Equity

An ex-Anthropic researcher’s doomsday warning comes at a very interesting time

Equity

Show Notes

An Anthropic researcher resigned this week, warning in a post on X that the company is “racing straight to self-improving superintelligence and gambling with our lives”. The company's own alignment lead even co-signed the message rather than walking it back. It's the kind of doomer warning the AI industry has flirted with before, but the timing, with Anthropic reportedly preparing for an IPO, makes it land differently.

On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the latest AI safety warning and what it says about the industry's race toward increasingly capable models. Plus, Apple's first big event under new CEO John Ternus and more of the week's headlines.

Listen to the full episode to hear more about:

Why Apple leaned hard into AI at its hardware event, and how always-on features baked into the Watch and AirPods may matter more than the splashy new foldable iPhone

How Stokes Space's $1 billion raise reflects a launch market that's suddenly wide open now that SpaceX is winding down its Falcon rockets

Why investors poured $2 billion into coding startup Cognition at a $48 billion valuation, and what it says about how much room VCs think is left in AI coding

What a $50 million seed round for floating nuclear reactors says about the scramble to power AI data centers

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

3:28 Anthropic researcher's resignation warning

9:33 What's actually being done about AI risk?

15:56 Apple's AI-first hardware event

19:56 The case against a standalone AI wearable

21:53 Always-on listening: watch, AirPods, and privacy tradeoffs

26:43 The foldable iPhone's odds

27:16 Stoke Space raises $1B for a reusable rocket

31:17 Cognition raises $2B, betting on room for more AI coding players

34:13 BlueCore Energy's floating nuclear reactors

37:38 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

More from Equity

Oct 21, 2026

It seems like every big AI player is building a personal agent. Meta has Muse, OpenAI launched Dots, and a startup called Instinct recently raised $1 billion at a $10 billion valuation. But Eugenia Kuyda thinks the next generation of AI assistants needs to do more than book your restaurant reservations and find you hidden money in your Gmail.

Oct 16, 2026

Amulya Vishwanath, who spent seven years leading product marketing for NVIDIA’s robotics platforms, says robotics is currently in its “Lego era,” with the basic building blocks like actuators, robotic hands, software, and safety standards still being rebuilt.

Oct 14, 2026

The Equity crew was live at TechCrunch Disrupt 2026! Kirsten Korosec, Anthony Ha, and Sean O’Kane took over the Builders Stage Tuesday morning to tackle a growing challenge for the AI industry: what happens when AI agents go off-script, and who’s responsible for keeping them in check?

Oct 9, 2026

Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Microsoft earlier this year. Secrecy has fueled community backlash against AI infrastructure, with opposition leading to hundreds of proposed and enacted moratoriums from New York to San Francisco. Meanwhile, a wave of startups is betting that consumers will hand AI agents access to their inboxes, files, and credit cards — if they can get websites to let them in.

Oct 7, 2026

Tristan Walker and Brynn Putnam both built and sold major consumer companies. Now, they’re building products designed to bring people together.

See all episodes →