TechCrunch

Does Your CEO Have AI Psychosis? Aaron Levie Thinks Most of Them Do. | Equity Podcast

The Equity podcast episode dives into the latest developments in autonomous transportation and cloud‑AI deals, starting with Whimo’s unveiling of its sixth‑generation robo‑taxi, dubbed Ohhigh, and then moving to a series of funding announcements that could reshape e‑commerce fulfillment and AI infrastructure. Whimo’s Ohhigh is built on a stripped‑down Jaguar I‑PACE platform, promising lower build and maintenance costs, a flat‑floor interior, and “gondola” doors for safer passenger entry. The company is piloting the vehicle in Phoenix, Los Angeles and San Francisco, using a classic slow‑rollout strategy while simultaneously dealing with service suspensions and recall notices that affect older fleets. In the commerce space, Stored, founded by Georgia Tech alumni, secured $250 million at a $3 billion valuation, branding itself as the “anti‑Amazon” fulfillment provider that lets merchants retain customer relationships. Meanwhile, Snowflake struck a $6 billion agreement with AWS to run its workloads on Amazon’s new Graviton CPUs, signaling a shift from GPU‑heavy AI models to more cost‑effective CPU solutions. The episode also notes Open Router’s $113 million Series B led by Alphabet’s Capital G, positioning the startup as an AI gateway for emerging applications. These moves illustrate how autonomous vehicle makers are racing to achieve profitability, while e‑commerce and AI players are diversifying infrastructure to reduce dependence on dominant platforms. Investors should watch Whimo’s scaling challenges, the competitive pressure on Amazon’s fulfillment monopoly, and the growing preference for CPU‑centric AI workloads as potential catalysts for market realignment.