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Podcast: Equity
Episode:

Space: the final frontier of AI infrastructure
Category: Business
Duration: 00:34:00
Publish Date: 2026-04-03 16:44:00
Description:

Tech companies are racing to build data centers in space, pitching orbital compute as the next frontier for AI infrastructure, even as the technical and economic realities remain far from clear. Add in OpenAI’s massive $122 billion round and Bluesky’s latest AI backlash, and the message is clear: The future of AI is being shaped as much by ambition and hype as it is by real-world constraints. 

On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane unpack these massive capital bets, user backlash, and off-world compute plans along with Whoop’s major valuation and the literal downfall of robot Olaf.  

Listen to the full episode to hear about: 

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify, and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 

Chapters: 
00:00 Intro 
00:20 A humanoid Olaf robot collapses at Disneyland Paris 
03:30 OpenAI raises $122B at an $852B valuation 
11:30 Whoop lands $575M and bets big on wearable data 

18:50 The risks (and value) of personal health data 
23:00 Bluesky’s AI feed builder sparks backlash 
30:00 Can Bluesky keep growing — and compete with X? 
36:30 The race to build data centers in space 
44:30 SpaceX, Starlink, and the business of orbital compute 
49:30 Outro 

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