Sean O'Kane

Things Sean Says on Podcasts

Senior transportation reporter at TechCrunch with a decade of coverage of the business and technology of transportation, including Tesla and the startups chasing it. Previously reported for Bloomberg News, where he worked on EV SPAC stories, and for The Verge. Writes for TechCrunch on EVs, autonomous vehicles, trucking and drone delivery. Appears on TechCrunch's Equity podcast alongside Kirsten Korosec and Anthony Ha.

Where to Find Them

Sean O'Kane writes TechCrunch , hosts Equity , hosts The Vergecast and writes Tech Won't Save Us . They have also been a guest on Version History (2 times) and Better Offline .

Recently: “Anthropic’s S-1 is here. Does AI pay off?” on Equity (October 2026); “The PHP Armageddon reminds us that the internet is held together by glue and dreams” on Equity (October 2026); “Who’s the sheriff in AI’s wild west? (Equity Live at TechCrunch Disrupt 2026)” on Equity (October 2026); “Amazon drops data center NDAs, and AI agents want your credit card” on Equity (October 2026); “Uber is spending $2.3B to get into catering” on TechCrunch (October 2026); “Call it AI, call it Super Intelligence, only 2% of consumers are buying it” on Equity (October 2026).

What They Said

The hosts were going through the risk factors in Anthropic's S-1. Sean points to two wording choices: the filing uses the administration's name for the Pentagon, but reserves 'SI' for systems integrators rather than superintelligence.

Equity · 2026-10-30 Permalink → Listen →
Equity Around 26:12 into the episode
Anthony Ha

That's happened in testing.

Kirsten Korosec

…is that these founders may end up with more like great voting control and maintaining that, but less economic power. So that is kind of an interesting risk factor that I don't know. I don't think we're going to see it play out for a long time, but that is one I'll be definitely paying attention to.

Sean O'Kane

Yeah, I mean, there's a lot of fun ones, like, you know, including some that have been reported in the run up to the release of this, like, you know, the existential risk to humanity and all that fun stuff. I think the, I think the insurance one is one of my favorites because it's just like one of the most over-the-top things to have to point out. Like, I got to imagine the lawyers sitting in a room and being like, well, I guess we technically do need to disclose that this could run way past what the entire insurance industry is willing to do. Instead of focusing necessarily on like one more specific risk factor, because I think those are pretty good examples, one other thing I want to point out about it is, you know, I'm a fan of language and words and word choice. And I thought it was really interesting. There are two things in this document that I found really interesting. One, in the risk factor, where it describes how being designated a supply chain risk by the DOD can be material to the business. Anthropic's lawyers decide to call it the Department of War, which is the sort of chosen name of the Pentagon at the moment. And that's an interesting place to go along with that idea. In contrast to that, in the definitions section of the S1, they do define SI, but…

Anthony Ha

Yeah. I mean, obviously making any predictions is always just an exercise and like making yourself look like an idiot six months from now. But I will say that I would be very, very surprised if any of the major executives are still using super intelligence as their primary like term of art six…

Kirsten Korosec

Yeah, yeah. So this is a company called Bedrock Robotics. They've got this really interesting pedigree of folks who come from Waymo and sort of the robotics field. And they created this, basically, this self-driving kit that can be put onto construction equipment, the excavator being like the…

Sean O'Kane

Yeah, it's like a cliche at this point that we go to CES every year and John Deere is talking about her Caterpillars talking about new ways to automate their heavy machinery. And so to see startups continue to come into this space. I mean, we've heard for so long, right? Like that autonomy was…

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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