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Does your CEO have AI psychosis? Aaron Levie thinks most of them do. | Equity Podcast

The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of “AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, tech layoffs in 2026 are already nearly…

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The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of “AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, tech layoffs in 2026 are already nearly matching all of 2025, and DuckDuckGo installs are climbing from users who want Google to stop forcing AI into search and just give them links.

On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what happens when the AI-pilled and the AI-skeptical are both right at the same time, plus three deals worth knowing about and Waymo’s new robotaxi hitting the road.

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

01:18 Waymo’s new Ojai robotaxi

06:41 Stord raises $250M to take on Amazon fulfillment

12:46 Snowflake signs $6B deal with AWS

15:39 OpenRouter raises $113M Series B

20:07 The AI divide & anti-AI backlash

27:31 AI psychosis & how AI is reshaping headcount and hiring

37:04 Outro

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1 Comment

1 Comment

  1. @Jb4nay

    May 29, 2026 at 3:14 pm

    Good point about how CEOs choosing AI over workers (34:00), for cost reasons, are making a conscious choice. I think it gives far too much grace to those executives to act as if things need to be this way

    Reply

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Science & Technology

These Two Founder Archetypes Are Catching Investors’ Eyes

Do you fit into one of the trendiest founder archetypes? Fundraising has always been competitive, but today’s market is especially tough for first-time founders. In the latest episode of our Build Mode podcast, Charles Hudson of Precursor Ventures breaks down the most popular founder archetypes right now: repeat founders with proven track records and exceptionally…

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July 10, 2026

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Do you fit into one of the trendiest founder archetypes?

Fundraising has always been competitive, but today’s market is especially tough for first-time founders. In the latest episode of our Build Mode podcast, Charles Hudson of Precursor Ventures breaks down the most popular founder archetypes right now: repeat founders with proven track records and exceptionally young technical founders.

That leaves experienced, first-time founders facing a higher bar, even when they have a compelling business idea. But there’s still hope! Listen and subscribe wherever you get your podcasts.

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Science & Technology

Why I’m Obsessed with Health Wearables (and You Should Be Too) | Michael Snyder | TED

Genome researcher Michael Snyder believes health wearables, such as smart watches and glucose monitors, can transform medicine, shifting from reactive to predictive. (In fact, he’s such a big fan of these devices that he wears eight of them every single day.) From spotting an illness days before symptoms appear to helping prevent the onset of…

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July 10, 2026

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Genome researcher Michael Snyder believes health wearables, such as smart watches and glucose monitors, can transform medicine, shifting from reactive to predictive. (In fact, he’s such a big fan of these devices that he wears eight of them every single day.) From spotting an illness days before symptoms appear to helping prevent the onset of diabetes, learn why the future of health care may be on your wrist. (Recorded at TED2026 on April 15, 2026)

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The TED Talks channel features the best talks and performances from the TED Conference, where the world’s leading thinkers and doers give the talk of their lives in 18 minutes (or less) — plus originals, podcasts and exclusive content. Look for videos on Technology, Entertainment and Design as well as science, business, global issues, the arts and more. Visit for our entire library, transcripts, translations and personalized recommendations.

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Science & Technology

Hugging Face’s CEO on why companies are done renting their AI | Equity Podcast

Open source AI is booming, according to Hugging Face CEO Clem Delangue. The company has grown into something like a GitHub for AI in recent years, where AI builders can share and download open models and datasets, now used by roughly half the Fortune 500. Delangue has seen the same story play out again and…

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July 10, 2026

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Open source AI is booming, according to Hugging Face CEO Clem Delangue. The company has grown into something like a GitHub for AI in recent years, where AI builders can share and download open models and datasets, now used by roughly half the Fortune 500. Delangue has seen the same story play out again and again: companies start out on frontier APIs, but as they scale, the costs push them towards open source models.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan talked to Delangue about why the open vs closed source fight matters in the wake of Anthropic’s halted Fable release, and why he’s worried about the possibility that a handful of big companies could end up controlling everything.

Chapters:

00:00 Intro

00:33 Breaking down open source growth data

04:34 What’s driving the open source resurgence

08:47 Who’s using Hugging Face, and how?

10:28 China overtakes the US in open model downloads

16:34 Safety, access, and the risk of AI power concentration

24:03 Hugging Face’s approach to legal risk

28:00 Turning down Nvidia

31:47 Underinvested opportunities: local AI, bio, robotics

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