, and profitability factor into investor decisions Why waiting until you’re running out of cash can hurt your fundraising leverage How Sasha nearly lost a term sheet because his data room wasn’t ready Why financial organization and compliance can influence investor confidence and startup valuations What founders should have prepared for the due diligence process Why VCs don’t expect perfection—and why being honest about what isn’t working can make for a stronger pitch How Sasha’s own fundraising and finance frustrations ultimately led him to build Puzzle How AI could change the way startups manage accounting and understand their financial health 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. Chapters: 00:00 – Why VCs Want Founders Who Understand Reality 01:26 – Sasha Orloff’s Journey to Building Puzzle 05:05 – Why Puzzle Started With Startup Founders 08:38 – What Founders Should Know Before Fundraising 11:08 – What Investors Look for During Due Diligence 14:37 – Understanding the Financial Health of Your Startup 17:52 – The Financial Mistakes Founders Make 20:19 – When Startups Need Accountants and Finance Teams 24:04 – How Sasha Almost Lost a Term Sheet 26:10 – The Financial Metrics Founders Should Know Cold 28:20 – Lessons From Raising $1B+ Across Multiple Companies 31:45 – Why Financial Readiness Matters to Investors 33:49 – How AI Is Changing Startup Accounting 37:17 – Inside Puzzle’s Series A With General Catalyst 38:52 – Launching Puzzle at Startup Battlefield 40:38 – Sasha’s Advice for Early-Stage Founders 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
1 天前

How a Crisis Turned Julia Hartz Into the CEO Eventbrite Needed

Eventbrite has survived nearly every kind of challenge a startup can face: launching into a financial crisis, raising venture capital after 27 rejections, going public, watching its core business disappear during COVID, and eventually leaving the public markets after nearly two decades of building. In this episode of Build Mode, host Isabelle Johannesen sits down with Julia Hartz, co-founder and former CEO of Eventbrite, to unpack the decisions that helped the company weather those highs and lows. When Eventbrite went public in 2018, Julia became just the 21st woman founder-CEO to lead her company through an IPO and the second-youngest woman to do so (milestones she remembers as both an achievement and a stark reminder of how few women had reached that point). But getting to the IPO, and navigating what came afterward, was anything but straightforward. Julia explains what it was like to take over as CEO from her husband and co-founder Kevin Hartz, why she initially questioned whether she was ready for the job, and how leading through the pandemic forced her to find her own leadership style. She also looks back on Eventbrite’s unusual fundraising journey, from bootstrapping the company for its first two-and-a-half years to the success during the 2008 financial crisis that ultimately landed them Sequoia as a lead investor. Julia reflects on the realities of running a public company, balancing investor expectations against the needs of customers, the mistakes that took years to repair, and the painful decision to take Eventbrite private following its acquisition by Bending Spoons. Through it all, she shares what nearly 20 years of building Eventbrite taught her about resilience, leadership, reinvention, and making hard decisions when there is no obvious playbook. They get into: How Julia Hartz and Kevin Hartz built Eventbrite from a bootstrapped startup into a global ticketing platform Why 27 venture firms rejected Eventbrite during the 2008 financial crisis How strong execution helped Eventbrite turn those rejections into a Sequoia-backed round What it was like for Julia to take over as CEO from her husband and co-founder Why becoming CEO felt “terrifying” and how Julia eventually found her own leadership style How Eventbrite responded when COVID caused the company to process more refunds than revenue The crisis-management exercise that helped Julia’s team rethink the business from scratch What Julia learned as one of the youngest women and few woman founder-CEOs to take a company public Why the realities of running a public company can differ from founders’ expectations How CEOs should balance investor pressure with what is best for their customers Why Eventbrite ultimately decided to leave the public markets The mistakes Julia made while scaling Eventbrite and why talking directly to customers remains one of her most important lessons What 20 years of building taught Julia about resilience, leadership, reinvention, and knowing when to let go 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. Chapters: 00:00 – Julia Hartz on Leading Eventbrite Through the Hardest Moments01:27 – From MTV and Jackass to Founding Eventbrite03:27 – How Julia and Kevin Hartz Started Eventbrite08:49 – Why Live Events Survived Every Technology Shift11:03 – Taking Over as CEO From Her Husband13:38 – Leading Eventbrite Through the COVID Crisis17:19 – Eventbrite’s Fundraising Journey17:57 – 27 VC Rejections During the 2008 Financial Crisis22:16 – How to Re-Pitch an Investor After They Say No24:42 – Building a Company With Your Spouse26:58 – Taking Eventbrite Public27:11 – Making History as a Woman Founder-CEO31:17 – What No One Tells You About Running a Public Company32:40 – From a $1.67B IPO to Going Private36:08 – Why Eventbrite Left the Public Markets38:48 – Customers vs. Shareholders: Who Should a CEO Listen To?41:11 – How Founders Should Think About Competition45:07 – Julia Hartz’s Biggest Marketplace and Leadership Mistakes49:30 – The Leadership Lesson Julia Learned in Her Final Months as CEO53:13 – What Comes After 20 Years of Building Eventbrite 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.
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

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

From the Spotify Mafia to the Lovable Mafia: inside Stockholm's founder network

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

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

Learn What VCs Actually Want, From a Founder Who's Raised $1B with Sasha Orloff, Puzzle

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

How a Crisis Turned Julia Hartz Into the CEO Eventbrite Needed

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

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