2026 predictions from LP-lead investments to IPO mania: Equity crossover

Episode notes

We're bringing you a special TechCrunch podcast crossover episode. Isabelle joins Equity Hosts Kirsten Korosec, Anthony Ha, and Rebecca Bellan to dissect the year's biggest tech developments, from mega AI funding rounds that defied expectations to the rise of "physical AI," and make their calls for 2026. The group tackled everything from why AI agents didn't live up to the hype in 2025 (but probably will in 2026), to how Hollywood will push back against AI-generated content, to why VCs are facing a serious liquidity crisis. Listen to the full episode to hear: Why world models are the next big thing in AI and how they're different from large language models The death of "stealth mode" for AI startups and the rise of alternative funding sources Predictions on regulatory chaos around AI policy and what Trump's recent executive order means for startups Hot takes on IPOs: Will OpenAI and Anthropic actually go public in 2026?

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