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This week, Meta unveiled Glimmer, an open-weight AI model that anyone can download and operate on their own hardware—a sharp departure from Muse Spark, the company’s more powerful model that remains restricted behind its proprietary APIs. The release came alongside a letter from Mark Zuckerberg advocating that AI should be accessible “for everyone” rather than dominated by a select group of labs. However, as the Equity hosts point out, that vision comes with a few caveats. Tune in to the full episode for insights on:

Who’s in the market for a $300 cocktail robot. Why Anthropic is introducing watermarks to its generated text—and why users aren’t thrilled. The potential price tag of Amazon’s planned data center in Texas, plus the startups working to strengthen the grid, including Form Energy’s $750M raise for 100-hour batteries, Reservoir’s $8M investment in smarter water heaters, and Discovered Materials’ quest for cooler chips. Why Joby Aviation’s $500M acquisition of a defense contractor reminds Kirsten of its Blade deal last year—and what the 2028 LA Olympics have to do with it. How a $250M agreement between video-clipping startup VideoVerse and sports publisher Minute Media fell apart amid allegedly forged documents, multiple lawsuits, and a CEO who’s nowhere to be found. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify, and all other podcast platforms. You can also follow Equity on X and Threads at @EquityPod.