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Are AI companies now just defense technology?

TechBrunchBy TechBrunchDecember 20, 20242 Mins Read
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AI is everywhere. And it is increasingly being described as a defense technology.

This week, the Equity Pod gang (including newcomers Max Zeff, Margaux McCall, and Kirsten Kolosek) noticed a new trend: the worlds of AI and defense technology are colliding. It's important for several reasons.

One is that venture capital is flowing into both AI and defense technology. Dual use will continue for a while. AI is also attracting attention from lawmakers and defense experts who are concerned about the impact of China and the United States maintaining their leading positions as developers of the technology.

Listen to the full episode to hear:

There's a new fund in town. And surprisingly, Humba Ventures' $40 million fund focuses on deep technology and defense.

How enterprise AI startup Cohere is different from all other AI startups, and why have they remained so silent? This is especially true with this new contract with Palantir.

Let's dig into the great philosophical questions of 2024: Is it foolish to IPO in an election year? And perhaps more importantly, will this IPO drought continue into 2025? Or?

Should founders be wary of foreign-backed investors?

Stocks will be back next week, so stay tuned!

Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo and posted every Wednesday and Friday. Subscribe on Apple Podcasts, Overcast, Spotify, and all casts. You can also follow stocks × and threads (@EquityPod). For a transcript of the entire episode, if you prefer reading to listening, check out the full episode archive here.





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