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Everyone wants a piece of the enterprise AI pie | Equity Podcast

Everyone wants a piece of the enterprise AI pie, and this week, we saw a string of companies making their moves. From Anthropic and OpenAI announcing new joint ventures targeting enterprise AI deployment to SAP dropping $1B on German AI startup Prior Labs, it’s becoming clear that if you’re a startup building enterprise tools, you’re…

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Everyone wants a piece of the enterprise AI pie, and this week, we saw a string of companies making their moves. From Anthropic and OpenAI announcing new joint ventures targeting enterprise AI deployment to SAP dropping $1B on German AI startup Prior Labs, it’s becoming clear that if you’re a startup building enterprise tools, you’re likely an acquisition target.

On this episode of TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into the week’s enterprise AI deals, the xAI-Anthropic compute arrangement, and what it all means ahead of what could be a big IPO season.

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

00:31 Spirit Airlines & the crowdfunded “people’s airline”

03:25 xAI x Anthropic deal: is xAI becoming a NEO cloud?

13:47 Haun Ventures & a16z’s crypto comeback

17:48 Aurora Innovation lands a commercial trucking contract

19:27 A big week for enterprise AI: who’s actually making money?

26:45 The Pentagon’s AI spending spree

31:04 Outro

Science & Technology

Runway and Holy Water: Two AI Video Companies Trying to Upend Entertainment | StrictlyVC Athens 2026

Runway began within art school, with a sparse network and little investor insight into AI video. HolyWater Tech started in Kyiv with no venture capital, and a mandate to be profitable from day one. Seven years later, both have succeeded in disrupting, and putting some level of fear in, creative industries worldwide. At this StrictlyVC…

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Runway began within art school, with a sparse network and little investor insight into AI video. HolyWater Tech started in Kyiv with no venture capital, and a mandate to be profitable from day one.

Seven years later, both have succeeded in disrupting, and putting some level of fear in, creative industries worldwide. At this StrictlyVC Athens 2026 discussion, host and TechCrunch Editor-in-Chief Connie Loizos brought both on stage to get the inside story of how these two breakout companies actually broke out.

Featuring:

Anastasis Germanidis: Co-Founder & Co-CEO, Runway
Anatolii Kasianov: Co-Founder & Co-CEO, Holy Water Tech

Recorded live at StrictlyVC Athens 2026, presented in partnership with Endeavor Greece.

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Science & Technology

How to Know Your Idea is Legit: Validation, Failure & Shipping What Sticks | StrictlyVC Athens 2026

Before you build, how do you know anyone actually wants what you’re making? Journalist Ilyana Magra leads an honest conversation at StrictlyVC Athens 2026 with two founders about the messy path from idea to product to real adoption. Each explore the ideas they abandoned, the features they had to walk back, and the frameworks that…

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Before you build, how do you know anyone actually wants what you’re making? Journalist Ilyana Magra leads an honest conversation at StrictlyVC Athens 2026 with two founders about the messy path from idea to product to real adoption. Each explore the ideas they abandoned, the features they had to walk back, and the frameworks that actually helped lead to success.

Featuring…

Victoria Toli: Co-Founder and President, Finney
Johannes Galatsanos: Co-Founder and CEO, Diffraqtion

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Science & Technology

Three VC Perspectives on SpaceX, AI Valuation Fever and Where to Bet Next | StrictlyVC Athens 2026

What does the SpaceX IPO mean for the startup ecosystem? Is the AI funding frenzy justified, or is it groupthink at scale? At this StrictlyVC event in Athens, host and TechCrunch Editor-in-Chief Connie Loizos sat down with three seasoned investors to break down the state of venture capital, the hunt for white space, and what…

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What does the SpaceX IPO mean for the startup ecosystem? Is the AI funding frenzy justified, or is it groupthink at scale? At this StrictlyVC event in Athens, host and TechCrunch Editor-in-Chief Connie Loizos sat down with three seasoned investors to break down the state of venture capital, the hunt for white space, and what it actually takes to back a breakout company in 2026.

Featuring…

Ben Blume: Partner, Atomico
Andreas Stavropoulos: Partner, Threshold Ventures
Niko Bonatsos: Founder & General Partner, Verdict Capital

Recorded live at StrictlyVC Athens 2026, presented in partnership with Endeavor Greece.

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