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Equity

Nvidia has an OpenClaw strategy. Do you?

Equity

TechCrunch

Business, News, Technology, Business News, Entrepreneurship

4.2372 Ratings

🗓️ 20 March 2026

⏱️ 37 minutes

🧾️ Download transcript

Summary

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 company needs an “OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks.  On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane break down what Nvidia's growing web of AI infrastructure partnerships actually means for startups, and more of the week's headlines.  Listen to the full episode to hear about:  Travis Kalanick’s return building a "wheelbase for robots" with his new startup Atoms, and the crew has questions about Kalanick’s acquisitions along the way  Rivian’s partnership with Uber to build robotaxi versions of its R2 in a deal worth up to $1.25 billion, while pushing back its EBITDA target to do it  Frore landing a $1.64 billion valuation for its AI chip cooling systems  xAI rebooting, again, with only two of its original eleven co-founders still standing  Garry Tan's Claude Code setup went viral at SXSW (Spoiler: the crew is not impressed).  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  00:20 Garry Tan's Claude Code setup goes viral at SXSW  03:37 Travis Kalanick is back with a new startup  12:51 Uber and Rivian's $1.25B RoboTaxi deal  20:54 Chip cooling startup Frore becomes a unicorn  22:56 Nvidia GTC recap: $1 trillion in sales projections  31:42 Elon Musk is rebooting xAI...again  36:37 Outro  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Presented by Dot Tech Domains, where tech founders find sharp, memorable names for their tech startups.

0:05.7

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

0:10.9

Today is Friday, March 20th, and I'm Kirsteck, Transportation Editor here at TechCrunch,

0:16.4

and I'm joined by our weekend editor Anthony Haugh and senior reporter Sean O'Kane.

0:22.2

Anthony, what's new this week?

0:24.5

Anything exciting happen?

0:26.6

I mean, so many things.

0:28.6

One of them that I wanted to start with was something that happened at South by Southwest,

0:32.7

which is, I know you are recently back from, but there was this session with Gary Tan

0:37.3

of Y Combinator that got a lot

0:38.9

of people talking, and he was talking about his Claude Code setup, which I think a lot of people

0:45.2

were excited about, but not necessarily for positive reasons. Did either of you follow this?

0:49.9

Well, yes, I wasn't able to be at that session, but I was on the ground at South By,

0:56.0

and luckily we had someone else on staff tuning into it.

0:59.6

And yeah, cyber psychosis.

1:01.4

It's a whole new thing.

1:02.7

And it's when you have so much stoke for AI that you actually don't sleep very often.

1:07.5

And you don't even, according to Gary Tan, don't even have to take drugs anymore

1:11.5

for it, which is great. Julie's story about this has a line that says, we confirmed with Tan's

1:17.2

assistant that he was joking. So he's not actually saying his cyber psychosis. Of course.

1:22.1

But it just like was this very elaborate setup to just be like, I'm very excited about AI agents, including

1:28.9

the setup myself. I mean, in general, the way I think there's a certain kind of founder

...

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