The Equity podcast, hosted by Kirsten Korosec, Anthony Ha, and Sean O’Kane, is set to explore the growing tension between companies that are heavily investing in AI and those that remain skeptical of its impact. The episode, titled *What Happens When Companies Become Too AI-Pilled?*, delves into the consequences of over-reliance on AI technologies, including workforce reductions and shifting user preferences. According to Box founder Aaron Levie, the individuals making decisions about AI's role in replacing human jobs are often the least equipped to understand the intricacies of those roles, a phenomenon he describes as 'AI psychosis.' This sentiment is echoed by recent developments, such as ClickUp’s decision to cut 22% of its workforce due to AI agents. Meanwhile, DuckDuckGo has seen a 30% increase in installations as users seek alternatives to Google’s AI-driven search features. The episode also highlights three significant deals and Waymo’s new robotaxi initiative. *Source: [techcrunch](https://techcrunch.com/video/what-happens-when-companies-become-too-ai-pilled/)*