What happens when companies become too AI-pilled?

SAN FRANCISCO, CALIFORNIA – OCTOBER 29: Aaron Levie, Co-Founder & CEO, Box, speaks onstage during day three of TechCrunch Disrupt 2025 at Moscone Center on October 29, 2025 in San Francisco, California. (Photo by Kimberly White/Getty Images for TechCrunch) | Image Credits:Getty Images for TechCrunch / Getty Images Loading the player… The people deciding that…


What happens when companies become too AI-pilled?
<span class=SAN FRANCISCO, CALIFORNIA – OCTOBER 29: Aaron Levie, Co-Founder & CEO, Box, speaks onstage during day three of TechCrunch Disrupt 2025 at Moscone Center on October 29, 2025 in San Francisco, California. (Photo by Kimberly White/Getty Images for TechCrunch) | Image Credits:Getty Images for TechCrunch / Getty Images” loading=”eager” height=”640″ width=”960″ class=”yf-lglytj loaded”/>
SAN FRANCISCO, CALIFORNIA – OCTOBER 29: Aaron Levie, Co-Founder & CEO, Box, speaks onstage during day three of TechCrunch Disrupt 2025 at Moscone Center on October 29, 2025 in San Francisco, California. (Photo by Kimberly White/Getty Images for TechCrunch) | Image Credits:Getty Images for TechCrunch / Getty Images

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The people deciding that AI can replace your job are also the ones least likely to understand what your jobย truly involves, according to Box founder Aaron Levie, who pointed to this as an example ofย โ€œAI psychosis.โ€ Indeed,ย ClickUpย recentlyย cut 22% of its workforce for AI agents, tech layoffs in 2026 are already nearly matching all of 2025, andย DuckDuckGo installs are climbingย from users who wantย Googleย to stop forcing AIย into searchย and just give them links.

Watch as TechCrunchโ€™sย Equityย podcast hosts Kirsten Korosec, Anthony Ha, and Sean Oโ€™Kane dig into what happens when the AI-pilled and the AI-skeptical are both right at the same time, plus three deals worth knowing about and Waymoโ€™s new robotaxi hitting theย road.

Subscribe to Equity onย YouTube,ย Apple Podcasts,ย Overcast,ย Spotifyย and all the casts. Youย also canย follow Equity onย Xย andย Threads, at @EquityPod.



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