Equity
by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Sean O'Kane, Theresa Loconsolo
Latest episode
Why Jensen Huang’s departure could end Nvidia’s gold rush
Why Jensen Huang’s departure could end Nvidia’s gold rush
About this podcast
The intersection of technology, startups, and venture capital touches everything now. That’s why Equity, TechCrunch's flagship podcast, digs into the business of startups for entrepreneurs and enthusiasts alike. Every Wednesday and Friday, TechCrunch reporters keep you up-to-date on the world of business, technology, and venture capital. Equity is ranked the No.2 podcast in the Top 100 Venture Capital All time leaderboard on Goodpods—As well as No.17 for the Top 100 Finance All time chart and No.32 for the Top 100 Business News All time chart.
Episodes
The newest 50 of 808 episodes
- Why Jensen Huang’s departure could end Nvidia’s gold rush · 32 minNvidia just delivered a shocking announcement — that the chipmaker’s co-founder and longtime CEO Jensen Huang is resigning. While there had been earlier reports of U.S…
- How backlash and red tape continue to slow data centers post-Blue Wave · 33 minThe data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity. Before those challenges…
- How a Blue Wave midterm might reshape the AI industry · 33 minDemocrats’ historic victories in this week’s U.S. midterm elections could also transform the tech industry. The public voted on 41 data center-related ballot measures on Tuesday…
- Building on open source AI? Hugging Face’s policy chief on the costs, risks, and trade-offs · 38 minOpen source models are becoming more mainstream as enterprises, governments and startups alike rely on the promise of lower costs, more control, and more flexibility. But as…
- Anthropic’s S-1 is here. Does AI pay off? · 36 minAfter weeks of speculation and leaks, Anthropic finally released the S-1 filing for its IPO, showing revenue of $16.3 billion for the first half of 2026, with a net loss of $80.7…
- The 'Vulnpocalypse' is coming for the internet’s aging code, says Wiz’s CTO · 32 minThe PHP scare may have faded from your feed, but the cleanup is far from over. Last week, two critical bugs in the open source language behind roughly 70% of websites left…
- The PHP Armageddon reminds us that the internet is held together by glue and dreams · 36 minThe internet is having an off week, to say the least. Security researchers at OpenAI and Google-owned Wiz used AI to uncover critical flaws in PHP, the open source language…
- Meta and Instinct are racing to build your AI assistant. Wabi has a different idea. · 30 minIt seems like every big AI player is building a personal agent. Meta has Muse, OpenAI launched Dots, and a startup called Instinct recently raised $1 billion at a $10 billion…
- Physical AI is more than robots, says the Nvidia veteran now investing in it · 30 minAmulya Vishwanath, who spent seven years leading product marketing for NVIDIA’s robotics platforms, says robotics is currently in its “Lego era,” with the basic building blocks…
- Who’s the sheriff in AI’s wild west? (Equity Live at TechCrunch Disrupt 2026) · 29 minThe Equity crew was live at TechCrunch Disrupt 2026! Kirsten Korosec, Anthony Ha, and Sean O’Kane took over the Builders Stage Tuesday morning to tackle a growing challenge for…
- Amazon drops data center NDAs, and AI agents want your credit card · 37 minAmazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Microsoft earlier this year. Secrecy has fueled…
- After selling to P&G and Lululemon, these founders are building for life beyond the screen · 27 minTristan Walker and Brynn Putnam both built and sold major consumer companies. Now, they’re building products designed to bring people together. Today on Equity, we’re bringing…
- Call it AI, call it Super Intelligence, only 2% of consumers are buying it · 38 minThis week, the White House got nearly every major tech CEO in one room — Zuckerberg, Bezos, Musk, and Anthropic’s Dario Amodei among them — to sign an AI safety pledge that…
- A Neko Health investor on the $700M bet to scan your whole body · 32 minSpotify founder Daniel Ek’s Neko Health raised $700 million to build a business around scanning your body, but it’s not the only company centering its roadmap around a new kind…
- Meta’s Muse just stole the spotlight from OpenAI and Anthropic · 35 minWhen AI leaders at OpenAI and Anthropic started talking about “pacing the frontier,” maybe someone should have asked: what pace? It’s turned into model drop week for both…
- What’s next for cybersecurity, according to Index Ventures’ Shardul Shah · 33 minAs concern over AI safety and rogue agents continue to make headlines, it’s no surprise that cybersecurity stocks are rising, or that investors are pouring massive amounts of…
- Automattic's 33-Hour coup, and can AI labs police themselves? · 36 minA week after an Anthropic researcher's doomsday warning rattled the AI world, the company's CEO Dario Amodei has outlined his plan to “pace the frontier” of AI development. The…
- Why Thrive, Founders Fund, and Antonio Gracias are betting on hearing aids · 27 min“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…
- An ex-Anthropic researcher’s doomsday warning comes at a very interesting time · 40 minAn 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…
- ControlAI's Connor Leahy on why superintelligence is ‘not a weapon, it's an adversary’ · 43 minAI 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…
- Apple's Ternus era begins as Nvidia bets on the whole AI stack · 39 minIt'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…
