Does your CEO have AI psychosis? Aaron Levie thinks most of them do.

The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of "AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, tech layoffs in 2026 are already nearly matching all of 2025, and DuckDuckGo installs are climbing from users who want Google to stop forcing AI into search and just give them links. 

On this episode of TechCrunch's Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into what happens when the AI-pilled and the AI-skeptical are both right at the same time, plus three deals worth knowing about and Waymo's new robotaxi hitting the road. 

Listen to the full episode to hear: 

• Kirsten's first look at Waymo's new Ojai robotaxi in Phoenix, and the crew's thoughts on the company's path to profitability 

• Cloud data storage giant Snowflake’s $6 billion five-year agreement with AWS 

• Why Stord, the "anti-Amazon" fulfillment startup, just raised $250 million at a $3 billion valuation 

• What OpenRouter's $113 million raise says about the picks-and-shovels layer, and how long that interest lasts 

• How the AI agent wave is actually reshaping hiring, not just headcount 

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 

Chapters: 

00:00 Intro 

01:18 Waymo's new Ojai robotaxi 

06:41 Stord raises $250M to take on Amazon fulfillment 

12:46 Snowflake signs $6B deal with AWS 

15:39 OpenRouter raises $113M Series B 

20:07 The AI divide & anti-AI backlash 

27:31 AI psychosis & how AI is reshaping headcount and hiring 

37:04 Outro 

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