Equity podcast

Nothing wants your money, AWS wants your trust, and Spotify wants your data

AWS announced a wave of new AI agent tools at re:Invent 2025, but can Amazon actually catch up to the AI leaders? While the cloud giant is betting big on enterprise AI with its third-gen chip and database discounts that got developers cheering, it’s still fighting to prove it can compete beyond infrastructure.  This week […]

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This VC charges $0 for PR, and has 12 unicorns to show for it

Tech is racing ahead while society struggles to keep up. Masha Bucher, founder and GP of Day One Ventures, built her firm around closing that gap by combining venture capital with hands-on PR to help portfolio companies not just raise money, but actually break through the noise.   Day One’s been an early backer of companies like World, Superhuman, and Remote.com, with 12

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Supabase CEO on the “painful” decisions that built a $5B company

Vibe coding has taken the tech industry by storm, and it’s not just the Lovables and Replits of the world that are winning. The startups building the infrastructure behind them are cashing in too.  Supabase, the open-source database platform that’s become the backend of choice for the vibe-coding world, raised $100 million at a $5 billion valuation just months after closing $200 million at $2 billion. But co-founder and CEO

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The Nordic startup scene has quietly become one of tech’s fastest-growing hubs

Ten years ago, raising €1 million in Copenhagen was enough to make waves in the region’s tech scene. Today, the Nordics are turning out billion-dollar companies like Lovable — which hit $200 million in revenue just 12 months after launching.  Dennis Green-Lieber, founder of AI-powered customer intelligence platform Propane, has had a front-row seat to that shift

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Why January Ventures is funding underrepresented AI founders

While everyone’s chasing the next AI infrastructure play in San Francisco, some of the most defensible AI companies are being built by founders with deep expertise in legacy industries — and they’re not getting funded. January Ventures aims to fill that gap, writing pre-seed checks for underrepresented founders transforming healthcare, manufacturing, and supply chain with

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The circular money problem at the heart of AI’s biggest deals

SoftBank and OpenAI announced a new 50-50 joint venture this week to sell enterprise AI tools in Japan under the brand “Crystal Intelligence.” On paper, it’s a straightforward international expansion deal. But SoftBank’s role as a major investor in OpenAI is raising questions about whether AI’s biggest deals are creating real economic value or just moving money in circles. 

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SoftBank is back, and the AI hype cycle is eating itself

SoftBank and OpenAI announced a new 50-50 joint venture this week to sell enterprise AI tools in Japan under the brand “Crystal Intelligence.” On paper, it’s a straightforward international expansion deal. But SoftBank’s role as a major investor in OpenAI is raising questions about whether AI’s biggest deals are creating real economic value or just moving money in circles. 

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From Air Force officer to space defense CEO: Why Even Rogers left to build weapons for orbit

Even Rodgers spent a decade as an Air Force weapons officer watching China and Russia build space weapons while the U.S. had “nothing in our arsenal.” So he left the military to solve the problem himself.  Now, as co-founder and CEO of True Anomaly, he’s building the first exclusively defense-focused space superiority company, developing autonomous spacecraft, sensors, and software designed specifically for military engagements

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