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Why top talent is walking away from OpenAI and xAI | Equity Podcast

AI companies have been hemorrhaging talent the past few weeks. Half of xAI’s founding team has left the company — some on their own, others through “restructuring” — while OpenAI is facing its own shakeups, from the ⁠disbanding of its mission alignment team⁠ to the firing of a policy exec who opposed its “adult mode”…

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AI companies have been hemorrhaging talent the past few weeks. Half of xAI’s founding team has left the company — some on their own, others through “restructuring” — while OpenAI is facing its own shakeups, from the ⁠disbanding of its mission alignment team⁠ to the firing of a policy exec who opposed its “adult mode” feature.

On this episode of TechCrunch’s ⁠Equity⁠ podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into the week’s biggest deals and departures, from billion-dollar bets on fusion and robotics to the tech exodus reshaping AI companies.

Chapters
00:00 Intro
02:46 AI Super Bowl ads ⁠aren’t quite landing⁠ outside of Silicon Valley
04:31 Apptronik raises $935M for humanoid robotics
09:05 Will automakers partner with humanoid robotics startups?
13:05 Inertia Enterprises raises $450M for fusion energy
18:44 What the Epstein files reveal about ⁠Silicon Valley dealmaking⁠
30:56 The exodus at xAI and OpenAI, and what it means for the AI race
37:22 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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3 Comments

3 Comments

  1. @NugentDubaele

    February 13, 2026 at 8:21 pm

    End-near believer here. Even I think Elon’s XA80B passes ETH/Bitcoin performance Q4/early 2026. Has it all.

  2. @ichrisone

    February 14, 2026 at 1:51 pm

    Ouch! Who is going to compete with Anthropic? Just Google? Tangent here but this feels like classic unbridled Capitalism. 2 options at the end of the day for everything! 1 option better than communism. 😅. In reasoning that’s not much of a choice. False dilemma.

  3. @seanmchugh2866

    February 14, 2026 at 8:57 pm

    white liberal woman, the word equity fixed to the top left of the video, claiming “talent” is leaving. …i’m not sure if i need to watch this video to get the message…

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CNET

iPhone Duo Livestream: How Many Folds Can Apple’s Phone Take? Day 10

Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors…

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Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors online to answer any of your questions.

Join us weekdays from 10:00 AM – 2:00 PM PT / 1:00 PM – 5:00 PM ET

Read more about the iPhone Duo Folding Test on CNET.com
We Answer 16 Questions About Folding the iPhone Duo Hundreds of Thousands of Times

The iPhone Duo Is Now in Our Custom-Made Foldable Phone Test Machine. Will It Beat the Galaxy Fold 8?

iPhone Duo Review: Late to the Foldable Party, but It Steals the Show

Check out the 3D Printer Matthew Murray used to print the sled that iPhone Duo is sitting on:
Looking for the Most Accurate 3D Printer? Our Exclusive Testing Reveals One Clear Winner

Video Credits:
Host: Matthew Murray
Producer: Stephen Beacham
Thumbnail Designer: Zooey Liao

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After the midterms, is the AI industry in for a rough two years? | Equity Podcast

Democrats’ historic victories in this week’s U.S. midterm elections could also transform the tech industry. The public voted on 41 data center-related ballot measures on Tuesday — in all but one, the majority voted to impose more restrictions on data center development. And even when data centers weren’t on the ballot directly, they were a…

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Democrats’ historic victories in this week’s U.S. midterm elections could also transform the tech industry.

The public voted on 41 data center-related ballot measures on Tuesday — in all but one, the majority voted to impose more restrictions on data center development. And even when data centers weren’t on the ballot directly, they were a major talking point, with newly-elected Democratic governors and congressmembers likely to support additional regulation.

On the latest episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and Anthony Ha discuss what the election will mean for the tech industry moving forward — not just when it comes to data centers (which OpenAI is already trying to rebrand), but also increased government scrutiny of Big Tech.

Listen to the full episode to hear more about:

• Whether Google first satellite data center is ushering our orbital data center future
• If major layoffs at design software company Canva and website builder Squarespace can be blamed on AI
• Marvell’s $115 billion acquisition of Lumentum, in one of the largest deals in history
• Why CrowdStrike just acquired of two AI security startups
What NBCUniversal’s investment in Indian microdrama startup Elo • Elo means for the media landscape

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify, and all the casts. You can also follow Equity on X and Threads, at @EquityPod.

Chapters:

00:00 Intro

0:47 Founder Summit recap and an Equity team update

2:23 Midterm results and the data center backlash

7:49 OpenAI rebrands data centers as “compute campuses”

10:57 Wall Street cools on the data center buildout

13:30 Regulatory certainty and building outside the U.S.

15:45 Canva and Squarespace layoffs

20:37 Can AI chatbots replace products like Squarespace?

23:22 Marvell’s $115B Lumentum acquisition

26:51 CrowdStrike buys Fiddler AI and Dreadnode

30:20 Micro drama startup raises $80M

30:59 Outro

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CNET

Unboxing Sony’s New $60 USB-C Walkman Headphones

Riding on that resurgence, Bose recently released its USB-C Noise Cancelling Wired Earbuds and now Sony has a $60 USB-C version of its iconic MDR-3 Walkman on-ear headphones, called the MDR-3R. And they sound a lot better than we expected. Unbox them with us. #unboxing #sonywalkman #retro #mdr3r #usbcheadphones Video: David Carnoy Editor: Jon Gomez…

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Riding on that resurgence, Bose recently released its USB-C Noise Cancelling Wired Earbuds and now Sony has a $60 USB-C version of its iconic MDR-3 Walkman on-ear headphones, called the MDR-3R. And they sound a lot better than we expected. Unbox them with us. #unboxing #sonywalkman #retro #mdr3r #usbcheadphones

Video: David Carnoy
Editor: Jon Gomez

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