Could OpenAI fill Microsoft’s shoes?

Equity

TechCrunch

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4.2 • 365 Ratings

🗓️ 20 June 2025

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

OpenAI recently announced a $200 million deal with the U.S. Department of Defense, which has us wondering: Could this further strain the company’s relationship with its biggest backer, Microsoft? After all, there have been numerous reports about growing tensions between the two companies, particularly as they become more competitive over enterprise deals. Today, on TechCrunch’s Equity podcast, hosts Anthony Ha and Max Zeff discuss how the OpenAI/DoD deal reflects Silicon Valley’s increasingly cozy relationship with the military and why industry leaders are calling for an AI “arms race.” Listen to the full episode to hear more highlights from the week, including: Whether it’s a good thing that Vice President JD Vance joined Bluesky (and was briefly suspended) What it means that Wix acquired a six-month-old “vibe coding” startup for $80 million (and why Anthony hates the phrase “vibe coding”) A panel in which investor Ali Partovi and Cognition President Russell Kaplan discuss what technical talent means in the age of AI Equity will be back next week, so stay tuned! Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We’d also like to thank TechCrunch’s audience development team. Thank you so much for listening, and we'll talk to you next time. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	On June 25th, Ironheart arrives on Disney Plus.
0:03.0	What is going all with you?
0:04.8	From Marvel Television, an executive producer, Ryan Coogler.
0:07.8	I wanted to build something undeniable, but now I'm in trouble.
0:10.7	Don't miss the sixth episode of Vand.
0:12.7	I joined a crew of criminals, and now I'm about to get killed by a deranged man in a cake.
0:17.4	Be the first to experience the all-new series.
0:20.5	You've bitten off a hell of a lot more than you can chew.
0:22.7	Uncle chill a lot.
0:23.5	Marvel Television's Iron Hard.
0:25.4	Streaming June 20th, only on Disney Plus.
0:27.7	18 plus subscription required.
0:29.1	Deas and Cs Apply.
0:45.2	So Max, did you see that J.D. Vance joined Blue Sky this week?
0:50.5	I did. And it was clear right from the start that he was up to no good on there.
0:54.3	Tell me more about his no good.
1:00.7	So, I mean, right from the start, he, you know, started posting about transgender kids and he was suspended almost immediately upon arriving, perhaps setting a new record for a time
1:06.4	spent on blue sky, T-sab before getting suspended.
1:10.8	We have to come up with a new acronym for all of that.
1:13.0	But apparently it was just a fluke.
1:15.2	And Blue Sky said that they thought he might have been impersonating J.D. Vance.
1:19.6	But it turned out, alas, it was the real one all along.
	...

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