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Are companies falling out of love with OpenAI? | Equity Podcast

Humanoid robotics company Figure raised eyebrows this week when it announced () it would be stepping away from a partnership with OpenAI in favor of building its own in-house AI models. Figure CEO Brett Adcock alluded to a “major breakthrough” in their own process and plans to unveil “something no one has ever seen on…

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Humanoid robotics company Figure raised eyebrows this week when it announced () it would be stepping away from a partnership with OpenAI in favor of building its own in-house AI models. Figure CEO Brett Adcock alluded to a “major breakthrough” in their own process and plans to unveil “something no one has ever seen on a humanoid” in the coming month. 

Figure isn’t the only company experimenting with non-OpenAI solutions either. Just last week, researchers from Stanford and the University of Washington demonstrated () that it’s possible to train a highly capable “reasoning” model for under $50 in cloud compute credits, a stark contrast to the costs often associated with OpenAI’s models.

TechCrunch’s Kirsten Korosec, Margaux MacColl, and Max Zeff are diving into the biggest news on today’s episode of Equity () , including how the tide could be changing for OpenAI. 

Listen to the full episode to hear about:

• Notable new hires in startups and venture, from Stripe’s new lead for ‘startup and VC partnerships’ () to Andreessen Horowitz’s controversial pick () for its American Dynamism team lead.

• Two space startups teaming up to build the next generation of telescopes () . 

• Elon Musk’s latest play, and how Silicon Valley is reacting to the tech bros taking over the federal government (.) .

Equity will be back next week, so don’t miss it!

Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. 

Subscribe to us on Apple Podcasts () , Overcast () , Spotify () and all the casts. You also can follow Equity on X () and Threads () , at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here () .

Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We’d also like to thank TechCrunch’s audience development team. Thank you so much for listening, and we’ll talk to you next time.

Learn more about your ad choices. Visit megaphone.fm/adchoices ()

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2 Comments

2 Comments

  1. @efiritamaradeinyefa1510

    February 7, 2025 at 11:32 am

    First viewer and first to comment ,feeling like fly

    Reply

  2. @gtleshow

    February 14, 2025 at 2:25 am

    Oh, so now companies are “falling out of love” with OpenAI? How adorably fickle.

    Reply

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Science & Technology

Meet the startup helping Wall Street put a price on AI compute | Equity Podcast

The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for…

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August 19, 2026

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The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for firms to hedge their exposure when the price changes.

Silicon Data just closed a $30 million Series A to change that. The startup aims to become the reference price for GPU rental and an index that a Wall Street futures contract would settle against. The company plans to launch its compute futures trading on the CME October 5th, pending regulatory approval.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan is joined by Steve Hou, head of research at Silicon Data, to discuss the health of the AI buildout, and why the data is telling a different story than the doom and gloom headlines about depreciating chips and stalled 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

0:59 Futures contracts explained

4:01 Can GPU compute actually be a commodity?

7:10 Who’s really trading these: hyperscalers, AI labs, and market makers

14:32 Locking in prices to make data center debt easier to swallow

18:21 Inside the pricing data

20:25 The A100 mystery: why an old chip is still in high demand

22:56 Do GPUs depreciate as fast as everyone thinks?

23:20 Making sense of the Texas and New York data center pauses

25:40 What the futures curve says about where prices are headed

28:01 Silicon Data’s $30M Series A and what’s next

30:36 Outro

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CNET

Is The $700 Samsung Galaxy Ultra 2 the Best Smartwatch on the Market?

Well, maybe if you have the budget for it. CNET lead #wearables writer Vanessa Hand Orellana loves the new AI features for hitting the trails, but if you’re a serious athlete there are some drawbacks. Watch ⌚ the full episode on CNET. Video Credits: Host: Vanessa Hand Orellana Scripted by: Vanessa Hand Orellana Producer: Celso…

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Well, maybe if you have the budget for it. CNET lead #wearables writer Vanessa Hand Orellana loves the new AI features for hitting the trails, but if you’re a serious athlete there are some drawbacks. Watch ⌚ the full episode on CNET.

Video Credits:
Host: Vanessa Hand Orellana
Scripted by: Vanessa Hand Orellana
Producer: Celso Bulgatti
Camera: Celso Bulgatti
Video Editor: Celso Bulgatti

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CNET

Galaxy Watch Ultra 2 Review: Samsung’s Best and Most Accurate Watch, but Is It Worth $700?

I tested its features, accuracy and battery life, and this is Samsung’s best watch yet. But it’s also the most expensive. Here’s who should splurge on the Ultra 2 and who’s better off with the Galaxy Watch 9. You can find the products mentioned in this article linked below Samsung Galaxy Watch Ultra2, Titanium Silver,…

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I tested its features, accuracy and battery life, and this is Samsung’s best watch yet. But it’s also the most expensive. Here’s who should splurge on the Ultra 2 and who’s better off with the Galaxy Watch 9.

You can find the products mentioned in this article linked below
Samsung Galaxy Watch Ultra2, Titanium Silver, 47mm
Samsung Galaxy Watch Ultra2, Titanium Gray, 47mm
*CNET may get a commission on these offers

Read more about the Samsung Galaxy Watch Ultra 2 on CNET.com:
Samsung Galaxy Watch Ultra 2 Review: Better Battery, Better Galaxy Watch

0:00 Intro
0:48 Galaxy Watch Ultra 2 Battery
1:16 Galaxy Watch Ultra 2 Processor
2:02 Galaxy Watch Ultra 2 Design
2:57 Trail Running with the Galaxy Watch Ultra 2
3:58 Diving with the Galaxy Watch Ultra 2
4:10 Galaxy Watch Ultra 2 Health Features
5:45 Galaxy Watch Ultra 2 Accuracy
6:21 Should You Buy the Galaxy Watch Ultra 2?

Video Credits:
Host: Vanessa Hand Orellana
Scripted by: Vanessa Hand Orellana
Producer: Celso Bulgatti
Camera: Celso Bulgatti
Video Editor: Celso Bulgatti
Thumbnail Designer: Zooey Liao

Add CNET as a trusted news source
Never miss a deal again! See CNET’s browser extension 👉
Check out CNET’s Amazon Storefront:
Subscribe to CNET on YouTube:
Follow us on TikTok:
Follow us on Instagram:
Follow us on Bluesky:
Like us on Facebook:
CNET’s AI Atlas:
Follow us on X:
Visit CNET.com:

#samsung #samsunggalaxy #galaxywatchultra2 #smartwatch #fitness

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