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Hello and welcome back to Equity , a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. Pine Labs is looking to go public in the United States , China venture capital data is looking pretty strong , Assent Compliance raised a huge round and Arive is apparently a thing.
Hello and welcome back to Equity , TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines. Pour some extra coffee, and get hype. A French hosting company is going public , an Indian used-car marketplace raised a boatload of cash , and Amazon is investigating a bribe.
Although the virtual Lius nearly 40-minute-long slot made for only a short section of the 11-hour-long e-commerce event, its appearance still suggests that the company sees use of the avatar as a headline- and hype-generating strategy as it looks to boost consumption on its platforms.
So this all depends on your frame of reference, Nilay, and I guess, which headlines you’re reading and believing. I spend a lot of time thinking about the 5G hype cycle, and how it didn’t pan out, and I was made to believe that there was some sort of race to 5G that was important. You see what China is doing. I missed this one.
However, many AI application companies are currently being overvalued amid the hype, which was the consensus among guests at the Summit. Theres no doubt that geopolitical tensions are exacerbating the technology decoupling between China and the US markets. De-risking or global collaboration?
As the "magnificent seven" US tech companies slump amidst a disappointing fourth quarter , China's tech sector is rallying, spurred by the explosive reverberations of Chinese AI company DeepSeek. Global investors are starting to reassess Chinas investability within the tech and AI space," wrote Morgan Stanley strategist Laura Wang.
Cherlynn: I mean, so that headline is like all thanks to our EIC, Aaron [00:02:00]Souppouris, because I was like, where, where do I go from here? And I think that that's the thing and that's why I went with that headline in the end. The thing we kept coming back to was like just one camera, no mag safe, no fast wireless charging.
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