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Equity

Latest episodes

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10 snips
Jun 27, 2025 • 36min

Big Tech lands an early win in legal battles against publishers

Joining the discussion is Sean O’Kane, a savvy transportation reporter known for his insights into tech and innovation. The conversation covers the recent legal victories for AI giants Meta and Anthropic, which could redefine copyright issues in tech. They explore the implications of using copyrighted materials for AI training and what it means for future lawsuits. Additionally, the talk touches on Kalshi's significant funding round, the rise of prediction markets, and innovations in reusable satellite technology that could shape the industry's landscape.
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Jun 25, 2025 • 22min

How one biotech startup is betting on cows and winning over investors

Kathryn Polkoff, Co-founder and CEO of Hoofprint Biome, dives into an innovative approach to combating climate change by reprogramming cow microbiomes with enzymes. She reveals how this breakthrough can significantly reduce methane emissions and improve feed efficiency. Kathryn shares insights on her journey through animal science, emphasizing the unique perspective of thinking like a farmer. With a recent $15 million funding boost, her startup is blending AI and biology to create a sustainable future for livestock and our planet.
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19 snips
Jun 20, 2025 • 42min

Could OpenAI fill Microsoft’s shoes?

Ali Partovi, an investor and startup incubator founder, and Russell Kaplan, president of Cognition, dive into the complexities of OpenAI's recent $200 million deal with the Defense Department, raising questions about its impact on their partnership with Microsoft. They discuss the evolving tech landscape where AI's influence shapes job roles and mentorship dynamics. The conversation also highlights the emergence of tools like Devon, which redefine software engineering, emphasizing how these advancements might transform workflows and the future of tech talent.
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37 snips
Jun 19, 2025 • 26min

Seed to Series C: What VCs actually want from AI startups

Join Jill Chase, a Partner at CapitalG and expert in growth-stage AI investments, alongside Kanu Gulati from Khosla Ventures, who focuses on early-stage AI startups. They delve into the booming AI funding landscape and emphasize that founders should prioritize relationship-building over perfect pitch decks. The conversation highlights the importance of agility, consumer focus, and unique value propositions for startups competing against giants. They also tackle how AI agents are reshaping startup strategies and the need for ethical considerations in AI development.
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31 snips
Jun 13, 2025 • 32min

Meta’s big AI bet and our not-so-hot-take on fintech IPOs

Meta's bold $14.3 billion investment in Scale AI could reshape its AI strategy, with co-founder Alexandr Wang joining the team. Chime's IPO surprisingly soared to $27 per share, raising eyebrows about the tech IPO climate. Meanwhile, Y Combinator showcased startups harnessing 'agentic' AI for automation in the gig economy. And Jony Ive's collaboration with Rivian on an electric bike merges high design with practicality, promising exciting shifts in micromobility. Buckle up for thrilling changes ahead!
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33 snips
Jun 11, 2025 • 27min

Fiverr’s CEO on why AI is coming for everyone

Micha Kaufman, the seasoned CEO of Fiverr, dives into the transformative impact of generative AI on the workforce. He asserts that adapting to AI tools is vital for job security, warning that complacency could lead to being left behind. Kaufman discusses how AI can raise the standard across industries while emphasizing the unique value that top talent can still offer. He also addresses the challenges faced by new graduates in this evolving job market, highlighting the importance of proactive skill development for future success.
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105 snips
Jun 6, 2025 • 30min

Inside Anthropic's AI Ambitions with Jared Kaplan

Jared Kaplan, Co-founder and Chief Science Officer at Anthropic, dives deep into the future of AI. He shares Anthropic’s shift from chatbots to agentic systems designed for real tasks. Kaplan discusses partnerships, including one with Apple for innovative software, and emphasizes the need for trust in AI development. The conversation also touches on the importance of safety measures and transparency in the industry, addressing challenges like scaling laws and the ethical implications of data use in model training.
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26 snips
Jun 4, 2025 • 30min

CrowdStrike’s former CTO on cyber rivalries and how automation can undermine security for early-stage startups

Dmitri Alperovitch, co-founder and former CTO of CrowdStrike, dives into the tumultuous world of cybersecurity and its implications for startups. He highlights key missteps regarding security that early-stage founders often make while racing to build. Alperovitch discusses how global rivalries, particularly with China, are reshaping innovation and outlines what investors seek in cybersecurity ventures today. He also warns of the dual-edged sword of AI, which can both bolster defenses and introduce new vulnerabilities.
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10 snips
May 30, 2025 • 30min

Elon dips from DOGE, and Silicon Valley enters the 'find out' stage

Elon Musk steps away from DOGE, marking a shift in his political ties. Meanwhile, GameStop dives into Bitcoin, echoing trends from 2021. Neuralink secures $600 million, aiming for breakthroughs in brain-computer interfaces. A landmark AI licensing deal between The New York Times and Amazon reshapes content creation in the digital age. Lastly, Nvidia presents a surprisingly optimistic outlook despite mixed earnings. Dive into the interplay of tech, politics, and innovation in this captivating discussion!
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14 snips
May 28, 2025 • 25min

What founders need to know about tech’s growing influence in D.C.

Daniel Weiner, Director of the Brennan Center’s Elections and Government Program, dives into the growing influence of tech in Washington. He discusses how companies like SpaceX and Palantir have utilized insider networks for major defense contracts. The conversation also addresses changing ethics safeguards for founders, revealing their implications for fair competition. Weiner highlights the complex relationship between tech entrepreneurs and government, emphasizing the need for awareness of governance intricacies and the risks of a tech-centric approach to democracy.

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