TechCrunch, Mary Ann Azevedo, Kell, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, Margaux MacColl
The intersection of technology, startups, and venture capital touches everything now. That’s why Equity, TechCrunch's flagship podcast, digs into the business o...
This week, the Equity pod gang — which included newcomer Max Zeff, Margaux MacColl, and Kirsten Korosec — noticed an emerging trend: the worlds of AI and defense tech are colliding.
Listen to the full episode to hear about:
A new fund is in town. And surprise, surprise, Humba Ventures' $40 million fund is focused on deep tech and defense.
How enterprise AI startup Cohere is unlike all the other AI startups out there, and why they've been so quiet. Particularly in this new deal with Palantir.
Dig into the great philosophical question of 2024: is it dumb to IPO in an election year? And, perhaps more importantly, will this IPO dry spell continue in 2025?
Should founders be cautious of investors with foreign backing?
Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here.
Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
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31:19
Building physical tech is back in fashion thanks to AI, robotics, and defense
This week on Equity Wednesday, Rebecca Bellan is joined by Louis, co-founder of America's Frontier Fund, to discuss the pressing trends in tech innovation. From robotics and AI reshaping manufacturing to Silicon Valley's embrace of defense technology, plus Louis shares his main predictions for 2025.
Listen tot he full episode for a deeper conversation on:
Silicon Valley's deep roots in defense tech
The advantages and challenges facing founders seeking government contracts rather than VC funding
The role startups play in shifting American leadership from the digital world back into physical manufacturing
Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here.
Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
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33:09
It's the end of the road for Cruise, and Bluesky is still taking off
Today, on TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha and Margaux MacColl are unpacking the week’s news, including GM’s decision to give up on self-driving startup Cruise. The choice initially came as a shock considering the $10 billion GM pumped into the company over the years, but it became clearer when examining Cruise’s tumultuous 2023 and 2024.
Listen to the full episode to hear about:
Freysa.ai’s public challenge and what’s motivating users to make the AI chat bot fall in love with them.
Why VCs are lining up to back Lumen Orbit’s moonshot of data centers in space.
Which startups are stepping up amid a looming TikTok ban and if we’ll see another company capture Bluesky’s success. According to Anthony, it all depends on, "luck, timing, and something to do with critical mass."
Who’s stepping up to fill Y Combinator’s place in Africa and where else we could see a pivot to local accelerators.
Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.
Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here.
Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
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36:18
How much ‘government efficiency’ will Elon Musk be able to pull off?
While the idea that the government “should be run like a business,” is by no means a new one, with Elon Musk in charge of government efficiency, it's worth taking a closer look at whether business principles can be applied to government.
Today on Equity, Rebecca Bellan is discussing the intersection of tech, business and politics with Columbia Business School Professor Michael Morris. Morris is also the author of Tribal, how the cultural instincts that divide us could help bring us together, a nominee for the 2024 Financial Times Business Book of the Year award.
Listen to the full episode to hear more about:
How Musk and Vivek Ramaswamy's new initiative plans to save $2 trillion in government spending.
The impact of other tech leaders joining government and the potential for these leaders to influence decisions on crypto and AI regulation.
What challenges lie ahead for startups bringing innovation to the military. Spoiler: higher costs of error and slower logistics chains are on the list.
Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here.
Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
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31:20
Who knew you could get a $500 million valuation without launching a product?
AI agent startup /dev/agents announced a massive $56M seed round, putting the company’s valuation at a whopping $500 million. The amount is impressive given the company won’t have a first version of its product available until at least early next year. The reason behind investors’ trust, however, becomes a bit clearer when you consider the founders’ pedigree: /dev/agents’ co-founders were both on Google’s Android team during the early days of the smartphone era.
The round, as well as whether or not to include “slash” when pronouncing the company’s name, was the first of many deals discussed on today’s episode of TechCrunch’s Equity podcast.
Listen to the full episode to hear hosts Margaux MacColl, Devin Coldewey and Anthony Ha dig into:
How Yurts plans to become the DoD’s go-to AI integration platform and compete with AI chatbot the Pentagon is developing itself.
Why ServiceTitan’s IPO keeps getting weirder and if it’s a sign of IPOs to come.
The latest wave of VC turnover, including Brian Singerman’s choice to step back from Founders Fund and Sriram Krishnan’s departure from a16z, and where they’re going next. The crew was left wondering if we’ll see other investors following in Krishnan’s footsteps.
Strange AI. Who is David Mayer? And why does ChatGPT hate him so much?
Equity will be back next week, so stay tuned!
Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.
Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Check out our full archive of episodes here.
Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
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.