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How Elon Musk is rewriting the rules on founder power | Equity Podcast

Elon Musk has merged SpaceX and xAI, creating what might be the blueprint for a new Silicon Valley power structure. With his $800 billion net worth already rivaling historic conglomerate GE’s peak market cap, and Musk being vocal about his view that “tech victory is decided by velocity of innovation,” the question isn’t whether a…

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Elon Musk has merged SpaceX and xAI, creating what might be the blueprint for a new Silicon Valley power structure. With his $800 billion net worth already rivaling historic conglomerate GE’s peak market cap, and Musk being vocal about his view that “tech victory is decided by velocity of innovation,” the question isn’t whether a personal conglomerate can be built, but rather how far Musk himself is going to take it.

Today on Equity, we’re unpacking this new era of the “everything” business, whether we’ll see others like Sam Altman follow suit, and more of the week’s headlines.

Chapters:

00:00 Intro
02:03 The many lives of OpenClaw (formerly Moltbot, formerly Clawdbot)
04:33 Waymo raises $16B at $126B valuation
07:13 How will Waymo investors get their return?
10:11 Manufacturing challenges & Chinese partnerships
12:38 ElevenLabs raises $500M at $11B valuation
15:16 What does consolidation look like for AI labs?
18:46 Positron takes on Nvidia with $230M Series B
21:02 Is there room for AI chip competitors?
28:26 Musk’s SpaceX-xAI merger and the rise of the personal conglomerate
37:07 Outro

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

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4 Comments

4 Comments

  1. @hungcapitalll

    February 6, 2026 at 3:32 pm

    Musk is the Rockefeller of our time. We are here to get rich along side him. 1 trillion net worth individual will be here in less than 5 years.

  2. @hungcapitalll

    February 6, 2026 at 3:34 pm

    34:00 mark. As he should. Fuck norms and regulations if it’s for the greater good.

  3. @joebrvn

    February 7, 2026 at 6:19 am

    great listen!

  4. @Sunday8916

    February 7, 2026 at 7:49 am

    Epstein linked creep

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CNET

iPhone Duo Livestream: How Many Folds Can Apple’s Phone Take? Day 9

Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors…

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Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors online to answer any of your questions.

Read more about the iPhone Duo Folding Test on CNET.com
We Answer 16 Questions About Folding the iPhone Duo Hundreds of Thousands of Times

The iPhone Duo Is Now in Our Custom-Made Foldable Phone Test Machine. Will It Beat the Galaxy Fold 8?

iPhone Duo Review: Late to the Foldable Party, but It Steals the Show

Check out the 3D Printer Matthew Murray used to print the sled that iPhone Duo is sitting on:
Looking for the Most Accurate 3D Printer? Our Exclusive Testing Reveals One Clear Winner

Video Credits:
Host: Matthew Murray
Producer: Stephen Beacham
Thumbnail Designer: Zooey Liao

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#apple #iphone #iphonefold #iphoneduo #applefoldable #foldablephone #foldable #folding

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CNET

Fold-A-Phone Week Two, Day 9: We’re at 275K folds!

Will we hit 300,000 today? Join us with CNET Labs director Matthew Murray for the livestream today at 1pm EST through 5pm EST right here on YouTube. #foldaphone #iphoneduo #durabilitytest #allthingsmobile #apple #foldablephone You can find the products mentioned in this video linked below *CNET may get a commission on these offers Read more about…

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Will we hit 300,000 today? Join us with CNET Labs director Matthew Murray for the livestream today at 1pm EST through 5pm EST right here on YouTube. #foldaphone #iphoneduo #durabilitytest #allthingsmobile #apple #foldablephone

You can find the products mentioned in this video linked below
*CNET may get a commission on these offers

Read more about it on CNET.com

Timecode Chapters:
0:00 Intro

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Camera: Matthew Murray

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Science & Technology

VC’s Gender Gap is Closing (But Not Fast Enough) with Paige Hendrix Buckner

Women and non-binary investors have doubled their share of partner seats at U.S. venture firms in less than a decade. But a title doesn’t always come with power. In this episode of Build Mode () , host Isabelle Johannesen sits down with Paige Hendrix Buckner, CEO of All Raise, a national nonprofit helping women and…

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Women and non-binary investors have doubled their share of partner seats at U.S. venture firms in less than a decade. But a title doesn’t always come with power.

In this episode of Build Mode () , host Isabelle Johannesen sits down with Paige Hendrix Buckner, CEO of All Raise, a national nonprofit helping women and non-binary venture capitalists grow their power and influence.

Paige shares how the share of women and non-binary people in partner-plus roles at U.S. VC firms grew from 9% to 18.8%, and why All Raise is now focused on a new measurement. She explains why a partner title doesn’t guarantee check-writing authority, board seats, carry, or credit for deals, and how the attribution gap makes it harder for investors to build the track record they need to raise their own funds.

They get into:

•

What All Raise does and its strategy of community, data, and “lore”

•

The attribution gap and why credit for deals matters

•

Why sponsorship can make or break an investor’s career

•

Why more women are leaving to start their own funds

•

How diverse VC firms change which founders get funded

•

What the $124 trillion wealth transfer could mean for women LPs

•

What good firm building looks like, from LP relationships to brand

•

How AI is helping emerging managers run lean firms

•

The different paths into a venture career

 

Subscribe to Build Mode on Apple Podcasts () , Spotify () , or wherever you like to listen () . And watch the full videos on YouTube () . New episodes of Build Mode () drop every Thursday.

Hosted by Isabelle Johannesen. Produced and edited by Maggie Nye. Audience development led by Morgan Little. Special thanks to the Foundry and Cheddar video teams.

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