{"podcast":{"title":"Equity","slug":"equity-55848","podcast_index_feed_id":55848,"rss_url":"https://feeds.megaphone.fm/YFL6537156961","website_url":"https://techcrunch.com/","image_url":"https://megaphone.imgix.net/podcasts/7f647576-b0d4-11ef-ad77-1356cd002e92/image/c517eaa8f9b86d18ff98a18dec7a5178.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"TechCrunch","episode_count":774,"summary":"The intersection of technology, startups, and venture capital touches everything now. That’s why Equity, TechCrunch's flagship podcast, digs into the business of startups for entrepreneurs and enthusiasts alike. Every Wednesday and Friday, TechCrunch reporters keep you up-to-date on the world of business, technology, and venture capital. Equity is ranked the No.2 podcast in the Top 100 Venture Capital All time leaderboard on Goodpods—As well as No.17 for the Top 100 Finance All time chart and No.32 for the Top 100 Business News All time chart.","last_synced_at":"2026-07-18T04:19:04.251830+00:00","page_url":"https://stenobird.com/podcast/equity-55848"},"episode":{"title":"What if the AI giants are building the roads, not the destinations? Chi-Hua Chien thinks he knows who wins","slug":"what-if-the-ai-giants-are-building-the-roads-not-the-destinations-chi-hua-chien-thinks-he-knows-who-wins","published_at":"2026-06-24T15:45:00+00:00","page_url":"https://stenobird.com/podcast/equity-55848/what-if-the-ai-giants-are-building-the-roads-not-the-destinations-chi-hua-chien-thinks-he-knows-who-wins","show_page_url":"https://stenobird.com/podcast/equity-55848","url":"https://traffic.megaphone.fm/TCML8357978955.mp3","audio_url":"https://traffic.megaphone.fm/TCML8357978955.mp3","summary":"In this episode, TechCrunch Editor in Chief Connie Loizos talks with Goodwater Capital co-founder Chi-Hua Chien, whose career spans some of Silicon Valley’s biggest technology shifts, from helping source Accel’s investment in Facebook as a young associate to backing a new generation of consumer and AI startups. While much of the venture world is focused on models, chips, and infrastructure, Chi-Hua argues that history suggests the biggest long-term winners of the AI era may be the application companies built on top of them. They talk about why AI startups are reaching unprecedented revenue levels with remarkably small teams, what’s driving today’s soaring valuations, and why he believes many infrastructure businesses will eventually face the same commoditization pressures seen in previous technology cycles. He also shares what he’s seeing inside consumer AI, from hyper-personalized entertainment and women’s health platforms to new products built around voice, agents, and individualized experiences. And they discuss the increasingly public tensions between founders and VCs, why some of the most interesting fintech innovation is happening outside the U.S., and why Chi-Hua believes one of the biggest opportunities in consumer technology may be helping people reconnect in the real world. Learn more about your ad choices. Visit megaphone.fm/adchoices","meta_description":"In this episode, TechCrunch Editor in Chief Connie Loizos talks with Goodwater Capital co-founder Chi-Hua Chien, whose career spans some of Silicon Valley…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2597,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/equity-55848/episodes/what-if-the-ai-giants-are-building-the-roads-not-the-destinations-chi-hua-chien-thinks-he-knows-who-wins/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/equity-55848/what-if-the-ai-giants-are-building-the-roads-not-the-destinations-chi-hua-chien-thinks-he-knows-who-wins.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}