This week, the White House got nearly every major tech CEO in one room — Zuckerberg, Bezos, Musk, and Anthropic’s Dario Amodei among them — to sign an AI safety pledge that President Donald Trump called “morally binding. ” Trump also signed an executive order officially rebranding AI as “super intelligence,” and meanwhile, Meta and OpenAI are putting friendlier faces on their AI products , even as the biggest money in AI still appears to be coming from the enterprise.

On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into this week’s AI moves, the ugly economics of consumer AI , plus the shifting IPO market and a handful of startup deals. Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops.

He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane. Get 50% off a second pass The Disrupt experience is meant to be shared. Get your pass and bring a colleague, partner, or peer at 50% off. Cover more ground by making connections, building momentum, and discovering what’s next in the startup ecosystem.

Google thinks SpaceX's Starship has to launch 1,800 times before space data centers get off the ground Tim Fernholz Google releases Gemini 4 Argon, called its most powerful model yet Lucas Ropek The Pentagon taps Elon Musk and Palmer Luckey to help decide what the military should do next Dominic-Madori Davis Pledge signed by President Trump and top AI leaders misspells the United States Dominic-Madori Davis OpenAI launches Dots, its bubbly agentic avatar Lucas Ropek AMD will acquire Fei-Fei Li's World Labs for $8. 2B Tim Fernholz Viral AI agent Instinct raises $1B Series C at a $10B valuation Sarah Perez