Equity

The PhD students who became the judges of the AI industry

Wiz's first investor breaks down Google's $32B acquisition

The episode examines critical developments in the tech and startup landscape, starting with a security breach involving a former DOGE employee who allegedly misappropriated Social Security data. The conversation shifts to the proliferation of AI-driven voice recording hardware, such as Taya and Sandbar, and the commerc...

How Poppi went from a Shark Tank pitch to a $1.95B exit

Anthropic vs. the Pentagon, the SaaSpocalypse, and why competitions is good, actually

How PopSockets broke the VC-backed consumer hardware mold

Who's really running AI? Inside the billion-dollar battle over regulation, with Alex Bores

Is crypto growing up? Tether risk, Stripe’s stablecoin play, and the GENIUS Act explained

Build Mode: Compensation, culture, and cap tables with Yuri Sagalov, GeneralCatalyst

Why creators are ditching ad revenue for chocolate bars and fintech acquisitions

Google Cloud's VP for startups on reading your "check engine light" before it's too late

AI burnout, billion-dollar bets, and Silicon Valley's Epstein problem

The Equity podcast explores recent trends in technology investment, spotlighting deals involving Aptronic, a humanoid robotics company, and Inertia Enterprises, a fusion energy startup. The discussion questions whether investors are genuinely interested in the technology's potential or simply chasing the latest trends,...

Glean’s fight to own the AI layer inside every company

Glean CEO Arvind Jain discusses the evolution of enterprise AI from simple chatbots to comprehensive AI work assistants. Glean, initially an enterprise search product, now functions as an AI platform that drives AI transformation within businesses. A key advantage for Glean is its early start in holistically understand...

This Sequoia-backed lab thinks the brain is 'the floor, not the ceiling' for AI

Flapping Airplanes' founders—Asher Spector, Benjamin, and Aidan Smith—discuss their research-driven AI startup's focus on data-efficient training methods for large language models. They aim to bridge the gap between current AI models trained on vast datasets and the human mind's learning efficiency. The founders emphas...

How far will Elon Musk take the ‘everything’ business as SpaceX and xAI merge?

What a16z is actually funding (and what it's ignoring) when it comes to AI infra

Uber puts another chip on the self-driving roulette table

The SpaceX IPO could finally happen (and it's a big deal)

The conversation centers on the potential SpaceX IPO and the dynamics of the secondary market for private company shares. Greg Martin, Managing Director at Rainmaker Securities, explains how the increasing trend of companies staying private longer fuels the secondary market, driven by investor demand for access and sha...

AI CEOs transformed Davos into a tech conference

Build Mode: Capital is a commodity (but your investor relationships aren’t)

OpenAI and Anthropic are making their play for healthcare, and we're not surprised