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Content provided by TechCrunch, Mary Ann Azevedo, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, and Margaux MacColl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechCrunch, Mary Ann Azevedo, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, and Margaux MacColl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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OpenAI and Microsoft’s ‘frenemies relationship,’ and what you missed at SXSW

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Manage episode 471369144 series 2552004
Content provided by TechCrunch, Mary Ann Azevedo, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, and Margaux MacColl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechCrunch, Mary Ann Azevedo, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, and Margaux MacColl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week, OpenAI inked a five-year, $11.9 billion deal with CoreWeave, the GPU-heavy cloud provider, securing its own AI computing pipeline—and a $350 million equity stake in the company.

With CoreWeave’s pending IPO and deep ties to Microsoft, OpenAI’s deal marks a significant shift in the AI cloud wars. Today, on TechCrunch’s Equity podcast, hosts Kirsten Korosec, Max Zeff, Anthony Ha, and Rebecca Bellan are diving into whether or not the deal is a power move against Microsoft or just an inevitable step in OpenAI’s bid for more compute, key deals of the week, and what you missed at South by Southwest 2025.

Listen to the full episode to hear about:

  • What Kirsten and Rebecca are seeing on the ground in Austin, and which founders are making moves
  • Who’s feeling the ‘vibe shift’ leading up to Y Combinator’s latest Demo Day, and why founders are raising less money
  • Scopely’s $3.5 billion bid for Pokémon GO maker Niantic

Equity will be back next week, so stay tuned!

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. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here.

Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We’d also like to thank TechCrunch’s audience development team. Thank you so much for listening, and we'll talk to you next time.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

647 episodes

Artwork
iconShare
 
Manage episode 471369144 series 2552004
Content provided by TechCrunch, Mary Ann Azevedo, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, and Margaux MacColl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechCrunch, Mary Ann Azevedo, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, and Margaux MacColl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week, OpenAI inked a five-year, $11.9 billion deal with CoreWeave, the GPU-heavy cloud provider, securing its own AI computing pipeline—and a $350 million equity stake in the company.

With CoreWeave’s pending IPO and deep ties to Microsoft, OpenAI’s deal marks a significant shift in the AI cloud wars. Today, on TechCrunch’s Equity podcast, hosts Kirsten Korosec, Max Zeff, Anthony Ha, and Rebecca Bellan are diving into whether or not the deal is a power move against Microsoft or just an inevitable step in OpenAI’s bid for more compute, key deals of the week, and what you missed at South by Southwest 2025.

Listen to the full episode to hear about:

  • What Kirsten and Rebecca are seeing on the ground in Austin, and which founders are making moves
  • Who’s feeling the ‘vibe shift’ leading up to Y Combinator’s latest Demo Day, and why founders are raising less money
  • Scopely’s $3.5 billion bid for Pokémon GO maker Niantic

Equity will be back next week, so stay tuned!

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. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here.

Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We’d also like to thank TechCrunch’s audience development team. Thank you so much for listening, and we'll talk to you next time.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

647 episodes

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