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Sam Altman isn’t the only one who wants to pump the brakes on AI

31 July 2026 at 18:26
After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it’s time for the AI industry to “pace” itself. The comments came just days after one of OpenAI’s own models broke out of its test environment and got tangled up in a breach at Hugging Face — though as Equity’s hosts point out, sloppy security seems to have […]

OpenAI’s own model went rogue before Kimi had Wall Street sweating

24 July 2026 at 17:50
Chinese AI lab Moonshot’s open model Kimi went viral this week for reasons that had less to do with the model itself and more to do with how the U.S. AI industry reacted to it. Meanwhile, an unreleased OpenAI model wandered outside its test environment and ended up connected to a real security breach at Hugging Face — a reminder […]

How Apple’s big lawsuit could disrupt OpenAI’s IPO plans

17 July 2026 at 18:45
Apple filed a trade secrets lawsuit against OpenAI last Friday, and it’s not messing around. The complaint alleges a pattern of misconduct reaching all the way up to OpenAI’s chief hardware officer and claims more than 400 former Apple employees now work at the company. OpenAI’s response so far has been carefully hedged, and the timing couldn’t be worse with the company reportedly eyeing an IPO […]

Is the US government’s Anthropic ban accidentally helping the brand?

19 June 2026 at 17:08
Just as last week was ending, the US government forced Anthropic to pull its two newest models, Fable 5 and Mythos 5, citing national security concerns after Amazon researchers allegedly found a way to bypass Fable 5’s guardrails.  Cybersecurity researchers have since signed an open letter calling the move dangerous, and Anthropic itself noted the same jailbreaks exist in other models. So is […]

NEA’s Tiffany Luck says enterprises are still figuring out their AI ROI

17 June 2026 at 21:17
Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due. Uber reportedly blew through its annual AI budget in a few months, some companies cut Claude licenses for parts of their org, and Meta killed its internal leaderboard.  This tension between […]

SpaceX, Anthropic, and OpenAI’s hot IPO summer

12 June 2026 at 17:23
The IPO market is back, and it’s not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it’s a stress test for investors, for valuations, and for […]

Why Andrew Yang is building instead of waiting for Washington

10 June 2026 at 23:24
Andrew Yang’s 2020 presidential campaign was based on a warning that automation and AI would hollow out the labor market and concentrate wealth in the hands of a few. At the time, ideas like Universal Basic Income felt fringe. Now Dario Amodei, Sam Altman, and Bernie Sanders are all saying versions of the same thing.  An entrepreneur at heart, […]
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