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Everyone from OpenAI to SpaceX is building their own chips | Equity Podcast

OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware…

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OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clean break and more of a hedge. Custom silicon means more control, hardware tuned to specific needs, and the kind of performance gains Apple unlocked when it ditched Intel.

On this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what the custom chip trend means for the industry and a few deals of the week.

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

01:28 OpenAI’s Jalapeno chip and the race for custom silicon

07:33 Memory chip crunch and rising costs for consumers

09:12 Nvidia, Grok, and the neocloud pivot

13:18 What’s the point of data centers in space?

18:25 AI agent loops: hype or next big thing?

27:56 Agility Robotics goes public via SPAC

32:49 A24 takes Google DeepMind investment

35:47 Outro

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5 Comments

5 Comments

  1. @Cloudshalla

    June 27, 2026 at 11:28 pm

    Loved this video on “Everyone from OpenAI to SpaceX is building their own chips”. If anyone is looking for cloud jobs, CloudShalla has a ton of listings right now. Keep it up!

  2. @---jc7pi

    June 28, 2026 at 8:20 am

    They still have to go to TSMC, so they save some amount of margin but really not that much. And if its just a few % worse, its going to cost them billions. Also, wants you go there, you have to keep doing it every 2 years.

  3. @TheBHAitken

    June 28, 2026 at 11:00 am

    LOL Nvidia/Jensen forgot that AI designs chips….

  4. @davidlt

    June 28, 2026 at 2:49 pm

    Since most model providers have or will have soonish a good enough intelligence we are moving from “more training hardware” to “more inference hardware”. All major hyperscalers have their own chips, even Google split their TPUs into training and inference instead of one. You are selling inference (tokens, and tokens/s) so you want to be more vertically integrated here, optimize it as much as possible to get profitability (hopefully).

  5. @anthenslawyergr

    June 28, 2026 at 4:18 pm

    History keeps repeating its self whoever owns the stack usually owns de margin🤔💯

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CNET

Unboxing the $120 Clicks Power Keyboard

Let your thumbs fly! 👍🏽 The Clicks Power Keyboard works on iPhone and Android phones with Qi wireless charging, like the iPhone Air or iPhone Pro Max as well as the Pixel 10 Pro. Not only is it a nifty Bluetooth keyboard, it can also charge your phone with its 2300mAh battery. Let’s unbox it…

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Let your thumbs fly! 👍🏽

The Clicks Power Keyboard works on iPhone and Android phones with Qi wireless charging, like the iPhone Air or iPhone Pro Max as well as the Pixel 10 Pro. Not only is it a nifty Bluetooth keyboard, it can also charge your phone with its 2300mAh battery. Let’s unbox it with CNET Director of Content Patrick Holland.

📽️: Faith Chihil #allthingsmobile #unboxing #clickskeyboard #clicks #keyboard #clickspowerkeyboard

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Science & Technology

Lightspeed is building its edge on followers, not just funds | Equity Podcast

Venture firms are turning to creators to build trust with the next generation of founders before a check is ever written. It’s a trend that’s been building with a16z’s acquisition of Erik Torenberg’s Turpentine podcast and OpenAI’s acquisition of TBPN. Lightspeed Venture Partners just made its own notable hire in that vein, bringing on Claire…

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Venture firms are turning to creators to build trust with the next generation of founders before a check is ever written. It’s a trend that’s been building with a16z’s acquisition of Erik Torenberg’s Turpentine podcast and OpenAI’s acquisition of TBPN. Lightspeed Venture Partners just made its own notable hire in that vein, bringing on Claire Zau, a seed investor with a major following on Instagram and TikTok, to source deals and co-host the firm’s new show, Lightwork, alongside CMO Josh Machiz.

On this episode of TechCrunch’s Equity podcast, Dominic-Madori Davis is joined by Zau and Machiz to dive deep into whether the “creator-investor” is becoming a real function in venture or just something firms are still trying to figure out.

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

1:03 Getting hired…via Instagram DM

3:36 Creating for the tech-curious, not just tech Twitter

8:12 What Instagram taught Claire about Gen Z and AI

10:44 Does audience feedback shape investment decisions?

11:19 Do founders now expect investors to be creators?

13:13 Inside the editing grind: hours per video

15:42 Who’s actually doing creator VC well right now

18:52 The risk of being taken less seriously

21:41 Measuring ROI: brand awareness and founder conversion

27:41 What’s next for Lightspeed’s media empire

29:22 Outro

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CNET

Google Demos Google Glass in 2012 by Jumping Out of a Plane | CNET Archives

At Google I/O in June, 2012, co-founder Sergey Brin showcased Project Glass by streaming live Hangout footage of skydivers jumping from a plane while wearing the smart spectacles. Read more about it on CNET.com Everything We Know About Google’s Upcoming Smart Glasses Ahead of I/O 0:00 Sergey Brin interrupts the presentation for a special demo…

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At Google I/O in June, 2012, co-founder Sergey Brin showcased Project Glass by streaming live Hangout footage of skydivers jumping from a plane while wearing the smart spectacles.

Read more about it on CNET.com
Everything We Know About Google’s Upcoming Smart Glasses Ahead of I/O

0:00 Sergey Brin interrupts the presentation for a special demo
0:46 Sergey connects with skydivers via a Google Glass Hangout
1:58 The view from a mile above the Moscone Center
2:49 The airplane doors open
3:15 Skydivers exit the plane and fly over San Francisco
4:02 Parachutes deploy
5:07 Skydivers land on the roof of the Moscone Center
6:01 Bikers receive the Google Glass unit on the roof
6:21 Rappelling down the side of the building
7:05 The final bike ride through the conference hall
7:37 The Google Glass unit successfully arrives on stage

Video Credits
Video Editor – Vatsal Upadhyay
Thumbnail Designer – Tharon Green

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#google #smartglasses #skydiving #googleglass #googleio #sergeybrin

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