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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.
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Tokenmaxxing 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 reportedly blew through its annual AI budget in a few months, some companies cut Claude licenses for parts of their org, and Meta killed its internal leaderboard.
This tension between hype and ROI is exactly where NEA partner Tiffany Luck lives these days. She got her start convincing companies that e-commerce was the future, and now she's all in on AI, especially when it comes to the possibilities for "magic moments" in the consumer business.
On this episode of TechCrunch's Equity podcast, Luck joins Rebecca Bellan to talk about the future of personal agents, her thoughts on this year's AI IPOs, and how startups are stepping in to help enterprises track return on AI spend.
Listen to the full episode to hear:
What the tokenmaxxing-to-ROI shift means for how companies measure AI spend.
Why forward deployed engineers are becoming a "Trojan horse" for AI adoption.
How enterprises are mixing and matching models instead of committing to one provider.
Why Tiffany thinks value is being created at every layer of the AI stack, not just at the model layer.
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
00:51 Tiffany Luck's path from Lot18 to Amazon to VC
3:45 Magic moments: Waymo, healthcare, and the gap in personal agents
7:36 Privacy, security, and trusting AI with your life
10:39 IPO outlook: Anthropic vs. OpenAI on public markets
13:58 Compute, infrastructure, and where the value sits
15:41 What’s the ROI on tokenmaxxing?
27:07 Forward deployed engineers as a ‘Trojan horse’
32:49 Outro
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Saknas det avsnitt?
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The 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, Senior Reporter Sean O'Kane called up our AI Editor Russell Brandom to help him break down the $2 trillion valuation, Elon Musk becoming the world's first trillionaire, and what it all means for Anthropic and OpenAI still waiting in the wings.
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You can also follow Equity on X and Threads, at @EquityPod.
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The 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 you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it's a stress test for investors, for valuations, and for what we can even expect from a public tech company in 2026.
On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane break down what this IPO moment actually means beyond the headline numbers, and who stands to benefit.
Listen to the full episode to hear:
Why Apple's biggest WWDC announcement might matter less than how they showed it, and what a $250M settlement had to do with the change
How Waymo just turned Apple's abandoned self-driving dream into its next big proving ground
What a $920 million-per-month compute deal between Google and SpaceX says about who's leading the AI infrastructure race
How Sam Bankman-Fried's pardon request and a new Zuckerberg biopic somehow ended with the Equity team getting cast by ChatGPT
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
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Andrew 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 time, ideas like Universal Basic Income felt fringe. Now Dario Amodei, Sam Altman, and Bernie Sanders are all saying versions of the same thing.
An entrepreneur at heart, Yang has found a new way to put money back into the hands of the people — one phone bill at a time. On this episode of TechCrunch's Equity podcast, Rebecca Bellan talks to Yang about his startup Noble Mobile, which pays you to use your phone less, ways to combat the “attention economy,” and what startups can do when the government won't move.
Listen to the full episode to hear:
Why Yang thinks the $100 billion gap between what Americans and Europeans pay for wireless is a startup opportunity.
How a partnership with the Light Phone fits into the growing "together tech" movement, and why Yang has been throwing no-phone parties in LA and NYC.
What he actually thinks of Bernie Sanders' proposed AI sovereign wealth fund, and why he's skeptical the money should flow through government at all.
Why UBI isn't a salary replacement but a "landing pad,” and what Noble Mobile's $600-a-year savings has to do with it.
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
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While 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 startup focused on bringing people together through in-person games and social experiences. Cyberdeck creators are going viral crafting whimsical DIY computers that literally encourage users to touch grass. Unlike the AI-free browser crowd, this doesn't just feel like backlash, but also people genuinely gravitating toward things that feel a little more human.
On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the week's headlines, from the "together tech" wave to what Anthropic's confidential IPO filing means against the backdrop of Alphabet's $80 billion AI raise, and whether the money is all flowing back to the big guys anyway.
