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DeepSeek lights a fire under Silicon Valley | Equity Podcast

DeepSeek, DeepSeek, DeepSeek () . We couldn’t escape the headlines around the Chinese AI lab this week. The startup — which claims to have built its models more efficiently and at a fraction of the cost of competitors — lit a fire under Silicon Valley after releasing its R1 “reasoning” model and displacing ChatGPT ()…

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DeepSeek, DeepSeek, DeepSeek () . We couldn’t escape the headlines around the Chinese AI lab this week. The startup — which claims to have built its models more efficiently and at a fraction of the cost of competitors — lit a fire under Silicon Valley after releasing its R1 “reasoning” model and displacing ChatGPT () as the App Store’s top app.

Today, on TechCrunch’s Equity () podcast, hosts Kirsten Korosec, Margaux MacColl and Max Zeff are digging into the latest news, including the reactions from both tech giants and the U.S. government, which is increasingly concerned that China is pulling ahead in the AI arms race.

Listen to the full episode to also hear about:

•
Tesla earnings () — from promises made to robotaxi updates, and questions left unanswered. Don’t worry, Kirsten brought her bingo board if you want to play along.

• Nucleus Genomics’ $14 million raise () for DNA sequencing and analysis.  

• The demand for fusion, and Helion’s $425M raise to build its own fusion reactor for Microsoft () .

Equity has a special DeepSeek deep dive on the way for those who want more, so stay tuned!

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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6 Comments

6 Comments

  1. @CydLeonard

    January 31, 2025 at 12:58 pm

    Tesla fouth quarter is a disaster and yall are not tell people. Also yall didn’t tell people part of Tesla’s income is in bitcoin.

    Reply

  2. @CydLeonard

    January 31, 2025 at 1:01 pm

    Revenue down the road. Really

    Reply

  3. @CydLeonard

    January 31, 2025 at 1:01 pm

    Elon is a fraud

    Reply

  4. @CydLeonard

    January 31, 2025 at 1:28 pm

    The guy who did a Nazi salute will be America’s savior? You are out of your ducking mind.

    Reply

    • @MarkMeszarosYNG

      January 31, 2025 at 4:35 pm

      I wonder how much ketamine he’s hopped up on before the presentation? He is just like Henry Ford if you look back in history Henry was a very big Nazi supporter! Check it out!

      Reply

  5. @MarkMeszarosYNG

    January 31, 2025 at 4:38 pm

    I think you are right to have reservations FSD will never work for level 5!

    Reply

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Science & Technology

The F1 Paddock Has Become a Leading Place for Startups to Land a Deal

Founders and investors — the rich and the richer — increasingly mingle within a scene in search of deals. But we’re not talking about AI conferences, a Silicon Valley hub, nor a spot beside DC power brokers. It’s F1 races, and all the celebration and excess that surround them.

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May 13, 2026

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Founders and investors — the rich and the richer — increasingly mingle within a scene in search of deals. But we’re not talking about AI conferences, a Silicon Valley hub, nor a spot beside DC power brokers.

It’s F1 races, and all the celebration and excess that surround them.

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Amazon’s Steve Schmidt on AI agents gone rogue (Live at HumanX) | Equity Podcast

AI may be changing how companies build, but it’s also changing how they get attacked, often by their own tools. Amazon Chief Security Officer Steve Schmidt has watched threat actors at every skill level get sharper, faster, and harder to contain. The risk he’s most focused on, however, isn’t coming from outside the firewall. On…

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May 13, 2026

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AI may be changing how companies build, but it’s also changing how they get attacked, often by their own tools. Amazon Chief Security Officer Steve Schmidt has watched threat actors at every skill level get sharper, faster, and harder to contain. The risk he’s most focused on, however, isn’t coming from outside the firewall.

On this episode of TechCrunch’s Equity podcast, we’re bringing you a conversation Rebecca Bellan had with Schmidt at the HumanX conference in San Francisco. The two dug into what AI is already doing to the threat landscape and how Amazon is rethinking identity, containment, and human oversight to keep agents in check.

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
01:05 How AI is leveling up threat actors at every skill level
02:16 The internal risk: shadow AI and the “open Claude on your laptop” problem
04:44 Agentic identity and why Amazon traces every action back to a human
07:18 Guardrails as an attack surface
09:50 Containment architecture: why agents should never run free
12:42 Human-in-the-loop and contingent authorization at Amazon
14:58 Security advice for startups: know what you have, label it early
18:35 Do startups actually need a CISO?
19:29 Outro

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CNET

Your Phone’s Battery Sucks. Here’s How to Fix It | All Things Mobile

Are you constantly anxious about your phone’s battery percentage? We sit down with CNET experts to discuss the latest in smartphone battery testing, why your lithium-ion battery naturally degrades over time, and simple tips to keep it healthier for longer. 0:00 The Battery Anxiety Problem 0:53 Which Phones Have the Best Battery Life? 3:52 Why…

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May 13, 2026

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Are you constantly anxious about your phone’s battery percentage? We sit down with CNET experts to discuss the latest in smartphone battery testing, why your lithium-ion battery naturally degrades over time, and simple tips to keep it healthier for longer.

0:00 The Battery Anxiety Problem
0:53 Which Phones Have the Best Battery Life?
3:52 Why Phone Batteries Degrade
5:18 Tips to Extend Your Phone’s Battery Life
6:00 The Future of Batteries: Silicon Carbon
7:34 Conclusion

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