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About this episode

This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet.

We are heading into a simply crazy week, so make sure that you keep Twitter pulled up as often as you can. Why?

Alright! That's our show! Let's get to work!

Up next
Yesterday
Is SaaS on its way out? The future belongs to agents, according to Narada AI's CEO
“SaaS is going away,” says Dave Park, co-founder and CEO of Narada AI. The company is betting on a future where AI agents, not humans, navigate enterprise software on our behalf. Today on Equity, Park joins Rebecca Bellan on Equity to talk about the rise of agentic AI, what it ac ... Show More
25m 29s
Jul 3
Why Cloudflare wants AI companies to pay for content
Cloudflare wants AI companies to pay up. The cloud infrastructure provider is launching a new experiment called Pay per Crawl that would let publishers charge AI firms every time their bots scrape a site, and it could reshape how content is accessed and monetized online. Today on ... Show More
28m 1s
Jun 27
Big Tech lands an early win in legal battles against publishers
This week, two major AI companies scored early wins in court, with federal judges siding with Meta and Anthropic in separate lawsuits over how their models were trained on copyrighted material. The decisions represent the first real legal validation of AI companies’ argument that ... Show More
35m 31s
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Mar 2023
The Week Ahead: Fed Meeting, AI 'Megatrend'
The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edge. Nike (NKE) is expected to post its fiscal third quarter update. And, NVIDIA (NVDA) will present its latest advancements in AI this week, and analysts sa ... Show More
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Apr 2023
CPI Day
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Catalyst Watch: Heat waves and the economy
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Jan 2024
Microsoft becomes the world’s largest company
US equities rallied last week on growing expectations of lower interest rates and Microsoft became the largest company by market capitalisation. The earnings season kicked off in earnest on Friday with the major banks including JPMorgan reporting, and this will be followed by Mor ... Show More
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Apr 2024
T+0 is Sebi's Quick Commerce Moment
Indian stock market is testing for same-day trade settlement (T+0), which will make it among the fastest stock markets in the world: faster than Wall Street which takes 2 days to settle trades. While still optional and limited to a few stocks, it’s an aggressive move. The layers ... Show More
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May 2023
MM113: Nvidia's blowout earnings & is the bear market rally about to end?
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38m 47s