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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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CNET

LG G6 vs Samsung S95H: One OLED Is Better!

Comparing the two biggest OLED TVs of 2026: the Samsung S95H and the LG G6. We break down the brightness, color accuracy, and gaming features to see which flagship OLED belongs in your living room. 00:00 – Introduction 00:12 – Design and Aesthetics: LG G6 vs. Samsung S95H 00:40 – Upgraded Anti-Reflective Coatings 01:07 –…

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June 20, 2026

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Comparing the two biggest OLED TVs of 2026: the Samsung S95H and the LG G6. We break down the brightness, color accuracy, and gaming features to see which flagship OLED belongs in your living room.

00:00 – Introduction
00:12 – Design and Aesthetics: LG G6 vs. Samsung S95H
00:40 – Upgraded Anti-Reflective Coatings
01:07 – Brightness Innovations and Tandem OLED Technology
01:41 – Gaming Performance and Low Light Detail
02:02 – Samsung S95H Performance and Brightness Boosting
02:37 – Samsung’s Art Mode
03:01- Final Verdict and Buying Recommendations

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Science & Technology

Is There an AI Bubble? Two Top VCs on Valuations and ARR Inflation | StrictlyVC LA 2026

Is AI venture capital in a bubble, or are we just in the steepest growth curve anyone’s ever seen? At StrictlyVC Los Angeles 2026, TechCrunch’s Editor-in-Chief Connie Loizos sat down with Chung Xu, Partner at Basis Set, and Carter Reum, co-founder of M13, to cut through the noise. They cover… – Why this cycle is…

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June 19, 2026

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Is AI venture capital in a bubble, or are we just in the steepest growth curve anyone’s ever seen?

At StrictlyVC Los Angeles 2026, TechCrunch’s Editor-in-Chief Connie Loizos sat down with Chung Xu, Partner at Basis Set, and Carter Reum, co-founder of M13, to cut through the noise. They cover…

– Why this cycle is different from cloud and mobile, and why it isn’t
– The ARR inflation problem VCs helped create
– How to find defensible companies when OpenAI and Anthropic are coming for every vertical
– What the SpaceX liquidity wave means for LA’s tech ecosystem

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Science & Technology

He Dropped Out of MIT at 19 to Build America’s Drone Arsenal. It’s Working | StrictlyVC LA 2026

Ethan Thornton started Mach Industries at 16, dropped out of MIT, and is now running six simultaneous defense programs: jet engines, cruise missiles, a surface-to-air missile system, and a new 40-foot VTOL strike aircraft just contracted by the U.S. Navy. At StrictlyVC Los Angeles 2026, TechCrunch Editor in Chief Connie Loizos sat down with the…

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June 19, 2026

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Ethan Thornton started Mach Industries at 16, dropped out of MIT, and is now running six simultaneous defense programs: jet engines, cruise missiles, a surface-to-air missile system, and a new 40-foot VTOL strike aircraft just contracted by the U.S. Navy.

At StrictlyVC Los Angeles 2026, TechCrunch Editor in Chief Connie Loizos sat down with the Mach Industries founder and CEO for a rare on-stage conversation about what it actually takes to build a serious defense hardware company from scratch — and why the U.S. has no choice but to move faster.

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