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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

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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

New VR Glasses and More! Everything Announced at Meta Connect in Less Than 10 Minutes

Meta’s September Connect event reveals a bunch of new Meta products, including a deep dive into its new Muse AI personal assistant, audio-only smart glasses in many new frame styles and new VR Glasses that weigh as much as a deck of cards. Check out all the highlights in less than 10 minutes. You can…

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Meta’s September Connect event reveals a bunch of new Meta products, including a deep dive into its new Muse AI personal assistant, audio-only smart glasses in many new frame styles and new VR Glasses that weigh as much as a deck of cards. Check out all the highlights in less than 10 minutes.

You can find the products mentioned in this video linked below
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Read more about it on CNET.com

Video Credits:
Video Editor: Owen Poole
Thumbnail Designer: Zooey Liao

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CNET

Tech Editors React to Meta Connect 2026: Will Smartglasses Become Mainstream?

PCMag’s Iyaz Akhtar leads a panel of tech experts from CNET, PCMag and Mashable to unpack all the news from the Meta Connect 2026 launch event. Click into the livestream at 5 p.m. PT/8 p.m. ET for an in-depth recap of all the news from Mark Zuckerberg’s keynote address. Read more about Meta Connect on…

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PCMag’s Iyaz Akhtar leads a panel of tech experts from CNET, PCMag and Mashable to unpack all the news from the Meta Connect 2026 launch event. Click into the livestream at 5 p.m. PT/8 p.m. ET for an in-depth recap of all the news from Mark Zuckerberg’s keynote address.

Read more about Meta Connect on CNET.com:
Meta Keeps Trying to Fix Glasses Privacy Concerns With New Update

Video Credits:
Host: Iyaz Akhtar
Guest Host: Timothy Beck Werth
Guest Host: Will Greenwald
Guest Host: Angela Moscaritolo
Guest Host: Scott Stein
Producer: Stephen Beacham
Video Editor: Stephen Beacham
Thumbnail Designer: Tharon Green

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#meta #metaconnect #metaconnect2026 #metaglasses #aiglasses #smartglasses

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CNET

Hands-On With Meta VR Glasses and All of Meta’s Other Glasses and AI

Muse AI on Meta glasses? Hearing enhancement? VR glasses that run Quest games? Camera-free glasses? All that and more to talk about, but very little on privacy. 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: 00:00…

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Muse AI on Meta glasses? Hearing enhancement? VR glasses that run Quest games? Camera-free glasses? All that and more to talk about, but very little on privacy.

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:
00:00 – Introduction: Meta’s Wearable Future
00:23 – Gen 3 Meta Ray-Ban Smart Glasses & Battery Life
00:30 – Camera-Free Ray-Ban Audio Glasses
00:43 – FDA-Cleared Hearing Assistance Feature
06:24 – Agentic AI: Meta Muse Demo
01:40 – New Styles & Celebrity Collaborations
01:59 – Hands-On with Meta’s $1,299 VR Glasses
02:37 – Sports Streaming, IMAX & Entertainment
02:43 – Controls, Eye Tracking & BeatSaber
02:81 – Pricing, Competition & Final Thoughts

Video Credits:
Host: Scott Stein
Scripted by: Scott Stein
Producer: Celso Bulgatti
Camera: Celso Bulgatti
Video Editor: Jon Gomez
Thumbnail Designer: Zooey Liao

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