Wiz investor unpacks Google’s $32B acquisition
Shardul Shah of Index Ventures walks us through Google’s biggest acquisition ever.
Equity podcast
Flapping Airplanes on the future of AI: ‘We want to try really radically different things’
“We’re exploring a different set of tradeoffs.”
Why this VC thinks 2026 will be ‘the year of the consumer’
AI adoption in enterprise is stalling as companies don’t know where to start. Vanessa Larco of Premise VC thinks 2026 will be the year of the consumer.
Where VCs think AI startups can win, even with OpenAI in the game
Vanessa Larco, partner at Premise and former partner at NEA, thinks 2026 will finally be the year of consumer AI. Larco, who’s been investing in consumer and prosumer for years, thinks we’re about to see a shift in how consumers spend time online, with AI powering “concierge-like” services. The question is, will legacy consumer products […]
Breaking down the boom in the Nordic’s startup ecosystem
On this week’s Equity, we sat down with Dennis Green-Lieber, the founder of the AI company Propane, to talk about the booming success of the Nordic ecosystem.
Why January Ventures is funding underrepresented AI founders
While everyone’s chasing the next AI infrastructure play in San Francisco, some of the most defensible AI companies are being built by founders with deep expertise in legacy industries — and they’re not getting funded. January Ventures aims to fill that gap, writing pre-seed checks for underrepresented founders transforming healthcare, manufacturing, and supply chain with […]
The circular money problem at the heart of AI’s biggest deals
SoftBank and OpenAI announced a new 50-50 joint venture this week to sell enterprise AI tools in Japan under the brand “Crystal Intelligence.” On paper, it’s a straightforward international expansion deal. But SoftBank’s role as a major investor in OpenAI is raising questions about whether AI’s biggest deals are creating real economic value or just moving money in circles. […]
A better way of thinking about the AI bubble
AI isn’t all or nothing, and even good bets can turn sour if you aren’t careful about how you make them.
Startups and the U.S. government: It’s getting complicated
Equity co-hosts Anthony Ha, Kirsten Korosec, and Max Zeff explore the how startups are navigating a topsy-turvy relationship with the U.S. government.
What’s behind the massive AI data center headlines?
This week on Equity, Anthony Ha and Max Zeff go beyond the headlines to break down what’s really going on in these AI infrastructure deals.