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Equity

Live demo fails, AI safety wins, and the Golden Age of Robotics

Equity

TechCrunch

Founders, Silicon Valley, Finance, Ipo, Vc, Technology, Business News, Startups, Business, Venture Capital, News, Stock Market, Entrepreneurship, Techcrunch

4.2365 Ratings

🗓️ 19 September 2025

⏱️ 33 minutes

🧾️ Download transcript

Summary

This week on Equity, Anthony Ha, Kirsten Korosec, and Max Zeff unpack the biggest moves in AI, robotics, and regulation. Listen to the full episode to hear about: Meta Connect's AR/AI vision and neural wristband control (plus the demos that didn't go as planned) Jack Altman's rapid $275M fundraise and the Altman brothers' expanding Silicon Valley influence The Waymo-Lyft partnership bringing robotaxis to Nashville and the hunt for profitable AV models California's new AI safety legislation and what it means for Big Tech Why investors may soon call this the "golden age of robotics" Equity will be back next week. Subscribe wherever you get your podcasts! 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

This is a paid ad by Fidelity Private Shares.

0:03.2

A messy or missing cap table might not just slow you down.

0:05.8

It could cost you your next fundraising round.

0:08.3

Hello and welcome back to Equity TechCrunch's flagship podcast about the business of startups.

0:14.3

Today is Friday, September 19th.

0:16.4

I'm Kirsten Koresak, transportation editor at TechCrunch.

0:19.4

And I'm joined, as always, with senior AI reporter Max Zeth and weekend editor, Anthony Ha.

0:26.5

It was a late night last night, Max, for, well, mostly for you.

0:31.3

That's true.

0:32.0

That's true.

0:32.6

So I was at MetaConnect yesterday, where they unveiled new smart glasses with a screen in the right

0:39.4

lens and they're controlled by a neural wristband that tracks micro movements between your brain

0:45.8

and your hand.

0:48.2

And this was a big deal for Meta.

0:50.4

This is kind of an ambitious product for them. It's a lot more compelling than VR headsets, frankly.

0:57.7

But there is a kind of a question around, is this enough to really kind of compete with Apple and Google and all these other hardware manufacturers out there?

1:07.6

I guess I have a similar question, but coming at it from a slightly different angle, which is just that it, you know, all the headlines about meta that, I think even you

1:15.5

write nowadays are mostly about the insane amounts of money they're spending in AI. So to what

1:19.8

extent, I mean, is this even an area that they're still committed to versus just something that's

1:24.0

become relegated to a side project? Well, glad you asked, because the pitch of Metacenect this year was basically about how

1:32.6

AI and AR are going to fuse together and how AR smart glasses are the perfect,

1:39.3

synergy, the perfect way to distribute superintelligence through the world.

...

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