NEA 파트너 티파니 럭이 말하는 AI IPO, 투자 수익(ROI)의 현주소

NEA's Tiffany Luck on AI IPOs, personal agents, and the ROI reckoning Rebecca Bellan , Theresa Loconsolo Jun 17, 2026 Listen on Apple Podcasts Listen on Spotify Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due . Uber reportedly blew through its annual AI budget in a few months, some companies cut Claude licenses for parts of their org, and Meta killed its internal leaderboard. This tension between hype and ROI is exactly where NEA partner Tiffany Luck lives these days. She got her start convincing companies that e-commerce was the future, and now she's all in on AI, especially when it comes to the possibilities for "magic moments" in the consumer business. On this episode of TechCrunch's Equity podcast, Luck joins Rebecca Bellan to talk about the future of personal agents, her thoughts on this year's AI IPOs, and how startups are stepping in to help enterprises track return on AI spend. Listen to the full episode to hear: What the tokenmaxxing-to-ROI shift means for how companies measure AI spend. Why forward deployed engineers are becoming a "Trojan horse" for AI adoption. How enterprises are mixing and matching models instead of committing to one provider. Why Tiffany thinks value is being created at every layer of the AI stack, not just at the model layer. Subscribe to Equity on YouTube , Apple Podcasts , Overcast , Spotify and all the casts. You also can follow Equity on X and Threads , at @EquityPod. Rebecca Bellan Senior Reporter Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications. You can contact or verify outreach from Rebecca by emailing rebecca.bellan@techcrunch.com or via encrypted message at rebeccabellan.491 on Signal. View Bio Theresa Loconsolo Audio Producer Theresa Loconsolo is an audio producer at TechCrunch focusing on Equity, the network's flagship podcast. Before joining TechCrunch in 2022, she was one of 2 producers at a four-station conglomerate where she wrote, recorded, voiced and edited content, and engineered live performances and interviews from guests like lovelytheband. Theresa is based in New Jersey and holds a bachelors degree in Communication from Monmouth University. You can contact or verify outreach from Theresa by emailing theresa.loconsolo@techcrunch.com . View Bio June 18 Los Angeles Get an inside look at what it takes to scale and succeed from leaders at Mach Industries, Founders Fund, and Shinkei Systems. Through candid fireside chats and high-impact networking, you'll walk away with valuable insights and new connections. REGISTER NOW Most Popular SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO Sean O'Kane The US government's Anthropic models ban was never about an AI jailbreak Zack Whittaker The AI layoff wave is becoming a powder keg Connie Loizos Amazon CEO reportedly raised Anthropic model concerns before government crackdown Anthony Ha The FBI built its own replica small town to simulate real-world cyberattacks Zack Whittaker Meta's months-old AI unit is a soul-crushing gulag, say the engineers stuck inside it Connie Loizos Jeff Bezos's Prometheus raises $12B to build an ‘artificial general engineer' for the physical world Marina Temkin Latest Equity Episodes See More AI NEA's Tiffany Luck on AI IPOs, personal agents, and the ROI reckoning Rebecca Bellan Theresa Loconsolo 3 hours ago Transportation The SpaceX IPO has finally arrived — here’s what TechCrunch editors think so far Russell Brandom Theresa Loconsolo Sean O'Kane Jun 12, 2026 Startups It’s hot IPO summer, and the MANGOS are ripe Theresa Loconsolo Kirsten Korosec Anthony Ha Sean O'Kane Jun 12, 2026 Startups Andrew Yang on Noble Mobile, UBI, and why he's done waiting for policy to catch up Theresa Loconsolo Rebecca Bellan Jun 10, 2026