Twilio shops, Uber and Lyft IPO scuttlebutt, and Instacart raises $600M

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Hello and welcome back toEquity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week we had the Three Excellent Friends (Connie Loizos, Danny Chrichton, and Alex Wilhelm) on hand to kick things about with Scale Venture Partner’s own Rory O’Driscoll. As I’ve written the last few weeks, what a pile of news we’ve had recently. And like the last few episodes, we had to pick and choose what to drill into.

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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