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Uber is literally in the driver’s seat when it comes to AV bets | Equity Podcast

Self-driving truck startup Waabi’s billion-dollar fundraise isn’t just about trucks. The deal, for $750 million up front plus another $250 million from Uber tied to deployment milestones, feels like another chip from Uber on the autonomous vehicle roulette table. With more than 20 AV partners worldwide, the question isn’t just whether Waabi can deliver on…

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Self-driving truck startup Waabi’s billion-dollar fundraise isn’t just about trucks.

The deal, for $750 million up front plus another $250 million from Uber tied to deployment milestones, feels like another chip from Uber on the autonomous vehicle roulette table. With more than 20 AV partners worldwide, the question isn’t just whether Waabi can deliver on its plans to deploy over 25,000 robotaxis, but whether Uber’s bet-on-everything strategy actually works.

On TechCrunch’s Equity podcast, hosts Kirsten Korosec, Sean O’Kane and Anthony Ha discussed Uber’s AV partnership strategy, why Waabi’s “simulation-first” approach might be different, and more of the week’s headlines.

Chapters:

00:00 Intro

02:13 Palmer Luckey’s bold recruiting strategy

04:04 Phia raises $35M for sustainable shopping

06:27 Browser extensions & the privacy problem

09:59 Northwood Space’s $100M Series B & Space Force contract

12:17 The rise of dual-use space companies

14:01 Waabi’s $1B valuation & beyond trucking

16:36 Uber’s strategy: Betting on every AV partner

19:12 TikTok’s US deal & immediate outage

21:46 TikTok competitors gain ground

24:03 IPO window opening: Ethos, Serve, and SpaceX

27:57 Will Elon actually take SpaceX public this time?

29:11 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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CNET

New Hummer X Concept SUV and Pickup REVEAL: Swap Parts With Friends

Take a look at the new Hummer X Pickup and SUV concept cars from GM, during a special tour of the company’s Advanced Design Facility in Pasadena, California. Add CNET as a trusted news source Never miss a deal again! See CNET’s browser extension 👉 Check out CNET’s Amazon Storefront: Subscribe to CNET on YouTube:…

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Take a look at the new Hummer X Pickup and SUV concept cars from GM, during a special tour of the company’s Advanced Design Facility in Pasadena, California.

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#WTF #Hummer #conceptcar

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Fitbit Air Review: The ‘Anti-Smartwatch’ You’ve Been Waiting For | All Things Mobile

The Fitbit Air might be the “anti-smartwatch” you’ve been waiting for. This $100 wearable features no screen, no notifications and no distractions, just pure health tracking. After two weeks of testing, I’m convinced Google’s screenless health tracker has staying power. 0:00 – Design and Minimalist Philosophy 0:36 – Smartwatch Withdrawals and Battery Life 1:52 –…

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The Fitbit Air might be the “anti-smartwatch” you’ve been waiting for. This $100 wearable features no screen, no notifications and no distractions, just pure health tracking. After two weeks of testing, I’m convinced Google’s screenless health tracker has staying power.

0:00 – Design and Minimalist Philosophy
0:36 – Smartwatch Withdrawals and Battery Life
1:52 – Google Health App and AI Health Coach
2:41 – Accuracy and Fitness Tracking Trade-offs
4:10 – Use Case: Smartwatch Companion or Solo Tracker

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Science & Technology

Does your CEO have AI psychosis? Aaron Levie thinks most of them do. | Equity Podcast

The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of “AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, tech layoffs in 2026 are already nearly…

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The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of “AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, tech layoffs in 2026 are already nearly matching all of 2025, and DuckDuckGo installs are climbing from users who want Google to stop forcing AI into search and just give them links.

On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what happens when the AI-pilled and the AI-skeptical are both right at the same time, plus three deals worth knowing about and Waymo’s new robotaxi hitting the road.

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

01:18 Waymo’s new Ojai robotaxi

06:41 Stord raises $250M to take on Amazon fulfillment

12:46 Snowflake signs $6B deal with AWS

15:39 OpenRouter raises $113M Series B

20:07 The AI divide & anti-AI backlash

27:31 AI psychosis & how AI is reshaping headcount and hiring

37:04 Outro

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