According to Box founder Aaron Levy, the people who decide that AI will replace your job are also the ones who least understand what your job actually means, pointing to this as an example of “AI psychosis.” In fact, ClickUp recently cut 22% of its AI agent headcount, and tech layoffs in 2026 are already roughly in line with all of 2025, and DuckDuckGo is seeing more installs from users who want Google to stop forcing AI into searches and just provide links.
In this episode of TechCrunch’s Equity podcast, Kirsten Kolosek, Anthony Ha, and Sean O’Kane dig into what happens when AI adopters and AI skeptics are simultaneously right, three deals worth knowing more about, and the arrival of Waymo’s new robotaxis.
Listen to the full episode and hear what’s next.
Kirsten’s first look at Waymo’s new Ojai robotaxis in Phoenix, and the crew’s thoughts on the company’s path to profitability How the wave of AI agents is actually reshaping not just headcount but hiring
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