Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock

from Prof G Markets · host Vox Media Podcast Network

Ed Elson is joined by Ryan Petersen, founder and CEO of Flexport, to break down how companies are navigating tariffs. Then, Dan Primack, business editor at Axios and the author of the daily Pro Rata newsletter, returns to the show to discuss Kimberly-Clark’s $48 billion acquisition of Kenvue. Finally, Ed unpacks Amazon’s massive new deal with OpenAI and what it means for the company’s AI ambitions. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode metadata supplied by the publisher feed · Published Nov 4, 2025

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Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock

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