Equity Podcast

LMArena (now just Arena) has become the AI industry's top leaderboard. CEO @ml_angelopoulos walks us through how @arena remains neutral in its rankings, even though it partners with/accepts money from the top AI labs. This week on @EquityPod

"Wiz is at the center of three tailwinds: AI, cloud, and security spend." @shardul_shah on why Google's $32 billion acquisition of Wiz makes it the "deal of the century," or at least the deal of the month.

Listen to the full @EquityPod episode for a breakdown of Meta's Moltbook acquisition, Anthropic's beef with the DOD, the AI note-taking wearables raising $$$, and more. techcrunch.com/podcast/wizs-f…

Wiz investor unpacks Google’s $32B acquisition techcrunch.com/2026/03/15/wiz…

ByteDance reportedly pauses global launch of its Seedance 2.0 video generator techcrunch.com/2026/03/15/byt…

The billionaires made a promise — now some want out techcrunch.com/2026/03/15/the…

A successful Shark Tank appearance doesn't create a deal the next day. For @DrinkPoppi co-founder Allison Ellsworth, it took much longer for "I'm in" to become "I'm funded." @EquityPod explores Poppi's ascent in our latest episode: spr.ly/6010B6J61G

Meta didn’t buy Moltbook for bots — it bought into the agentic web techcrunch.com/2026/03/11/met…

VC mega funds are back with General Catalyst, Spark rumored to be raising billions techcrunch.com/2026/03/11/vc-…

Contracts take forever to get baked in at the government level. So terms changing mid-contract? Not normal. @EquityPod explains why startups chasing defense dollars should pay attention to Anthropic vs the Pentagon. spr.ly/6013B66g6X

Will the Pentagon’s Anthropic controversy scare startups away from defense work? techcrunch.com/2026/03/08/wil…

Palmer Luckey’s retro gaming startup ModRetro reportedly seeks funding at $1B valuation techcrunch.com/2026/03/08/pal…

Lio raises $30M from Andreessen Horowitz and others to automate enterprise procurement techcrunch.com/2026/03/05/lio…

@AlexBores was the first target of a Silicon Valley-backed pro-AI super PAC after he sponsored New York's first AI safety bill. Another Anthropic-backed PAC has come in to to support him. We dive into it all on today's @EquityPod techcrunch.com/podcast/whos-r… via @techcrunch

Dueling PACs backed by leaders of OpenAI, Anthropic, and Meta are pouring money into influencing the AI debate. And that debate isn't about what regulation looks like. It's whether it exists at all, NY Assembly member @AlexBores tells @EquityPod: spr.ly/6010haklC

Netflix backs out of bid for Warner Bros. Discovery, giving studios, HBO, and CNN to Ellison-owned Paramount techcrunch.com/2026/02/26/net…

Plaid valued at $8B in employee share sale techcrunch.com/2026/02/26/pla…

OpenAI raises $110B in one of the largest private funding rounds in history techcrunch.com/2026/02/27/ope…

Anthropic won’t budge as Pentagon escalates AI dispute techcrunch.com/2026/02/24/ant… via @techcrunch

Bitcoin is down. ETHDenver was a ghost town. And crypto startups aren't getting checks. Is the crypto hype over? @jacqmelinek and I discuss on this week's episode of @EquityPod