What could be more frightening than Friday the 13th? How about a realization that AI is in its awkward tween stage? At least, it was for the TC Equity pod crew, which this week included hosts Devin Coldewey and Kirsten Korosec along with TC reporters Tim de Chant and Dominic Madori Davis.
AI is often a topic over here at Equity Pod; and this week was no diff ... Show More
Jun 3
Every defense startup wants to be the next Anduril. Here's what one of its earliest backers is looking for now.
Defense tech is red hot right now, with a proposed 40% increase to the federal defense budget, Anduril doubling its valuation to $61 billion, and a wave of startups chasing government contracts. But according to Ross Fubini, the venture investor who wrote Anduril's first check, m ... Show More
38m 48s
May 29
Does your CEO have AI psychosis? Aaron Levie thinks most of them do.
The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of "AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, t ... Show More
38m 2s
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Oct 2025
Amazon’s “Age of Efficiency,” LLM distribution, AI wearable worries, and more with Elad Gil | E2197
Today’s show:*Amazon’s dropping a LOT of employees for AI and robots… are Jason’s darkest predictions coming true?Legendary investor Elad Gil joins Jason and Alex for the full show today! Together, they’re digging into the Amazon news, looking back at Jason’s predictions from jus ... Show More
1h 23m
Oct 2025
Google Part III: The AI Company
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis H ... Show More
4h 3m
Sep 2025
The Common Thread of All Technology: Monitoring the Situation, Ep.1
<p>Announcing our new show, Monitoring the Situation, hosted by a16z General Partners Erik Torenberg and Katherine Boyle, with guest Eddie Lazzarin, CTO of a16z crypto. </p><p>In this first episode, we ask how American Dynamism, consumer, games, and crypto all fit together, from ... Show More
1 h
Feb 2025
The high stakes for AI Alexa
AI will fix everything, right? In this episode, friend of The Verge (and Waveform co-host) David Imel joins Nilay and David to talk all about Alexa Plus, and the AI-powered voice assistant Amazon thinks can do everything from turn on your lights to order your friend an Uber. The ... Show More
1h 56m
Sep 2024
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.
Afte ... Show More
1h 3m
Sep 2025
Software finally eats services - Aaron Levie
<p>Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups?</p><p>Erik Toren ... Show More
59m 33s
Feb 2025
#63 AI is changing ANIMATION Forever with Move AI CEO
Tino Millar is the Co-founder & CEO of Move AI, a company using artificial intelligence to capture human motion from video—no suits, no sensors, just videos. Move AI is making high-quality motion capture more accessible for creators in gaming, film, and sports. In this episode, T ... Show More
1 h