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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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1 Comment

1 Comment

  1. @waynehedd

    May 24, 2026 at 5:28 pm

    Tech crunch is a sad failing company because they have evil people just taking money and promoting garbage…. go away.

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Science & Technology

Autonomous vehicle hype is back, and Humble Robotics is bringing it to freights | Equity Podcast

The autonomous vehicle space is starting to feel like a repeat of the 2016 hype cycle. Travis Kalanick is back building a robotics company, and the talent wars and capital are heating up the same way they did the first time around. The money’s flowing back, and it’s the people who lived through that first…

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The autonomous vehicle space is starting to feel like a repeat of the 2016 hype cycle. Travis Kalanick is back building a robotics company, and the talent wars and capital are heating up the same way they did the first time around. The money’s flowing back, and it’s the people who lived through that first wave who are building the next one. 

Humble Robotics founder and CEO Eyal Cohen is one of them. Cohen was at Otto when Uber came calling, later followed Anthony Levandowski to Pronto, and after two decades bouncing between deep tech bets in the Bay Area, his new company came out of stealth in April with $24 million to build a fully autonomous, cabless electric hauler for freight. 

Cohen joins Kirsten Korosec on this episode of TechCrunch’s Equity podcast to talk about AV déjà vu and what he’s learned from 15 years of building startups across electrification, solar, and robotics.  

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
00:31 Eyal’s AV background and “2016 all over again”
02:02 Why hype cycles hit every new industry
07:28 Building Humble: the cabless freight platform idea
12:37 Why Humble couldn’t have worked 10 years ago
17:07 Ditching lidar for cameras and vision models
19:12 Talent wars and building the Humble team
22:41 Advice for founders: choose culture over compensation
26:03 Outro

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CNET

Ditch the Cash: The Safest Way to Give Your Kids an Allowance

This video was made possible by Cash App in support of CNET’s independent editorial journalism. Giving your kids an allowance doesn’t have to mean keeping a wad of cash on hand. In this video, CNET’s Kara Tsuboi breaks down how mobile banking tools help parents manage allowances safely and seamlessly. #cashapp #cash #money #mobilebanking ________________________…

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This video was made possible by Cash App in support of CNET’s independent editorial journalism.

Giving your kids an allowance doesn’t have to mean keeping a wad of cash on hand. In this video, CNET’s Kara Tsuboi breaks down how mobile banking tools help parents manage allowances safely and seamlessly.

#cashapp #cash #money #mobilebanking

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I Tested the Beatbot Sora 70 Robotic Pool Cleaner: How Well Does It Clean? | Prove It

This video was made possible by Beatbot in support of CNET’s independent editorial journalism. Beatbot’s Sora 70 robot pool cleaner is a high-tech way to clean your swimming pool. CNET Video Producer, Stephen Beacham, tested it out for a week and shares his thoughts on what it’s like to use the app-connected cleaning device.  You…

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This video was made possible by Beatbot in support of CNET’s independent editorial journalism.

Beatbot’s Sora 70 robot pool cleaner is a high-tech way to clean your swimming pool. CNET Video Producer, Stephen Beacham, tested it out for a week and shares his thoughts on what it’s like to use the app-connected cleaning device. 

You can find the products mentioned in this video linked below
Beatbot Sora 70 Pool Vacuum Robot
Beatbot Sora 30 Pool Vacuum Robot
*CNET may get a commission on these offers

Read more about the Beatbot Robot Pool Cleaner on CNET.com
Beatbot’s AquaSense Series Gives You a Premium Pool Cleaning Experience

Add CNET as a trusted news source
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#beatbot #pool #poolcleaning #poolcleaner #robot #swimingpool

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