- We're ‘dangerously close’ to dead internet theory according to Pangram's CEO · 26 minThe 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…
- Will TikTok and YouTube follow Meta’s new rules for teens? · 34 minEarlier 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…
- From the Spotify Mafia to the Lovable Mafia: inside Stockholm's founder network · 31 minVibe-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…
- The DOJ is investigating a16z. What does this mean for venture capital? · 41 minAndreessen 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…
- AI has a GPU pricing problem. Silicon Data wants to fix it. · 33 minThe 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…
- Meta's 'open' AI, data centers' hidden costs, and a $250M deal gone very wrong · 35 minMeta 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…
- Why Sandbar thinks it’s voice-enabled ring can avoid the AI hardware graveyard · 31 minAI 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…
- Jill Lepore on the ‘Artificial State’ and why Silicon Valley's leaders are bad sci-fi readers · 29 minHistorian 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…
- Why Lightspeed is going all-in on creator-led venture capital · 32 minVenture 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…
- AI labs want to pump the brakes, but Amazon and SpaceX are still blasting off · 36 minAfter 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…
- ‘If this isn't addiction, I don't know what is’: Light Phone's founders get real about screen time and building for the anti-smartphone generation · 31 minWith the Light Phone, Kaiwei Tang and Joe Hollier have spent over a decade exploring the value of simplicity in our relationship to technology, partnering along the way with…
- ‘AI communism’, rogue models, and the why Kimi K3 spooked Wall Street · 39 minChinese AI lab Moonshot's open model Kimi went viral this week for reasons that had less to do with the model itself and more to do with how the U.S. AI industry reacted to it…
- Menlo Ventures’ Matt Murphy says the lesson for founders now is that a great model isn't enough · 34 minAnthropic leaped to a $47 billion revenue run rate by May, compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures' Matt Murphy says he's never seen in 25…
- Apple's lawsuit couldn't come at a worse time for OpenAI · 35 minApple 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…
- Inside Ode with Anthropic, the private equity-backed startup betting AI services are the future of enterprise · 31 minCan a handful of engineers really do the work of an army of consultants? That’s the bet behind Ode with Anthropic — the joint venture dedicated to embedding forward-deployed…
- Open source AI matters more than ever, according to Hugging Face's Clem Delangue · 38 minOpen 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…
- Your gaming data could be the secret to AGI, according to this Bezos-backed startup · 26 minWhen it comes to achieving artificial general intelligence (AGI), large language models just don’t have what it takes. Models like ChatGPT and Claude are great at text, but…
- Best of Build Mode: Think like a VC · 16 minInstead of our usual news rundown, Equity is sending you off into the 4th of July weekend with a special episode of our sister podcast Build Mode. Season 3 launches July 9th…
- Humble Robotics’ CEO says the tech finally caught up to the vision for autonomous vehicles · 29 minWe've said it before, and we'll say it again: the autonomous vehicle space is starting to feel like a repeat of the 2016 hype cycle. Travis Kalanick is back building a robotics…
- OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia yet · 36 minNvidia 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…
- What if the AI giants are building the roads, not the destinations? Chi-Hua Chien thinks he knows who wins · 43 minIn this episode, TechCrunch Editor in Chief Connie Loizos talks with Goodwater Capital co-founder Chi-Hua Chien, whose career spans some of Silicon Valley’s biggest technology…
- The US banned Anthropic's Fable 5 release, but the numbers don't seem to care · 33 minJust 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…
- NEA's Tiffany Luck on AI IPOs, personal agents, and the ROI reckoning · 35 minTokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due. Uber…
- The SpaceX IPO has finally arrived · 20 minThe biggest IPO in history dropped this morning on the Nasdaq — a debut so big, our team thought it deserved its own bonus Equity podcast episode. On this special bonus episode…
- It’s hot IPO summer, and the MANGOS are ripe · 34 minThe IPO market is back, and it's not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who…
- Andrew Yang on Noble Mobile, UBI, and why he's done waiting for policy to catch up · 29 minAndrew Yang’s 2020 presidential campaign was based on a warning that automation and AI would hollow out the labor market and concentrate wealth in the hands of a few. At the…
- The 'together tech' wave might be the most intriguing startup bet of 2026 · 34 minWhile the AI fundraising machine keeps breaking its own records, some founders are building in the other direction. Mirror founder Brynn Putnam just raised money for Board, a…
- Every defense startup wants to be the next Anduril. Here's what one of its earliest backers is looking for now. · 39 minDefense tech is red hot right now, with a proposed 40% increase to the federal defense budget, Anduril doubling its valuation to $61 billion, and a wave of startups chasing…
- Does your CEO have AI psychosis? Aaron Levie thinks most of them do. · 38 minThe 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…
