AI Insiders vs. Everyone Else: The Gap Widens

The divide between AI insiders and the general public is growing, with new spending patterns, suspicions, and even new vocabulary emerging. OpenAI is on a buying spree, a shoe company rebranded as an AI infrastructure play, and Anthropic unveiled a model it calls too powerful to release publicly yet demoed it to Fed Chair Jerome Powell. The latest TechCrunch Equity podcast breaks down chipmakers AMD, Arm, and Qualcomm investing $60M in UK self-driving startup Wayve, Fluidstack's reported $50B agreement with Anthropic, and what the OpenAI versus Anthropic rivalry looks like on the enterprise battlefield.