Equity

A week after an Anthropic researcher's doomsday warning rattled the AI world, the company's CEO Dario Amodei has outlined his plan to “pace the frontier” of AI development. On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into whether companies can agree on what slowing down means and who gets to police it. Plus, WordPress parent Automattic's boardroom coup, and a couple of the week's biggest deals.

Fortell co-founder and CEO Matthew de Jonge joins Equity to dig into how the startup raised $163 million to take on a hearing aid market dominated by five companies, and why investors think AI can change it.

An Anthropic researcher resigned this week, warning in a post on X that the company is “racing straight to self-improving superintelligence and gambling with our lives”. The company's own alignment lead even co-signed the message rather than walking it back. It's the kind of doomer warning the AI industry has flirted with before, but the timing, with Anthropic reportedly preparing for an IPO, makes it land differently. On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the latest AI safety warning and what it says about the industry's race toward increasingly capable models. Plus, Apple's first big event under new CEO John Ternus and more of the week's headlines. Listen to the full episode to hear more about: Why Apple leaned hard into AI at its hardware event, and how always-on features baked into the Watch and AirPods may matter more than the splashy new foldable iPhone How Stokes Space's $1 billion raise reflects a launch market that's suddenly wide open now that SpaceX is winding down its Falcon rockets Why investors poured $2 billion into coding startup Cognition at a $48 billion valuation, and what it says about how much room VCs think is left in AI coding What a $50 million seed round for floating nuclear reactors says about the scramble to power AI data centers Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Chapters: 00:00 Intro 3:28 Anthropic researcher's resignation warning 9:33 What's actually being done about AI risk? 15:56 Apple's AI-first hardware event 19:56 The case against a standalone AI wearable 21:53 Always-on listening: watch, AirPods, and privacy tradeoffs 26:43 The foldable iPhone's odds 27:16 Stoke Space raises $1B for a reusable rocket 31:17 Cognition raises $2B, betting on room for more AI coding players 34:13 BlueCore Energy's floating nuclear reactors 37:38 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

As AI companies race toward superintelligence, governments are starting to push back. ControlAI's Connor Leahy joins Equity to make the case for regulation and explain what's changing.

The Tim Cook Era has come to an end. The Equity podcast crew asks what John Ternus inherits at Apple as Nvidia expands beyond chips, robotaxis heat up, and VCs pour money into the next wave of AI hardware.