Peak XV's AI field trips, and why we don't set self-driving cars on fire

Equity

TechCrunch

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

4.2 • 365 Ratings

🗓️ 12 February 2024

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

This morning we have an interesting mix of stories, which bring technology, politics and AI together in interesting ways. To work: Stocks: It’s another big week for earnings, including Hubspot, Instacart, Monday.com, and Cisco. We should learn a lot about the state of software and hardware sales as last year ended, and what some critical tech names see for the rest of the year. Crypto: Prices are up in the crypto world over the last week. Coinbase reports this week as well, which should give us a feel for how optimistic the leading North American crypto company is feeling. Waymo: Some folks set fire to a Waymo car in San Francisco. Which is so goddamned dumb that I would pull my hair out if I had any. Bugcrowd: A $102 million round? You love to see it. Mega-rounds have become less common in recent quarters, so when bug-bounty-focused Bugcrowd put together just such a round, we had to talk about it. AI field trips: No matter where you are founded, you are going to need to keep tabs on the AI work going on in Silicon Valley.

Transcript

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0:00.0	Hello and welcome back to Equity, the Tech Runch Podcast about the business of
0:15.0	startups where we unpack the numbers and the nuance behind the headlines.
0:18.8	This is Alex, good morning. Today is February 12, 2024,
0:23.8	and this is Equity's Monday show,
0:26.1	where we take a look back at the weekend
0:27.7	and a peak at the week that is ahead of us.
0:30.1	Now, this morning, we are post-Big football game. All I can say about that is let's go chiefs and let's go eagles next year,
0:37.0	but I bring that up in case the news feels ever so slightly light this morning. I think that's due in part to people holding back
0:44.3	their news until the sports game has worked its way through the system not that we
0:48.8	don't have a lot of great stuff this morning it just feels fractionally slower
0:52.4	than I expect for this time of the year.
0:55.0	Now on the show we do have a key earnings week,
0:58.0	crypto's latest key price movements, Waymo on fire,
1:02.0	tech politics and Starlink, bug crowds, big ground, and then we'll close out with a
1:06.7	VC-sponsored AI field trip. Let's go.
1:16.0	Let's start with a look at the world of money and if you spend that globe you'll find that stocks are mixed in Asia today, mostly higher in Europe and flat in
1:21.6	pre-market trading here in the US.
1:24.4	But what I care about the most is actually the upcoming earnings week.
1:28.4	Lots of names, lots of data coming.
1:30.5	Here's what you need to know.
1:32.4	On Monday, we'll hear from Arista Networks
1:34.8	Monday.com Zoom info and grinder I care a lot about Monday.com because it's been
	...

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