OpenAI-Amazon Talks for $10B Investment, Waymo’s Massive Fundraise, IPO Analysis | Dec 17, 2025

Episode Description

The Information’s Anissa Gardizy talks with TITV Host Akash Pasricha about OpenAI’s talks to raise $10 billion from Amazon and the strategic move to use Amazon’s Trainium chips. We also talk with Katie Roof about Waymo’s early talks to raise billions at a $100 billion valuation, as well as Valida Pau and Stephanie Palazzolo about how OpenAI and Anthropic are hunting for specialized data as public sources dry up. Lastly, we get into the "scarcity premium" risk facing upcoming mega IPOs with our finance editor Ken Brown.

Articles discussed on this episode:

https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chips

https://www.theinformation.com/articles/private-tech-giants-lose-scarcity-premium-ipos

https://www.theinformation.com/articles/banks-pitching-mega-ipos-seek-limit-mass-selling

https://www.theinformation.com/articles/openai-anthropic-discuss-data-deals-biotech-companies

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