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This week, the White House got nearly every major tech CEO in one room — Zuckerberg, Bezos, Musk, and Anthropic’s Dario Amodei among them — to sign an AI safety pledge that President Donald Trump called “morally binding.” Trump also signed an executive order officially rebranding AI as “super intelligence,” and meanwhile, Meta and OpenAI are putting friendlier faces on their AI products, even as the biggest money in AI still appears to be coming from the enterprise.
On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into this week’s AI moves, the ugly economics of consumer AI, plus the shifting IPO market and a handful of startup deals.
If you enjoy our show, join us at TechCrunch Disrupt 2026, where Equity will kick things off with a live episode on the Builders Stage at 9 a.m.
Get 25% off your tickets with code Equity25 at TechCrunch.com/events.
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You can also follow Equity on X and Threads, at @EquityPod.
Chapters:
00:00 Intro
0:53 TechCrunch Disrupt 2026
3:11 Trump, AI CEOs, and the era of “super intelligence”
11:09 Consumer AI gets a friendlier face with Muse and Dots
18:53 What Anthropic’s IPO plans say about the market
26:12 Quartermaster raises $140M to track what’s happening at sea
30:26 Ex-Tesla supply chain team builds Atomic
33:54 Charter Space brings insurance to the stars
36:02 Outro
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