Google I/O made it official: AI-generated answers are now front and center in search, and most brands have almost no visibility into how AI is describing them to their customers. For anyone who has spent years building a strategy around 10 blue links, the rules just changed in a pretty significant way.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan caught up with Matt Thompson, VP of partnerships at Scrunch, a startup positioning itself at the center of the AI search shift, to talk about what Google’s changes mean and marketers and founders should actually do about it.

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

01:15 Why Google is going all-in on AI search

03:25 Meet Scrunch

09:00 Personalized agents, shopping, and Google’s advantage

12:13 What advertisers need to track now

13:48 How websites become “agent ready”

15:34 AI search vs. traditional SEO

22:33 “Scrunching” webpages down for AI agents

23:47 Google’s SEO guidance vs. Scrunch’s approach

27:17 Why unique human content still matters

28:51 Advice for startups adapting to AI search

29:52 Outro

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.

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