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.

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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