Equity

TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Sean O'Kane, Theresa Loconsolo
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44 snips
Apr 8, 2026 • 27min

Snowflake’s transition from storing data to shipping with it

Sridhar Ramaswamy, CEO of Snowflake and former Google ads exec, describes a shift from chatbots to agentic AI that acts on governed enterprise data. He discusses new products like Cortex-Code and Project Snowwork. Short takes cover who benefits, governance and reliability, why many pilots fail, and how Snowflake is reorganizing to ship with data.
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64 snips
Apr 3, 2026 • 34min

Space: the final frontier of AI infrastructure

They debate OpenAI’s enormous $122B raise and what that valuation frenzy signals for AI growth expectations. They cover Whoop’s $575M bet on wearables and the privacy stakes of health data. They unpack Bluesky’s AI feed tool and the user backlash it provoked. They examine the push to build data centers in orbit and whether space-based compute is realistic.
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75 snips
Apr 1, 2026 • 32min

Why private wealth is cutting out the VC middleman

Ari Schottenstein, head of alternatives at Arena Private Wealth who sources direct deals; Mitch Stein, Arena founder modernizing private wealth and leading tech investments. They discuss family offices writing direct checks, taking board seats and incubating startups. They explain how Arena led a $230M Series B, how due diligence on technical AI firms works, and what red flags founders should watch for.
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61 snips
Mar 27, 2026 • 37min

VCs are betting billions on AI's next wave, so why is OpenAI killing Sora?

A landowner turns down a $26M AI data center offer, sparking local fights over water, zoning and real-world infrastructure. Big VCs are raising massive AI funds and debating whether the frenzy is sustainable. Drone startups are finding niche traction while acquisition and regulatory questions loom. OpenAI shuttering a consumer video app highlights rapid iteration and shifting priorities. Courts are rethinking platform accountability.
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57 snips
Mar 25, 2026 • 37min

ReelShort made $1.2 billion on werewolf romances. Watch Club wants to do it better.

Henry Soong, founder of Watch Club and builder of mobile-first teen micro dramas, discusses bringing grounded, social-native short shows to young audiences. He contrasts Chinese micro drama success with Quibi, explains Watch Club’s interactive but non-branching social features, and debates monetization, intentional design versus addictive feeds, and AI’s role in formulaic scripts.
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96 snips
Mar 20, 2026 • 38min

Nvidia has an OpenClaw strategy. Do you?

A deep dive into Nvidia's GTC playbook and its push to be foundational across AI, autonomous vehicles, and theme parks. A look at Travis Kalanick's robot ambitions and the risks tied to his comeback. Coverage of Uber and Rivian's $1.25B RoboTaxi pact and the production hurdles behind it. News on Frore’s AI chip cooling unicorn jump and xAI’s ongoing reboot drama.
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12 snips
Mar 18, 2026 • 26min

The PhD students who became the judges of the AI industry

Wei-Lin Chiang, Arena co-founder and CTO who built evaluation systems for LLMs and agents, and Anastasios Angelopoulos, Arena co-founder and former UC Berkeley PhD who created benchmarking platforms. They discuss how Arena measures real-world intelligence, preserves reproducibility and neutrality despite big lab funding, and expands from chat to agents, coding, and expert leaderboards.
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35 snips
Mar 13, 2026 • 41min

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

Shardul Shah, Partner at Index Ventures who led early investment in Wiz. He explains why Wiz landed a $32B takeover and its spot at the intersection of AI, cloud, and security. Short, sharp conversations cover founders rejecting an earlier offer, how Wiz will operate post-deal, and what this means for cyber M&A and future startups.
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22 snips
Mar 11, 2026 • 28min

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

Allison Ellsworth, co-founder of Poppi and former Shark Tank pitcher turned Shark, built a prebiotic soda from a kitchen fix to a $1.95B PepsiCo sale. She talks about launching during COVID, scaling with digital-first and TikTok-driven marketing, a last-minute Super Bowl play, preserving brand identity in an acquisition, and what she looks for when evaluating founders.
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30 snips
Mar 6, 2026 • 35min

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

They dig into the Pentagon’s split with Anthropic and what it means for military access to AI models. Streaming consolidation and Paramount’s Warner deal get a lively breakdown. They cover MyFitnessPal’s buy of Cal AI and Pinterest’s billion-dollar AI-driven shakeup. Big defense raises and the looming SaaSpocalypse round out the conversation.

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