Caroline Hyde

So not every company is going to be comfortable going into the TPUs just because it's cheaper and is as efficient.

I think that NVIDIA still has the GPU market and the ecosystem well anchored.

And Google, for example, with its TPUs doesn't really have it.

Ipek Oskar Deskaya, Swiss quote senior market analyst.

Thank you very much.

Coming up, we'll come back on the talk of Hollywood, Warner Brothers' discovery, and the antitrust concerns the proposed bids are definitely raising.

That's next.

This is Bloomberg Tech.

Let's get to what everyone has been talking about in entertainment, the rival bids for Warner Brothers Discovery.

After Paramount came out with its own hostile takeover offer yesterday, Netflix co-CEO Ted Serrano says he's not too worried.

He spoke at the UBS Global Media and Communications Conference in New York yesterday.

Just take a listen.

Let's bring in Bloomberg's Lucas Shaw, author of the Screen Time newsletter.

Should he be as confident, Lucas?

Of course, he's going to project confidence.

He agreed to a deal, and what Paramount is proposing at the moment is not different from what it proposed when it lost this auction last week.

They're sticking with their $30 a share, and their insistence is that the board just didn't take the time to really consider it, and that if more shareholders hear their point of view, that they will be swayed.

I think if Paramount stays on that current course, Ted has reason to be pretty confident because he already won with that.

The risk for Ted and for Netflix would be if Paramount comes back and offers even more money because then the board and the shareholders would likely think about opening it back up.

Lucas, you have spoken at length and in some detail in the last year and two years with both Ted Sarandos and with David Ellison.