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General Intuition is betting millions of hours of video game data can train the foundation models for physical AI, making it easier to build smarter robots with minimal real-world data.
The autonomous vehicle space is starting to feel like a repeat of the 2016 hype cycle. Travis Kalanick is back building a robotics company, and the talent wars and capital are heating up the same way they did the first time around. The money’s flowing back, and it’s the people who lived through that first […]
Why AI programs at PE portfolio companies stall at the same organizational seam, and what to do about it. Blake Aber · Predicate Ventures · 2026 There's a failure mode I've watched play out at enough portfolio companies that I've given it a name: the ownership dyad. It goes like this. The AI program is running. The product manager owns the roadmap (what the AI should do). Engineering owns the deployment (how it does it). Both parties are competent. Both are aligned on the goal. And the AI initiative quietly stalls anyway, usually somewhere between the promising pilot and the production system that was supposed to follow. The mechanism is diffuse accountability at the decision layer. What the dyad looks like in practice In the average portco planning meeting, the PM and the engineering lead sit across from each other. The PM has a change request: "The model is producing summaries that miss the key clause in contracts above a certain length. We should fix this." Engineering hears this and wants to know: is this a prompt change or a model change? Either requires scoping, and scoping requires the PM's input on acceptable behavior. So engineering asks the PM. The PM says "whatever's best technically." Engineering ships a prompt change. The next month, the same issue appears in a different context. The PM brings it back. Neither person is wrong. Neither person is slacking. The problem is structural: there's no single person who can describe (precisely and completely) what the AI should produce, evaluate whether it's producing it correctly, and approve a change to the system without requiring the other party's sign-off. The dyad looks like shared ownership. It functions as diffuse accountability. No one is in charge of the model's behavior. The failure mode at month nine Most portco AI programs that make it through a successful pilot still die quietly around month nine of production. The most common reason is not that the model got worse. It's that the harness around the m
On the new episode of Equity, we discussed what actually prompted the administration's latest moves against Anthropic, and what this might mean for the AI ecosystem.
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 […]
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, […]
We're likely to see more price increases as the big AI companies plan to go public.
Defense tech is red hot right now. Anduril and Mach Industries just doubled and quadrupled their valuations, respectively, and the U.S. government is proposing a 40% increase in defense budget. A wave of new startups is chasing those government contracts, but according to Ross Fubini, the venture investor who wrote Anduril’s first check, most of them will get lost in the Valley of Death between prototype contract […]
Google I/O made it official: AI-generated answers are now front and center in search, and most brands have almost no visibility into how AI is describing them to their customers. For anyone who has spent years building a strategy around 10 blue links, the rules just changed in a pretty significant way. On this episode of TechCrunch’s Equity podcast, Rebecca […]