Listen to the full episode to hear:
Why ex-Meta CTO Mike Schroepfer raised $250 million for climate tech specifically, at a moment when almost nobody else is
How rocket engine startup Impulse raised $500 million — and is loudly emphasizing that those funds will be spent on people, not AI
A look inside Anthropic's S-1, and what the team is looking forward to once we can finally compare the AI labs' financials
What two YouTube directors cracking the box office tells us about creator economy power
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
01:45 YouTubers are taking over the box office
02:46 Everyone's fleeing climate tech — except this $250M fund
07:03 Impulse Space raises $500M and is hiring humans
13:03 Anthropic quietly files for IPO as Alphabet drops $85B on AI
21:52 The token bubble is starting to burst
26:08 From Board games to DIY cyberdecks, founders are betting on IRL
33:09 Outro
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Defense 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 government contracts. But according to Ross Fubini, the venture investor who wrote Anduril's first check, most of them won't make it. The valley of death between a prototype contract and a real production deal is about to claim a lot of companies.
On this episode of TechCrunch's Equity podcast, Rebecca Bellan asks Fubini — the founder and managing partner of XYZ Venture Capital, built on the Palantir alumni network and now approaching $2B AUM — what separates the survivors from the rest.
Listen to the full episode to hear:
Why Ukraine and Iran have become live testing grounds for US defense startups, and which companies are getting in the field
How other countries are building their own defense tech ecosystems, and what that means for where startups build and sell
The sustainment problem nobody wants to talk about, and why autonomous logistics is the real moat
Where Fubini is writing checks next, from AI-driven US manufacturing to government software for health and human services
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
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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
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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.
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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.
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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.
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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.
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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.
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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
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Self-driving has been "almost here" for over a decade. But somewhere between DARPA challenges and a handful of driverless trucks hauling freight between Dallas and Houston, Aurora co-founder and CEO Chris Urmson’s story changed. The self-driving truck company started commercial driverless operations last April and is now scaling from a handful of trucks to hundreds this year.
On this episode of TechCrunch's Equity podcast, we're bringing you a conversation Rebecca Bellan had with Urmson at the HumanX conference in San Francisco. The pair dug into the long road from lab to highway and how physical AI differs from the LLM boom everyone else is chasing.
Listen to the full episode to hear about:
Why long-haul trucking may crack the autonomy business case before robotaxis ever do
What "verifiable AI" means and why Urmson thinks end-to-end systems are a liability when lives are on the line
The surprisingly common-sense solution to the driverless truck safety triangle problem
What Aurora's roadmap looks like beyond trucking, and which companies in the autonomy space have Urmson genuinely excited
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
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Elon Musk spent the better part of three days on the witness stand this week in his lawsuit against OpenAI, and it's already getting messy. Emails, texts, and his own tweets are surfacing in court, and there are plenty more witnesses to come. Musk's argument against OpenAI? By converting the company to a for-profit model, Sam Altman betrayed the “nonprofit for the benefit of humanity” mission Musk signed up to fund. As Musk keeps reminding the courtroom: “You can't steal a charity.”
On this episode of TechCrunch's Equity podcast, Kirsten Korosec and Sean O'Kane break down what's actually at stake in the courtroom and what to watch for as Altman and others take the stand, plus deals, defense tech, and what Big Tech's earnings week revealed about the limits of the AI spending era.
Listen to the full episode to hear about:
Why cloud was the winner of earnings week, and what AWS, Google, and Microsoft's numbers say about where enterprise AI spending is actually landing
The scholarship app founder taking Sallie Mae to court after they acquired his startup…and began selling its student data to ad networks and universities
BMW i Ventures new $300 million fund with its sights set on AI
How defense tech startup Scout AI is pitching “military AGI” using vision-language-action (VLA) models
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
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AI-generated video has gone from novelty to creative tool in AI-generated video has gone from novelty to creative tool almost overnight, and Runway has a front-row seat to the shift. The New York-based company has raised close to $860 million at a $5.3 billion valuation, and its models are going toe-to-toe with the most well-funded labs in the world, including Google and OpenAI.
