Venture

AI burnout, billion-dollar bets, and Silicon Valley's Epstein problem

Equity is digging into the week's biggest deals and departures, from billion-dollar bets on fusion and robotics to the tech exodus reshaping AI companies like xAI and OpenAI.

February 13, 2026 · Anthony Ha, Kirsten Korosec, Sean O'Kane, Theresa Loconsolo

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AI companies have been hemorrhaging talent the past few weeks. Half of xAI’s founding team has left the company — some on their own, others through “restructuring” — while OpenAI is facing its own shakeups, from the disbanding of its mission alignment team to the firing of a policy exec who opposed its “adult mode” feature.

On this episode of ’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into the week’s biggest deals and departures, from billion-dollar bets on fusion and robotics to the tech exodus reshaping AI companies.

Listen to the full episode to hear about:

  • Why humanoid robot startups are raising nearly $1 billion and partnering with Google DeepMind
  • Whether fusion power startup Inertia Enterprises can actually deliver on its 2030 timeline, and why investors keep betting millions
  • What the Epstein files reveal about Silicon Valley dealmaking, particularly during the EV boom
  • Why AI Super Bowl ads might not be landing outside Silicon Valley

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