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Is your startup’s check engine light on? Google Cloud’s VP explains what to do | Equity Podcast

Startup founders are being pushed to move faster than ever, using AI while facing tighter funding, rising infrastructure costs, and more pressure to show real traction early. Cloud credits, access to GPUs, and foundation models have made it easier to get started, but those early infrastructure choices can have unforeseen consequences once startups move beyond…

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Startup founders are being pushed to move faster than ever, using AI while facing tighter funding, rising infrastructure costs, and more pressure to show real traction early. Cloud credits, access to GPUs, and foundation models have made it easier to get started, but those early infrastructure choices can have unforeseen consequences once startups move beyond free credits and into real cloud bills.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan caught up with Darren Mowry, Google Cloud’s vice president of global startups who is right at the center of those tradeoffs. Together, they discuss what Mowry’s seeing across the startup ecosystem, how Google Cloud is competing for AI startups, and what founders should be thinking about as they scale.

Chapters:

00:00 Intro
03:21 How startups can join the Google Cloud ecosystem
05:00 Beyond credits: Engineering resources & technical support
07:30 TPUs vs. GPUs: Building with choice
09:15 When cloud costs spike after credits run out
11:46 The shift from chips to models and agents
13:40 Trends in AI adoption among early stage companies
16:30 Are agents generating real revenue yet?
18:05 Competing with AWS and Microsoft
20:52 Startup usage vs. durable paying demand
23:30 Check engine lights: LLM wrappers and aggregators
25:45 Green lights: Biotech, climate tech, and world models
30:00 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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1 Comment

1 Comment

  1. @pratmad

    February 18, 2026 at 9:04 pm

    GCP is underrated

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Science & Technology

SpaceX’s S-1 Claims a TAM as Large as the Annual US GDP

The SpaceX S-1 dropped, and the $28 trillion TAM claim inside is somehow not even the wildest part. The Equity podcast team breaks down what’s in the filing, and whether any of this math connects to reality.

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The SpaceX S-1 dropped, and the $28 trillion TAM claim inside is somehow not even the wildest part.

The Equity podcast team breaks down what’s in the filing, and whether any of this math connects to reality.

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Science & Technology

SpaceX files to go public, and the math requires a little faith | Equity Podcast

The SpaceX S-1 is finally here, and the story it tells goes way further than rockets. The filing runs to 36 pages of risk factors alone, and the numbers inside match the ambition: a $28 trillion total addressable market, a pay package tied to establishing a Mars colony, and a valuation target that would make…

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The SpaceX S-1 is finally here, and the story it tells goes way further than rockets. The filing runs to 36 pages of risk factors alone, and the numbers inside match the ambition: a $28 trillion total addressable market, a pay package tied to establishing a Mars colony, and a valuation target that would make it the largest IPO in American history.

On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into the week’s biggest talent shakeups, acquisitions, and headlines — including what the filing actually says and whether any of this math connects to reality.

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

3:28 NanoCo raises $12M seed for secure OpenClaw alternative

9:46 Anthropic acquires Stainless and hires Andrej Karpathy

15:12 The consumer backlash against AI being pushed by big tech

16:37 Google Search as you know it is changing as AI takes over

22:14 SpaceX’s S-1 is here

27:54 Is the $1.75 trillion valuation justified?

32:47 Outro

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CNET

The iPhone 18 Twist That Might Upset Many | One More Thing

Not all versions of the iPhone 18 might launch in September. CNET’s Bridget Carey breaks down the latest rumors on the iPhone 18 and iPhone 18 Pro. You can find the products mentioned in this video linked below Apple iPhone 17, US Version, 256GB Apple iPhone 17 Pro, US Version, 256GB Apple iPhone 17 Pro…

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Not all versions of the iPhone 18 might launch in September. CNET’s Bridget Carey breaks down the latest rumors on the iPhone 18 and iPhone 18 Pro.

You can find the products mentioned in this video linked below
Apple iPhone 17, US Version, 256GB
Apple iPhone 17 Pro, US Version, 256GB
Apple iPhone 17 Pro Max, US Version, 256GB
*CNET may get a commission on these offers

Read more about the iPhone 18 on CNET.com
iPhone 18: Everything We Know About Apple’s Most Ambitious Lineup Yet

0:00 September’s iPhone launch could look different
0:15 Apple is changing its launch schedule for iPhone 18
0:33 iPhone 18 might not come out until 2027
1:04 iPhone 18 upgrade cycle twist
1:08 New iPhone Pro color rumors
1:08 iPhone 18 Pro cherry color
1:19 New iPhone 18 colors
1:26 No iPhone 18 in Space Black?
1:38 iPhone 18 Pro rumors
1:45 Smaller dynamic island on iPhone 18 Pro
2:10 New iPhone 18 Pro cameras
2:26 Better OLED screen for iPhone 18 Pro
2:33 Apple A20 chip rumor
2:52 Apple’s biggest iPhone battery ever
3:08 iPhone Pro price rumors
3:39 RAM shortages and iPhones
3:43 Folding iPhone Ultra rumors
3:55 A longer wait for standard iPhone 18
4:05 iPhone 18 rumors
4:13 Dynamic Island on iPhone 18 base model
4:20 iPhone camera control button updates
4:35 Could the iPhone 18 launch next year?
4:56 More RAM in new iPhones
5:04 Is iPhone Air 2 on its way?
5:08 New iPhone Air rumors
5:25 When will we get all of the new iPhones?
5:48 iPhone 17 and 17 Pro Max are worldwide best-sellers

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#apple #iphone18 #iphone18pro #iphone18promax #iphone #applenews

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