Equity

TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Sean O'Kane, Theresa Loconsolo
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54 snips
Jul 10, 2026 • 38min

Open source AI matters more than ever, according to Hugging Face's Clem Delangue

Clem Delangue, co-founder and CEO of Hugging Face, a platform that shares AI models and datasets. He talks about the explosive growth of open-source models and why companies move from APIs to open models as costs scale. He discusses China's lead in open-model downloads, the risks of concentrated AI power, and why robotics needs especially transparent, open AI.
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9 snips
Jul 8, 2026 • 26min

Your gaming data could be the secret to AGI, according to this Bezos-backed startup

Pim de Witte, CEO of General Intuition and leader of a Bezos-backed spinout building world models from gaming data. He explains why game footage can teach AI about space and motion, how eight minutes of real data enabled robot navigation, the fundraising and independence choice, and the Nerve marketplace linking gamers to AI work.
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24 snips
Jul 3, 2026 • 16min

Best of Build Mode: Think like a VC

Paul Irving, partner at GTMfund, cuts to GTM signals and AI-native distribution. Ross Fubini, managing partner at XYZ VC, explains a fund’s unique value-add around raising the next round. Yuri Sagalov, managing director at General Catalyst, outlines investor types and founder-fit considerations. They discuss choosing investors, differentiated go-to-market moves, ICP focus, and follow-on dynamics.
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6 snips
Jul 1, 2026 • 29min

Humble Robotics’ CEO says the tech finally caught up to the vision for autonomous vehicles

Eyal Cohen, founder and CEO of Humble Robotics and longtime autonomous-vehicle and electrification entrepreneur. He recounts two decades in robotics and why a cabless electric hauler is now plausible. He discusses how modern vision models replace months of hand-engineering. He also talks about sensor choices, the camera-versus-lidar debate, and why culture wins in recruiting robotics talent.
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51 snips
Jun 26, 2026 • 36min

OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia yet

OpenAI revealed Jalapeño, a custom inference chip made with Broadcom, as part of a broader move away from single-supplier reliance. The conversation covers why firms build in-house silicon, memory and cost pressures, and what performance proof OpenAI needs. They also discuss Groq’s $650M raise, nascent neocloud compute models, agent ‘loops,’ humanoid robot SPAC plans, and A24 teaming with DeepMind for filmmaker tools.
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34 snips
Jun 24, 2026 • 43min

What if the AI giants are building the roads, not the destinations? Chi-Hua Chien thinks he knows who wins

Chi‑Hua Chien, co‑founder of Goodwater Capital and long‑time Silicon Valley investor, shares perspectives from sourcing early Facebook to backing consumer and AI startups. He discusses why AI apps may capture long‑term value, rising valuations tied to revenue per employee, hyper‑personalized entertainment and health products, voice agents and local models, and the promise of tech that helps people reconnect offline.
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61 snips
Jun 19, 2026 • 33min

The US banned Anthropic's Fable 5 release, but the numbers don't seem to care

The team unpacks the US order forcing Anthropic to pull Fable 5 and Mythos 5 and the national security debate around jailbreaks. They explore whether the controversy could actually boost Anthropic’s numbers. The conversation also covers the UK plan to restrict social media for under-16s and SpaceX’s massive Cursor acquisition plus Bezos’s $12B bet on a physical-AI startup.
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50 snips
Jun 17, 2026 • 35min

NEA's Tiffany Luck on AI IPOs, personal agents, and the ROI reckoning

Tiffany Luck, NEA partner who backs early-stage AI and B2B SaaS with prior roles at Amazon and Lot18. She discusses the shift from tokenmaxxing to measuring AI ROI. Short takes on personal agents and the “magic moments” they must create. Thoughts on this year’s AI IPO landscape. How startups and enterprises are mixing models, routing traffic, and building observability for AI spend.
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33 snips
Jun 12, 2026 • 20min

The SpaceX IPO has finally arrived

Russell Brandom, tech journalist and AI editor known for clear analysis of AI and tech policy. He walks through SpaceX’s $2T IPO debut, the trading hiccups and tiny float that skew prices. He examines insider sales, complex secondary deals, and how SpaceX’s orbital compute and Starlink tie into the AI race.
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29 snips
Jun 12, 2026 • 34min

It’s hot IPO summer, and the MANGOS are ripe

The hosts unpack a fresh IPO wave led by big AI and space players, nicknamed MANGOS. They dig into Waymo buying Apple’s Arizona test site and what that means for self‑driving efforts. A huge Google‑SpaceX compute deal gets scrutinized for how it reshapes SpaceX’s business. Pop culture and legal oddities around SBF and a Zuckerberg biopic add unexpected color.

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