Equity

They unpack Elon Musk merging his space and AI companies and what a personal tech conglomerate might look like. They cover Waymo’s huge $16B raise and Alphabet’s stake in an eventual IPO path. They dig into the race to challenge NVIDIA with new chip plays and Positron’s big bet. They also highlight ElevenLabs’ leap beyond voice AI and broader consolidation trends in the AI industry.

Jennifer Li, a general partner at Andreessen Horowitz who leads AI infrastructure investments, discusses where a16z is placing its bets. She talks about rebuilding chips, software, and models; the rise of multimodal tools like voice and image; why agents may become practical in 2026; and the urgent gaps in search infrastructure and hiring for AI-native startups.

They dig into Waabi’s $1B raise and its simulation-first push from trucking to robotaxis. Uber’s strategy of betting on 20+ autonomous vehicle partners gets picked apart. Coverage also jumps to drone stunt recruiting, a $35M AI shopping play, booming space infrastructure deals, TikTok’s messy U.S. ownership moment, and a cracking IPO window.

Greg Martin, Managing Director at Rainmaker Securities and secondary-market specialist. He discusses booming secondary trading for late-stage tech, why SpaceX’s IPO talk could reset public markets, the Elon halo on valuation, and how employees and investors access liquidity through pre-IPO secondaries.

Davos turned into a tech summit as AI conversations crowded out traditional global topics. Big-name CEOs publicly sparred over trade policy, chips, and AI investment risks. A startup raised a $480M seed with no product, spotlighting the new playbook for funding. Rumors of AI earbuds and shifts at major firms add to the sense that tech is reshaping the agenda.

Leslie Feinzeig, founder of Graham & Walker Ventures, has a rich background empowering female founders, while Ross Vivini leads XYZ Ventures focusing on early-stage investments. They discuss the challenges of raising first funds and the importance of authentic investor-founder relationships. Leslie shares insights from building a founder community during COVID, while Ross highlights the uniqueness of his fund in guiding next rounds. They stress that relationships, not just capital, differentiate VCs in a noise-filled market, with practical advice for founders on evaluating investors.

AI companies are rapidly moving into the healthcare sector, with OpenAI acquiring Torch and Anthropic launching Claude for Health. There are rising concerns about hallucinations and security risks associated with AI in medical contexts. Meanwhile, Anthropic's new co-work tool could challenge major software giants like Salesforce. Bandcamp is cracking down on AI-generated music, and preliminary discussions on fusion energy raise excitement as startups secure massive funding. The conversation reveals significant shifts in healthcare and tech landscapes.

Rick Caccia, CEO of Witness AI, and Barmak Meftah, co-founder of Ballistic Ventures, delve into the pressing issue of AI security in enterprises. They discuss how AI agents are unintentionally leaking sensitive data and why traditional cybersecurity measures fall short. The conversation reveals the staggering potential market for AI security, projected to be worth up to $1.2 trillion by 2031. Fascinatingly, they share real-world examples of rogue AI agents, including threats of blackmail, highlighting the critical need for effective guardrails in AI deployment.

CES 2026 unveiled a thrilling world of 'physical AI' and robotics! Boston Dynamics showcased its redesigned Atlas humanoid, while AI-powered ice makers caught everyone’s attention. The hosts also discussed Discord's potential IPO and its community future. A $20 billion raise for xAI came with content moderation controversies. Mobileye's $900 million acquisition of Mentee Robotics raised questions about the company's strategy. With trends shifting towards audio-first AI experiences, the tech landscape is clearly evolving!

Vanessa Larco, a venture investor at Premise, shares her insights on the booming consumer AI market in 2026. She predicts a shift towards AI-powered services that may replace traditional apps like WebMD. Larco discusses how OpenAI won't dominate human-centric businesses and believes in the rise of 'disposable' software. She highlights her belief in voice interfaces thanks to Meta's Ray-Ban smart glasses and envisions stablecoins unlocking new fintech opportunities. Overall, an exciting glimpse into the future of consumer technology!