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NEA’s Tiffany Luck says enterprises are still figuring out their AI ROI | Equity Podcast

Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due. Uber reportedly blew through its annual AI budget in a few months, some companies cut Claude licenses for parts of their org, and Meta killed…

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Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due. Uber reportedly blew through its annual AI budget in a few months, some companies cut Claude licenses for parts of their org, and Meta killed its internal leaderboard.

This tension between hype and ROI is exactly where NEA partner Tiffany Luck lives these days. She got her start convincing companies that e-commerce was the future, and now she’s all in on AI, especially when it comes to the possibilities for “magic moments” in the consumer business.

On this episode of TechCrunch’s Equity podcast, Luck joins Rebecca Bellan to talk about the future of personal agents, her thoughts on this year’s AI IPOs, and how startups are stepping in to help enterprises track return on AI spend.

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

00:51 Tiffany Luck’s path from Lot18 to Amazon to VC

3:45 Magic moments: Waymo, healthcare, and the gap in personal agents

7:36 Privacy, security, and trusting AI with your life

10:39 IPO outlook: Anthropic vs. OpenAI on public markets

13:58 Compute, infrastructure, and where the value sits

15:41 What’s the ROI on tokenmaxxing?

27:07 Forward deployed engineers as a ‘Trojan horse’

32:49 Outro

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1 Comment

1 Comment

  1. @1o1carolina53

    June 17, 2026 at 3:09 pm

    Good Lord

    You’re beautiful……

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Apple Made a $129 Folio Case with a Kickstand for the iPhone Duo

Never thought we’d see the day an iPhone case from Apple is over $100 👀 #iphoneduo #allaccess #appleevent #iphoneduofolio #iphoneduocase 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:…

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Never thought we’d see the day an iPhone case from Apple is over $100 👀 #iphoneduo #allaccess #appleevent #iphoneduofolio #iphoneduocase

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AirPods 5 First Look: Apple Lowers Prices and Upgrades ANC

Apple announces the AirPods 5 in two distinct versions, both featuring 50% more effective active noise canceling and lower prices than previous models. In this video, we break down the key differences between the base and step-up models, including battery life, swipe controls and acoustic upgrades. You can find the products mentioned in this video…

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Apple announces the AirPods 5 in two distinct versions, both featuring 50% more effective active noise canceling and lower prices than previous models. In this video, we break down the key differences between the base and step-up models, including battery life, swipe controls and acoustic upgrades.

You can find the products mentioned in this video linked below
Apple AirPods 4 Wireless Earbuds
Apple AirPods 4 Wireless Earbuds with Active Noise Cancellation
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Read more about the new AirPods 5 on CNET.com
Apple Introduces New AirPods 5 With Improved Noise Canceling and Lower Price for Step-Up Model

Timecode Chapters:
0:00 – Introduction and Pricing Overview
0:14 – Step-Up vs. Base Model Differences
0:21 – Battery Life Breakdown
0:27 – Design, Sound Quality, and ANC Improvements
0:43 – H2 Chip and Conclusion

Video Credits:
Host: David Carnoy
Scripted by: David Carnoy
Producer: Celso Bulgatti
Camera:Celso Bulgatti
Video Editor:Jon Gomez
Thumbnail Designer: Zooey Liao

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#apple #airpods #airpods5 #applenews #appleevent #noisecancellation #noisecanceling

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One more thing…

One more thing… Apple’s first foldable iPhone, the iPhone Duo, is here.

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One more thing… Apple’s first foldable iPhone, the iPhone Duo, is here.

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