Crypto’s second bubble, Juul has 60 days and three Chinese IPOs

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Hello and welcome back toEquity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines. After a long run of having guests climb aboard each week, we took a pause on that front, bringing together three of our regular hosts instead: Connie Loizos, Danny Chrichton, and myself. Despite the fact that there were just three of us instead of the usual four, we got through a mountain of stuff.

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Hot Girl Hotline is like ‘Dear Abby’ for the AI era; plus, after Factory’s public spat with Khosla, Menlo proudly invests

Photon held a funeral for mobile apps; plus, Kevin Mandia’s new ‘agent swarm’ security startup

World’s first enhanced geothermal power plant completed in just 23 months; plus, turning idle car inventory into rental revenue

Factory CEO just accused his VC board adviser of spying for Cognition

Ex-Tesla team raises $12.5M to put supply chains on autopilot; plus, EliseAI raises $350M, doubles valuation to $4B

AMD will acquire Fei-Fei Li’s World Labs for $8.2 billion; Physical AI chip developer SiMa AI hits $1.45B valuation

Ocean surveillance startup Quartermaster raises another $140M

Nexterity wants to automate the hard, dangerous part of pipefitting; plus, Feather is building the ‘Android of robotics’ for developers

Modal Motors is trying to cut China out of electric motors entirely; plus, PitPro’s first tire-changing robot goes live in Canada

a16z is challenging Silicon Valley’s love for drop-outs by launching a school; plus, AstroForge is putting AI in command of its next spacecraft