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Are orbital data centers all hype, or an actual AI infrastructure solution? l Equity Podcast

Tech companies are racing to build data centers in space, pitching orbital compute as the next frontier for AI infrastructure, even as the technical and economic realities remain far from clear. Add in OpenAI’s massive $122 billion round and Bluesky’s latest AI backlash, and the message is clear: The future of AI is being shaped…

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Tech companies are racing to build data centers in space, pitching orbital compute as the next frontier for AI infrastructure, even as the technical and economic realities remain far from clear. Add in OpenAI’s massive $122 billion round and Bluesky’s latest AI backlash, and the message is clear: The future of AI is being shaped as much by ambition and hype as it is by real-world constraints.

On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane unpack these massive capital bets, user backlash, and off-world compute plans along with Whoop’s major valuation and the literal downfall of robot Olaf.

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
00:20 A humanoid Olaf robot collapses at Disneyland Paris
03:30 OpenAI raises $122B at an $852B valuation
11:30 Whoop lands $575M and bets big on wearable data
18:50 The risks (and value) of personal health data
23:00 Bluesky’s AI feed builder sparks backlash
30:00 Can Bluesky keep growing — and compete with X?
36:30 The race to build data centers in space
44:30 SpaceX, Starlink, and the business of orbital compute
49:30 Outro

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5 Comments

5 Comments

  1. @عليموحان-س5ع

    April 3, 2026 at 12:42 pm

    علي موحان💞💛💞💛💖💛💛💖💛💖💛💖💛💖💛💚💛💚💛💚💛💚💛💚💛💚💛💛💖💛💖💛💖💛💖💛💖💛💖💛💖💛💖💛💛💖💖💖

  2. @TheRoyL

    April 4, 2026 at 12:59 am

    OpenAI products dont seem like they are built for productivity, or accuracy.

    They’ll get people addicted to eco chambers without needing the other users. Like Facebook with better AI.

    I think they have the same machine as Anthropic but they don’t sell the same product.

    When you need the right answer and not just someone to support you through your mistakes or bias OpenAI is near useless.

  3. @raydosson2025

    April 4, 2026 at 2:26 am

    The chapters and time stamps for the later topics are messed up btw

  4. @eatmanyzoos

    April 4, 2026 at 3:06 am

    the solution is to jump ship on this giant scam before its too late

  5. @fenrisgyra3750

    April 5, 2026 at 10:05 pm

    Bruh the orbital data center conversation is doing a lot of work to avoid the more boring question which is whether the terrestrial infrastructure we already have is even close to optimized. Across the operations we support from Southeast Asia to West Africa to Latin America the constraint is almost never compute location. It is power stability, latency management, and skilled people who can keep pipelines running when conditions get unpredictable. Putting servers in orbit does not solve any of that. It just moves the problem somewhere harder to reach.

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CNET

Meet the Marty Supreme of Robots | What The Future

Sony’s Project Ace has created the first robot to beat an elite human table tennis player, with nine cameras analyzing spin and tracking the ball in real time. Read more about Project Ace on CNET.com Sony’s AI Robot Can Probably Beat You at Table Tennis 0:00 Intro to Sony’s Project Ace Robot 0:13 AI Defeats…

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Sony’s Project Ace has created the first robot to beat an elite human table tennis player, with nine cameras analyzing spin and tracking the ball in real time.

Read more about Project Ace on CNET.com
Sony’s AI Robot Can Probably Beat You at Table Tennis

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#robot #tabletennis #faceoff #machinelearning

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Science & Technology

The Musk v. Altman case is in the jury’s hands. The trust verdict is still out. | Equity Podcast

The Musk v. Altman trial came to a close this week, and the final arguments kept circling back to one question: can we trust the people in charge of AI? All of this is playing out as SpaceX charges toward what could be one of the largest IPOs in American history, with a whole generation…

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The Musk v. Altman trial came to a close this week, and the final arguments kept circling back to one question: can we trust the people in charge of AI? All of this is playing out as SpaceX charges toward what could be one of the largest IPOs in American history, with a whole generation of founders already spinning out of the Musk empire.

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Chapters:

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00:16 Claude learns how to blackmail (Anthropic’s AI safety report)

03:20 Anduril’s $5B Series H

08:43 Mind Robotics and why investors can’t say no to RJ Scaringe

15:03 Vapi’s $50M Series B and the AI customer service moment

20:25 The Elon Musk founder machine: Tesla and SpaceX alumni

30:12 The startups stepping up to build data centers in space

32:50 The OpenAI trial wraps: Who trusts Sam Altman?

38:11 Outro

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Segway’s newest e-dirt bike, the Xaber 300, is now available in the U.S. and features a top speed of 60-mph, and a virtual clutch that gives you more control like you would on a gas powered dirt bike. Do you think the future of dirt bikes is electric? CNET Senior Video Producer Dillon Lopez is here to give you a first look at this $5,299 electric dirt bike. ⚡️🏍️ #segway #segwayxaber300 #electricdirtbike #edirtbike #dirtbike

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