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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.

    Reply

  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.

    Reply

  3. @joebrvn

    February 7, 2026 at 6:19 am

    great listen!

    Reply

  4. @Sunday8916

    February 7, 2026 at 7:49 am

    Epstein linked creep

    Reply

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CNET

The Latest Folding iPhone Reports – April 30, 2026

There’s still a lot of rumor, speculation, and alleged leaks around the possibility of Apple releasing a foldable phone, but who would this be for, anyway? One guess: it could be for people who miss the iPad Mini, if the apps can just work. #ipad #iphone #iphoneultra #iphonefold Add CNET as a trusted news source…

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May 2, 2026

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There’s still a lot of rumor, speculation, and alleged leaks around the possibility of Apple releasing a foldable phone, but who would this be for, anyway? One guess: it could be for people who miss the iPad Mini, if the apps can just work. #ipad #iphone #iphoneultra #iphonefold

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Science & Technology

Eclipse Ventures Co-Founder Lior Susan’s Insights Into a $1.3B Bet on Physical AI | StrictlyVC

Fresh off raising a $1.3 billion fund, Eclipse Ventures is doubling down on what it calls physical AI. In this StrictlyVC interview from our 2026 event in San Francisco, co-founder and managing partner Lior Susan discusses robotics, manufacturing, autonomous systems, and what it takes to build enduring companies where AI meets the physical world. Plus,…

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May 1, 2026

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Fresh off raising a $1.3 billion fund, Eclipse Ventures is doubling down on what it calls physical AI. In this StrictlyVC interview from our 2026 event in San Francisco, co-founder and managing partner Lior Susan discusses robotics, manufacturing, autonomous systems, and what it takes to build enduring companies where AI meets the physical world. Plus, you can get a peek into Susan’s perspective about the SpaceX IPO.

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Science & Technology

The OpenAI vs. Elon Musk Trial Is Getting Messy Fast | Equity Podcast

Elon vs. Altman is just getting started, and Musk’s own tweets are already working against him in court. Shareholders, take note 👀 Catch the full breakdown on the latest Equity podcast episode:

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May 1, 2026

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Elon vs. Altman is just getting started, and Musk’s own tweets are already working against him in court. Shareholders, take note 👀

Catch the full breakdown on the latest Equity podcast episode:

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