And the technology goes way beyond making videos: it's now pushing into general world models with applications in gaming, robotics, and maybe something closer to general intelligence.
On this episode of TechCrunch's Equity podcast, host Rebecca Bellan sits down with co-founder and CEO Cristobal Valenzuela to talk about where video generation goes from here, and why Runway's ambitions now reach well beyond Hollywood.
Listen to the full episode to hear about:
Why Valenzuela thinks the real constraint on filmmaking has never been technology, and what changes when it is
How Runway thinks about world models differently than Google and other labs building in the space
What "nonlinear media" means, and why real-time video generation opens up use cases way beyond content creation
Why Valenzuela pushes back on the idea that AI companions are “inherently dystopian”
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
00:56 Can AI really replace Hollywood?
04:18 Why "AI slop" fears miss the point
08:23 Research lab, software company, or creative studio?
13:42 From video generation to world models, explained
17:36 Omni models and multimodal training
17:50 The three pillars: linear media, non-linear media, physical AI
19:31 Real-time video and the "Characters" product
22:33 Are AI companions inherently dystopian?
25:59 Physical AI and robotics
28:35 Where growth is coming from: enterprise and prosumer
29:31 Outro
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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
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Fusion energy has been "20 years away" for decades, but has the science finally caught up? Private investment in fusion companies surged from $10 billion to $15 billion in just months, and the money is coming from places you wouldn't expect.
On this episode of TechCrunch's Equity podcast, Rebecca Bellan and guest host Tim De Chant sit down with Rachel Slaybaugh, general partner at DCVC, to break down why serious investors are finally treating fusion as a real asset class, and what the return thesis actually looks like when no one expects a power plant in their fund lifetime.
Listen to the full episode to hear about:
Why the investment thesis for fusion looks less like traditional VC and more like biotech or SpaceX, and what "fusion euphoria" has to do with it
What the Q value milestone actually means, and how close leading startups are to hitting the number that could trigger a public market opening
How superconducting tape and AI-assisted plasma physics are quietly doing as much work as the big headline science breakthroughs
Why one fusion company merging with Trump Media and Technology Group had Tim doing a double-take at his inbox
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
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The gap between AI insiders and everyone else is widening, and the spending, suspicion, and even new vocabulary are starting to show it. While OpenAI is busy buying up everything from finance apps to talk shows, a certain shoe company just rebranded as an AI infrastructure play, and Anthropic unveiled a model it says is too powerful to release publicly ...but apparently not too powerful to demo to Federal Reserve Chair Jerome Powell.
On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what's actually being built in AI infrastructure, who's winning the enterprise battle between OpenAI and Anthropic, and more of the week's headlines.
Listen to the full episode to hear about:
Why chipmakers AMD, Arm, and Qualcomm just piled $60M into UK self-driving startup Wayve, and what Uber's $300M milestone bid says about who's winning the AV race
How data center startup Fluidstack is positioning itself for the frontier labs, including a reported $50B agreement with Anthropic
What Claude Code's moment at the HumanX conference reveals about where the OpenAI vs. Anthropic rivalry is actually playing out
Why tokenmaxxing, and Meta's leaked internal leaderboard, might say more about optics than actual productivity
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
00:25 Allbirds is now an AI company, apparently
04:48 Why chipmakers are betting on Wayve
12:01 Fluidstack wants $1B to build AI data centers
16:24 OpenAI buys a finance app and a talk show
21:27 Anthropic vs. OpenAI in enterprise
24:15 The Anthropic model they won't release to the public
26:47 Why AI feels so distant to everyone else
30:47 What even is tokenmaxxing?
34:49 Parasail's $32M bet on cheaper AI inference
36:39 Outro
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