PRIME MEMBER EXCLUSIVE | 3 Months Free Trial

Auto-renews at INR 199/mo after 3 months. Cancel anytime. Offer ends 15 July, 2026.
Odd Lots cover art

Odd Lots

Odd Lots

Written by: Bloomberg
Listen for free

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday

2026 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
Economics Personal Finance Politics & Government
Episodes
  • The Iran War’s Lasting Scars Across Asia
    Jun 16 2026

    An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy flows.

    On today’s Big Take Asia podcast, Oanh Ha joins Odd Lots co-hosts Tracy Alloway and Joe Weisenthal to discuss why Asia is reeling from the conflict and what the “new normal” looks like for global supply chains.

    Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

    Subscribe to the Odd Lots Newsletter
    Join the conversation: discord.gg/oddlots

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    20 mins
  • Carmen Li's Plan to Build a Futures Market for Compute
    Jun 15 2026

    When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working with Carmen Li to do just that. Li is the CEO of two companies — Silicon Data and Compute Exchange (where she works alongside Wilson). The former company is building the index for GPU pricing while the latter is a spot marketplace for GPU procurement. Today's episode — recorded at our live show at City Winery in New York — gets into how Li is building a whole new market for GPUs at her two companies. We talk about the challenge of standardizing compute, GPU price volatility, if used GPUs are like used cars, what goes into constructing a GPU index, and what it means to win the GPU lottery.

    Read more:
    Jane Street Plans New Data Center as Computing Power Runs Scarce
    SpaceX Inks $30 Billion Computing Power Deal With Google

    Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

    Subscribe to the Odd Lots Newsletter
    Join the conversation: discord.gg/oddlots

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    33 mins
  • Anjney Midha's Plan to Radically Lower the Price of Compute
    Jun 13 2026

    Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z. In other words, he is AI-industry royalty. Midha's new project is AMP PBC, a company that believes it can radically lower the price of compute. To accomplish that, he is working on building a compute grid that turns GPUs into a standardized utility. But right now, compute is too fragmented. It's too heterogeneous. And given the way contracts are structured, he says that labs are being forced to spend money on capacity that often goes unused. In other words, small labs are forced to pay up for big, long-term contracts, even though their own demand (particularly during model training) may be very spiky. On this episode, Midha explains how the market for compute currently works and why he believes there's a software solution that could significantly improve compute utilization. He also tells us why he does not anticipate one company will emerge as the dominate player and that instead we'll have a wide range of models, each optimally used in specific applications.

    Read more:
    Amazon Says Its Data Centers Use 2.5 Billion Gallons of Water
    Oracle Falls Most in Six Months on Mounting Data Center Costs

    Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

    Subscribe to the Odd Lots Newsletter
    Join the conversation: discord.gg/oddlots

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    50 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet