The AI gold rush is pulling private wealth into riskier, earlier bets 

On a recent episode of Equity, we talked to Arena Private Wealth to explore a growing trend: family offices bypassing VCs to gain direct exposure to AI startups, turning them from passive investors into active participants.

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet

CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every com…

PopSockets founder David Barnett talks about building a viral business

David Barnett, founder of PopSocket, stops by Equity to talk about scaling the business and what he’s learned as a leader.

AI companies are spending millions to thwart this former tech exec’s congressional bid

A tech billionaire-backed super PAC is spending $125 million to undercut candidates pushing for AI regulation. New York’s Alex Bores, a former tech executive himself, is one of them.

Google VP warns that two types of AI startups may not survive

As generative AI evolves, a Google VP warns that LLM wrappers and AI aggregators face mounting pressure, with shrinking margins and limited differentiation threatening their long-term viability.

The enterprise AI land grab is on. Glean is building the layer beneath the interface.

In this week’s episode of the Equity podcast, Glean CEO Arvind Jain explains the company’s shift from enterprise search tool to middleware layer for enterprise AI.

Why top talent is walking away from OpenAI and xAI

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 disban…

How Elon Musk is rewriting the rules on founder power

Elon Musk has merged SpaceX and xAI, creating what might be the blueprint for a new Silicon Valley power structure. With his $800 billion net worth already rivaling historic conglomerate GE’s peak market cap,&#1…

SpaceX’s IPO could open the floodgates — and secondaries are booming in the meantime

To unpack what SpaceX’s IPO chatter means, how private liquidity works before a debut, and what investors are looking for in today’s pre-IPO giants, we spoke with Greg Martin, managing director at Rainmaker Securities, a broker-dealer specializing in s…

Why this VC thinks 2026 will be ‘the year of the consumer’

AI adoption in enterprise is stalling as companies don’t know where to start. Vanessa Larco of Premise VC thinks 2026 will be the year of the consumer.