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Enterprise AI Thrives While Consumer Adoption Stalls at 2%

Tech leaders gathered at the White House this week to pledge AI safety commitments as the industry rebrands the technology, but consumer uptake remains minimal while enterprise spending accelerates.

·2 min read
Call it AI, call it Super Intelligence, only 2% of consumers are buying it
Call it AI, call it Super Intelligence, only 2% of consumers are buying it

https://playlist.megaphone.fm?e=TCML5615526991%20

The White House convened a gathering of major technology executives this week, including Mark Zuckerberg, Jeff Bezos, Elon Musk, and Dario Amodei of Anthropic, to sign an artificial intelligence safety pledge that President Donald Trump characterized as "morally binding." In a related move, Trump issued an executive order that officially rebrands AI as "super intelligence." Simultaneously, Meta and OpenAI are working to present more appealing versions of their AI offerings to the public, even as the sector's largest capital flows continue to originate from business customers rather than consumers.

On the latest episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane examine the week's significant AI developments, the financial challenges facing consumer-facing AI ventures, shifts in the initial public offering landscape, and recent funding announcements for emerging companies.

Topics covered in this episode

  • The implications of Oura's decision to withdraw its IPO filing, combined with the disclosure of Anthropic's confidential S-1 filing and OpenAI's pivot toward private capital, regarding the stringency of public market conditions
  • Quartermaster's $140 million funding round aimed at deploying real-time sensor technology in maritime shipping, an industry largely untouched by artificial intelligence innovation
  • Atomic, a supply-chain management company founded by former Tesla employees, now handling 90% of DoorDash's procurement operations
  • Charter Space, a Startup Battlefield finalist, securing $5 million to develop insurance solutions for satellite operations

Listeners can access Equity on YouTube, Apple Podcasts, Overcast, Spotify and other podcast platforms. The show also maintains a presence on X and Threads under the handle @EquityPod. Those interested in attending TechCrunch Disrupt 2026 can use the code Equity25 for a 25% discount on tickets, with Equity hosting a live broadcast on the Builders Stage at 9 a.m.

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