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Can AI companies turn brainrot into revenue? | Equity Podcast

The U.S. government shutdown that began this week is the first in seven years. While it might not feel immediately disruptive, for startups waiting on permits, visas, or regulatory approvals, even a few weeks can become an existential problem. On this episode of Equity, Kirsten Korosec, Anthony Ha, and Max Zeff talk through how uncertainty…

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The U.S. government shutdown that began this week is the first in seven years. While it might not feel immediately disruptive, for startups waiting on permits, visas, or regulatory approvals, even a few weeks can become an existential problem.

On this episode of Equity, Kirsten Korosec, Anthony Ha, and Max Zeff talk through how uncertainty is affecting startups in ways people might not realize, plus the messy reality of AI companies still trying to figure out sustainable business models.

Watch the full episode for more about:

– OpenAI’s launch of the Sora app, its TikTok-style feed of AI-generated content, and whether people actually want to pay for an endless stream of synthetic videos

– How AI-generated actress Tilly Norwood is proving that even fake performers can cause real industry drama

– Periodic Labs’ $300 million seed round from Andreessen Horowitz, Jeff Bezos, and Nvidia to build AI scientists and discover new physics

– The US government taking equity stakes in companies like Lithium Americas, MP Materials, and Intel, is raising questions about what happens when Washington steps in as a shareholder

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

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3 Comments

3 Comments

  1. @adrianheredia_ac1842

    October 3, 2025 at 12:41 pm

    AI is going to wreck so many people, they’re already dumb enough

  2. @ahnol-s

    October 6, 2025 at 7:40 am

    Really insightful conversation!

  3. @bryan-o1c6g

    October 7, 2025 at 3:38 am

    Good conversation ❤

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Science & Technology

Is the $1.7B a Bet on Atoms Itself, or Just on Travis Kalanick’s Name?

A startup hitting unicorn status used to be a sign of its legitimacy as an actual business. But with $1.7B raised for Travis Kalanick’s nascent Atoms, the Equity podcast crew asks whether this is proof of a great idea or just proof that his name sells:

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A startup hitting unicorn status used to be a sign of its legitimacy as an actual business.

But with $1.7B raised for Travis Kalanick’s nascent Atoms, the Equity podcast crew asks whether this is proof of a great idea or just proof that his name sells:

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CNET

Upload vs Download Speed: What Actually Makes Home Internet Fast

This video is a paid partnership with GFiber. Upload vs download speed: which one is actually making your home internet feel slow? If your video calls freeze, your files take forever to sync, or your livestream stutters, the problem is usually your upload speed — and most providers don’t advertise it. In this video, we…

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This video is a paid partnership with GFiber.

Upload vs download speed: which one is actually making your home internet feel slow? If your video calls freeze, your files take forever to sync, or your livestream stutters, the problem is usually your upload speed — and most providers don’t advertise it. In this video, we break down the difference between upload and download speed, what symmetrical internet speed means, and how GFiber (formerly Google Fiber) delivers 100% fiber internet with upload speeds that match your download speeds on every plan.
GFiber has kept the same monthly price for gigabit internet since 2012 — no annual contracts, no forced bundles, free installation, and month-to-month flexibility. See what real customers say on the GFiber channel: youtube.com/@GFiber

#UploadSpeed #FiberInternet #GFiber

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Science & Technology

Did Investors Pay a $1.7B Pemium to Declare “Travis Is Back?”

Travis Kalanick’s robotics startup just raised $1.7B with Uber, and Andreessen Horowitz among its big investors. Equity digs into whether all this excitement is actually about the business…or about its backers paying a premium to be first to declare “Travis is back.”

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Travis Kalanick’s robotics startup just raised $1.7B with Uber, and Andreessen Horowitz among its big investors.

Equity digs into whether all this excitement is actually about the business…or about its backers paying a premium to be first to declare “Travis is back.”

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