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According to Box founder Aaron Levie, the very people making decisions about AI replacing your job are often the ones who least understand what that job actually entails. He calls this phenomenon "AI psychosis." This idea is gaining traction as real-world examples pile up: ClickUp recently slashed 22% of its workforce, citing AI agents as the reason. Tech layoffs in 2026 are already approaching the total for all of 2025. Meanwhile, DuckDuckGo installs are surging as users push back against Google’s push to force AI into search, preferring plain links instead. Tune into the full episode for these highlights:

Kirsten gets her first look at Waymo’s new Ojai robotaxi in Phoenix, and the team weighs in on the company’s path to becoming profitable.

Cloud data storage heavyweight Snowflake just signed a massive $6 billion, five-year agreement with AWS.

Stord, the "anti-Amazon" fulfillment startup, raised $250 million at a $3 billion valuation.

OpenRouter’s $113 million raise sheds light on the picks-and-shovels layer—and how long that investor interest might last.

The AI agent wave is actually reshaping hiring, not just cutting headcount.

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