Equity

After years of chatbots and image generators, AI is finally leaving the screen. At CES 2026, that shift became impossible to ignore.    The annual tech showcase in Las Vegas was dominated by "physical AI" and robotics, from Boston Dynamic's newly redesigned Atlas humanoid robot to AI-powered ice makers (yes, really). The companies in attendance clearly want consumers to know: AI isn't just capable of answering questions anymore. It's ready to movecar parts in factories, catchcatching drones with net guns, and dance in automaker booths.    Today on TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane break down everything we saw at CES 2026 and more deals from the week that caught our eye.    Listen to the full episode to hear about:   Discord’s rumored IPO, years after shutting down a Microsoft acquisition  xAI's massive $20 billion raise and the dark side of Grok's content moderation failures  How Mobileye is getting into the humanoid robotics game with its acquisition of Mentee Robotics  OpenAI's potential shift toward audio-first, screenless AI experiences  Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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 like WebMD and TripAdvisor continue to exist as standalone apps, or will they just get absorbed into ChatGPT or Meta AI? And where can startups carve out an AI-powered niche for themselves?  Today on TechCrunch's Equity podcast, Rebecca Bellan sat down with Larco to talk about why consumer is back, what OpenAI won't kill, and where the real opportunities are hiding.  Listen to the full episode to hear about:  Why Larco thinks OpenAI won't build marketplace businesses that require managing real humans.  Larco’s take on "disposable software" and why AI apps “should be treated like Word docs.”  How Meta Ray-Ban smart glasses turned Larco into a believer in voice interfaces (and why she thinks screens are optional for most tasks).  More predictions for 2026, including another huge year for M&A.  What new business models stablecoins could unlock.   00:00 - Introduction   00:53 - Why founders are excited about consumer again   04:40 - The moat against OpenAI: Managing real humans   09:22 - Apps as disposable as Word docs   12:48 - Social media in the AI era  18:48 - Meta Ray-Bans and why wearables are actually good   23:35 - Stablecoins and consumer fintech opportunities   26:54 - M&A predictions for 2026  Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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Fizz is betting that Gen Z is tired of performing their lives on Instagram and TikTok.   What started as a pandemic-era group chat frustration has turned into the dominant social platform on college campuses across the US, focused on the 99% of life that doesn't make it into a highlight reel. Capturing the attention of a demographic typically glued to Instagram and TikTok, the app's hybrid anonymous model and hyperlocal focus has made it what Solomon calls "the biggest college social app since Facebook.”   Today we're bringing you a conversation that Dominic Madori Davis had with Fizz’s co-founder and CEO Teddy Solomon from this year's Disrupt, digging into why he thinks social media stopped being social.   Listen to the full episode to hear:  Why Solomon thinks Instagram and TikTok became pure entertainment platforms, and why that created an opening  How Fizz uses 7,000 volunteer student moderators plus AI to keep the platform safe  The company's expansion strategy beyond college and what "Global Fizz" actually means  Solomon’s case for why New York is a better place to build a consumer company than San Francisco  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 - Introduction   01:34 - What broke in social media   04:03 - Building for the 99% of life   07:29 - Content moderation at scale   11:16 - The risks of anonymous social   13:22 - Pandemic origins and IRL community   16:49 - Why the company moved to New York   19:45 - Scaling with "arguably the most retentive social product in history"   21:32 - Almost getting arrested at Pepperdine…for donuts  26:09 - The future of social media  Learn more about your ad choices. Visit megaphone.fm/adchoices

TechCrunch's Equity crew is bringing 2025 to a close and getting ahead on the year to come with our annual predictions episode! Hosts Kirsten Korosec, Anthony Ha, and Rebecca Bellan were joined by Build Mode host Isabelle Johansson to dissect the year's biggest tech developments, from mega AI funding rounds that defied expectations to the rise of "physical AI," and make their calls for 2026.  The group tackles everything from why AI agents didn't live up to the hype in 2025 (but probably will in 2026), to how Hollywood will push back against AI-generated content, to why VCs are facing a serious liquidity crisis.   Listen to the full episode to hear:  Why world models are the next big thing in AI and how they're different from large language models  The death of "stealth mode" for AI startups and the rise of alternative funding sources  Predictions on regulatory chaos around AI policy and what Trump's recent executive order means for startups  Hot takes on IPOs: Will OpenAI and Anthropic actually go public in 2026?  Rapid-fire predictions including Johnny Ive and Sam Altman's inevitable public breakup, the return of dumb phones, and why everyone will be calling themselves "AI native"  What's coming in Build Mode season 2: A deep dive into team building, hiring, and finding co-founders  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 - Introduction   01:43 - Rating our 2025 predictions   04:19 - Funding in the bubble era   06:35 - World models and the future of AI   09:05 - The year of AI agents (for real this time)   11:58 - Physical AI everywhere   15:19 - AI meets Hollywood   16:25 - Regulatory chaos and federal preemption   18:34 - The liquidity crisis and LP direct investing   22:19 - IPO predictions for 2026   23:57 - Startup trends for 2026  27:06 - Buzzwords we're sick of hearing   28:15 - Rapid fire predictions   32:50 - What's next for Build Mode  Learn more about your ad choices. Visit megaphone.fm/adchoices