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Everyone wants a piece of the enterprise AI pie, and this week, we saw a string of companies making their moves. From Anthropic and OpenAI announcing new joint ventures targeting enterprise AI deployment to SAP dropping $1B on German AI startup Prior Labs, it's becoming clear that if you're a startup building enterprise tools, you're likely an acquisition target.
On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the week's enterprise AI deals, the xAI-Anthropic compute arrangement, and what it all means ahead of what could be a big IPO season.
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
00:31 Spirit Airlines & the crowdfunded "people's airline"
03:25 xAI x Anthropic deal: is xAI becoming a NEO cloud?
13:47 Haun Ventures & a16z's crypto comeback
17:48 Aurora Innovation lands a commercial trucking contract
19:27 A big week for enterprise AI: who's actually making money?
26:45 The Pentagon's AI spending spree
31:04 Outro
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