OpenAI Plans to Buy Google's TPUs, Amazon Lists 250 Million Rival Products

<p>Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about the growth of prediction markets, the company&#39;s third-quarter results and its AI trading agents. We also talk with Seligman Ventures Managing Partner Umesh Padval and BEP Research founder and CEO Ben Pouladian about The Information&#39;s reporting that OpenAI plans to buy Google&#39;s TPUs, Oracle&#39;s move to offer the chips and what the competition means for Nvidia. The Information&#39;s Amazon reporter Catherine Perloff explains why Amazon is listing 250 million products from rival retailers as AI shopping agents gain ground. Lastly, Deloitte Principal and Global AI and Data Lead Gopal Srinivasan discusses Gemini adoption in the enterprise and why businesses often don&#39;t need the most advanced AI models.</p><p><br></p><p>Articles discussed in today&#39;s show:</p><p>- OpenAI, a Longtime Nvidia Customer, Plans to Buy Google&#39;s AI Chips: <a href="https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips">https://www.theinformation.com/articles/openai-longtime-nvidia-customer-plans-buy-googles-ai-chips</a></p><p>- Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents: <a href="https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/">https://www.theinformation.com/articles/amazon-lists-250-million-products-rival-sites-effort-battle-agents/</a></p><p><br></p><p>Subscribe:</p><p>- YouTube: https://www.youtube.com/@theinformation</p><p>- The Information: https://www.theinformation.com/subscribe_h</p><p><br></p><p>Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda</p><p><br></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Follow us:</p><p>X: https://x.com/theinformation</p><p>IG: https://www.instagram.com/theinformation/</p><p>TikTok: https://www.tiktok.com/@titv.theinformation</p><p>LinkedIn: https://www.linkedin.com/company/theinformation/</p><p><br></p><p>Chapters:</p><p>01:13 - Introduction</p><p>02:46 - Robinhood&#39;s prediction markets and Q3 results</p><p>09:52 - Robinhood&#39;s AI trading agents</p><p>13:36 - OpenAI, Oracle and Google&#39;s TPUs</p><p>23:08 - AI chip pricing and neocloud risks</p><p>29:27 - Amazon&#39;s 250 million rival product listings</p><p>41:47 - Gemini and enterprise AI adoption</p><p>50:17 - Closing</p><p><br>