OpenAI wants to power your browser, and that could be a security nightmare - Equity Recap

Podcast: Equity

Published: 2025-10-24

Duration: 31 min

Summary

The episode dives into the implications of OpenAI's potential browser integration, highlighting both the exciting prospects and significant security concerns that may arise. The discussion also touches on recent developments in the EV sector, particularly Rivian's new spinoff, Also.

What Happened

In this episode of Equity, hosts Max Zeff, Anthony Ha, and Sean O'Kane gear up for the upcoming Disrupt conference, reflecting on their expectations and excitement for the event. Max and Anthony will be recording a live episode at the conference, inviting attendees to join them at the Moscone Center. The team shares their enthusiasm for observing the Battlefield 200 companies and engaging with a diverse group of industry leaders, including the Waymo co-CEO and the Google Cloud CTO.

The episode transitions into a discussion about notable deals, starting with Rivian's spinoff company, Also. Sean O'Kane explains the backstory of Rivian's e-bike initiative, which began a few years ago when the company explored developing electric bikes alongside its other projects. The e-bike, named TMB, is priced around $4,500, but the hosts emphasize that the key revenue will come from commercial applications, such as delivery vehicles for Amazon. They also note that the vehicles blur the line between traditional bikes and e-bikes, raising questions about their integration into existing urban infrastructure, particularly in cities lacking bike-friendly designs.

Key Insights

• OpenAI's browser integration raises significant security concerns for users.
• Rivian's spinoff, Also, aims to diversify its electric vehicle offerings, including e-bikes.
• The unique design of Also's e-bike challenges traditional classifications and urban infrastructure roles.
• The competitive landscape of startups at Disrupt highlights an evolving tech industry.

Key Questions Answered

What are the security risks of OpenAI powering browsers?

The episode begins with a discussion on the implications of OpenAI potentially powering browsers, focusing on the security challenges this might bring. The hosts express concerns about how integrating AI deeply into web browsers could expose users to new vulnerabilities, especially regarding data privacy and unauthorized access.

What is Rivian's new e-bike called?

Rivian has spun off a new company named Also, focusing on electric bikes and other mobility solutions. The e-bike they have introduced is called the TMB, priced around $4,500. This initiative represents Rivian's strategy to expand its product lineup beyond cars into the e-mobility space.

How does the design of Also's e-bike differ from traditional bikes?

The discussion highlights that Also's e-bike, while categorized as an e-bike, has a unique design that includes four wheels and a cargo attachment. This broad interpretation of what constitutes an e-bike raises questions about its practicality and legality on city roads, especially in areas lacking the infrastructure to accommodate such vehicles.

What role will Amazon play in Rivian's new spinoff?

Amazon is set to purchase thousands of Also's vehicles over the coming years, which will significantly contribute to the spinoff's revenue. The hosts speculate that while the e-bike market may serve as an additional revenue source, the bulk of Also's business will likely come from these commercial delivery applications.

What can we expect from the Disrupt conference?

The hosts are gearing up for the Disrupt conference, where they will record a live episode. They express excitement about engaging with the Battlefield 200 companies and notable industry figures. This year's Disrupt promises a competitive atmosphere with a diverse array of startups showcasing innovative technologies.