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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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Science & Technology

Building beyond LLMs with Luma AI’s Amit Jain (Live at Web Summit Qatar) | Equity Podcast

LLMs may have kicked off this AI boom, but the ceiling is closer than the hype suggests. As models run out of text data to train on, the companies and investors paying attention are already moving on. The next wave isn’t better chatbots; it’s machines that can understand the physical world. Luma AI, the Bay…

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LLMs may have kicked off this AI boom, but the ceiling is closer than the hype suggests. As models run out of text data to train on, the companies and investors paying attention are already moving on. The next wave isn’t better chatbots; it’s machines that can understand the physical world. Luma AI, the Bay Area lab that raised over $1.4 billion from a16z, Nvidia, and Amazon, is betting on exactly that.

On episode of TechCrunch’s Equity podcast, we’re bringing you a conversation Rebecca Bellan sat down with Amit Jain, co-founder and CEO of Luma AI, at Web Summit Qatar. Together, the pair dug into where the next trillion-dollar AI opportunity actually gets built, and whether the companies chasing it even know what they’re building yet.

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

01:13 Why LLMs are hitting a ceiling

02:43 The data problem & what comes after LLMs

04:30 What actually makes a world model a world model

06:05 Why 3D data is a dead end

07:39 What Luma is building next

09:08 How much humans stay in the loop

10:00 Near-term use cases for agentic video

11:22 Will AI kill jobs in film & production?

13:30 Why the entertainment industry is already dying

15:27 Why we actually need more content, not less

17:46 Luma’s roadmap: generation, understanding, and robotics

19:54 Outro

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CNET

iPhone in Space! Plus 5 MORE Apple Products That Went to Space | One More Thing

The iPhone has been to space a few times now — in fact, Apple products have a long history of space travel. CNET’s Bridget Carey looks back at notable moments, including the Macintosh Portable sending the first email in space. Read more about it on CNET.com Artemis II Astronauts Are Using iPhones to Capture Stunning…

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The iPhone has been to space a few times now — in fact, Apple products have a long history of space travel. CNET’s Bridget Carey looks back at notable moments, including the Macintosh Portable sending the first email in space.

Read more about it on CNET.com
Artemis II Astronauts Are Using iPhones to Capture Stunning Space Images

You can find the products mentioned in this video linked below
iPhone 17 Pro 512GB
Apple 2026 MacBook Neo 13-inch Laptop with A18 Pro chip 512 GB
Nikon Z 9 mirrorless camera
Nikon D5 DSLR 20.8 MP Point & Shoot Digital Camera
*Cnet may get commission on this offer.

0:44 Getting an iPhone 17 Pro Max into space with the NASA Artemis II crew
1:57 Nikon and GoPro Cameras also used in space by NASA Artemis crew
2:48 History of Apple products going to space
2:53 iPhone goes to space in 2021 with SpaceX Inspiration4 crew
3:02 iPhone 4s goes to space in 2011 on space shuttle Atlantis mission
3:26 Fist iPhone in space in 2010 travels by weather balloon
3:45 iPads on the International Space Station
3:47 iPods on the ISS in space
4:00 iPod on space shuttle Discovery in 2006
4:15 Astro Jessica uses AirPods in space on ISS
4:37 Apple Watch in space
4:51 The mac goes interstellar
4:57 Macintosh Portable computer goes to space in 1990
5:26 First email sent in space in 1991 from a Macintosh Portable
5:31 ThinkPads used in NASA missions
5:45 Microsoft Outlook glitches in space for Artemis II crew
6:02 How NASA made cell phone cameras possible
6:20 What Apple tech will go to space next?

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Popular Science

Americans loved drinking radioactive ‘miracle water’ in 1920s

Radithor promised to cure everything from wrinkles to leukemia, but its unintended results were deadly. Watch the full video:

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Radithor promised to cure everything from wrinkles to leukemia, but its unintended results were deadly.

Watch the full video:

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