According to TechCrunch.com, a growing divide between AI insiders and the general public is becoming more apparent through industry spending patterns and emerging terminology. The publication’s Equity podcast, hosted by Kirsten Korosec, Anthony Ha, and Sean O’Kane, examined this trend in an April 17 episode.
According to the sources, OpenAI has been actively acquiring companies, including AI personal finance startup Hiro and business talk show TBPN. The podcast also discussed how Allbirds, a shoe company, recently rebranded as an AI infrastructure play after selling its shoe business.
The episode covered Anthropic’s announcement of a new model that the company claims is “too powerful to release publicly,” though TechCrunch.com notes the model was apparently demonstrated to Federal Reserve Chair Jerome Powell.
According to TechCrunch.com, the podcast also examined AI infrastructure developments, including chipmakers AMD, Arm, and Qualcomm investing $60 million in UK self-driving startup Wayve, and data center startup Fluidstack’s reported $50 billion agreement with Anthropic. The hosts discussed Claude Code’s presence at the HumanX conference as an indicator of the competitive dynamics between OpenAI and Anthropic in the enterprise market.
The episode was published on April 17, 2026, as both a podcast and video format.