Robotics for Logistics Startup, Harvard Professor on AI Chip Wars, OpenAI Commerce | Nov 5, 2025

Episode Description

Equity Research Analyst John Vinh talks with TITV Host Akash Pasricha about AMD's latest earnings, particularly its strong data center revenue and how it stacks up against Nvidia and Intel. We also talk with Advertising Reporter Catherine Perloff about Pinterest's earnings, the drop in share price, and the company's AI focus. Then, Catherine and E-Comm Reporter Ann Gehan break down their story on how OpenAI's new commerce features are creating friction with consumer companies who worry about losing the customer relationship. Former Intel Board Member David Yoffie offers his perspective on the current chip sector, the rivalry between AMD and Intel, the risks of "circularity" in the AI ecosystem, and his ultimate recommendation for Intel's manufacturing strategy. We conclude by welcoming AJ Meyer, CEO of Pickle Robot, and AI Reporter Rocket Drew to discuss Pickle Robot Company, one of The Information's 50 most promising startups.

Articles discussed on this episode:

https://www.theinformation.com/articles/openais-commerce-apps-efforts-divide-consumer-firms

https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025

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