# Runware, DoorDash, and Prime Video Strategic Shifts

**Podcast:** TechCrunch Daily Crunch
**Published:** 2026-10-31

## Transcript

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Prime Video is on track to earn how much?
I'm Imran Shaikh and your Weekend Crunch featuring three Big Tech Headlines starts right now.
AI infrastructure company Runware is making news again just months after unveiling the Sonic Inference Pod, a modular data center built in a factory and shipped to customers ready to install.
Well, now the company's got bigger plans.
You see, it told TechCrunch it wants to build a factory that assembles these pods.
on a production line, as if they were cars.
Now, the idea isn't entirely new.
Companies like Crusoe and Schneider Electric also sell prefabricated pods.
But Runware says it can ship its pods faster.
Flavio Radulescu, co-founder and CEO of Runware, told TechCrunch that the company plans to scale production at its Romania-based factory to 30 megawatts of data center capacity per day by 2028, or nearly 1 gigawatt per month.
It has a whole lot of capacity at that pace.
Runware could produce roughly as much in a year as the entire U.S.
was expected to add in data center power this year, about 10 gigawatts.
But it also reflects an industry-wide push to deploy data centers faster, more efficiently.
Radulescu said Runware will gradually increase production starting next year and that it already has two factories, one it has used for a few years to build the pods, and a second it started building earlier this year.
The second is expected to be finished within months and go online early next year.
Runware will manufacture the modular data centers on an assembly line.
Now, customers can provide their own site to assemble them, or Runware can find one for them.
Radolescu said Runware aims to bring the pods online within 48 hours.
That time covers installation and setup time, not build time.
Now, as we all know, data centers in the U.S.
and abroad have come under fire for how much energy they consume and how that affects the grid and other resources.
For more on this story, head over to TechCrunch.com.
Well, there's a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet.
You see, delivery company DoorDash revealed during its third quarter earnings call that it has only seen several hundred orders from third-party agents like Muse, Instinct, Foe, and others.
For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily.
I would say that this using agents to order is something that is still a very dynamic area.
And my take on all things technology is you never want to fight gravity, but at the same time, you don't want to be delusional, DoorDash CEO Tony Hsu said in an answer to an analyst's question about the topic.
Continuing, what I mean by that is if you look at where AI agents are today, we're seeing maybe several hundred orders in total from some of these third-party agents.
Xu mentioned that users are still predominantly placing orders through DoorDash's app.
However, the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers.
He added that in the future, there could be an opportunity for it to advertise within these agents.
DoorDash has its own agents, including a text-to-order agent it launched in September, a CLI agent introduced in July, and a chatbot called AskDoordash.
It launched in June, which allows users to place orders through prompts and photos.
The company also released an MCP to enable ordering from other chatbots for corporate ordering.
The space of agent-based ordering is evolving, as websites are still deciding whether to allow them to access their content or not.
I mean, Amazon has been blocking such personal agents, but Walmart has laid out a red carpet for them in order to snag some business from its competitors.
It's been four years since Amazon bought MGM for $8.5 billion.
But coming off the blockbuster success of this year's hit movie, Project Hail Mary, Hollywood has become a lucrative business for the e-commerce giant.
You see, Prime Video, Amazon's streaming service, has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right, Amazon CEO Andy Jassy said on the quarterly earnings call.
on Thursday.
Jesse had previously told investors in May that Prime Video was profitable, but being on track to generate tens of billions is a new detail.
Amazon said its movie studio, Amazon MGM Studios, has brought in more than $12 billion in global box office sales so far this year, helped by hits like Project Hail Mary and Verity.
Project Hail Mary grossed an estimated $684 million worldwide, according to the numbers.
Starring Ryan Gosling and based on Andy Weir's novel, the film opened in theaters in March and became Amazon-MGM Studios' highest-grossing release, according to entertainment reports.
Now, the studio also had at least one notable flop this year, Melania.
Jesse also named a number of TV shows as hits, including Carrie, The Summer I Turned Pretty, The Boys, Off-Campus, Fallout, and Reacher.
Season 4 of Reacher drew 66 million viewers globally in its first 28 days, the company says, with more to come.
Season 5 is filming now, and the show was picked up for a sixth season.
Oh, and by the way, if you don't follow Alan Richson, the star of Reacher, on threads, you're missing out on an actor who has turned a friendly yet witty reply into an art form.
Now, sports have also been a significant driver.
Prime Video broadcasts NASCAR, the Masters, and UEFA Champions League soccer, but Thursday night football appears to be its biggest success this year.
The first six games of this season have averaged 17.7 million viewers, up 16% from last year, according to Nielsen figures Amazon shared.
The streaming service also attracted over 2 million viewers for its second season of the NBA on Prime, Nielsen said.
And folks, that's your Daily Crunch.
Today's stories were reported by Dominic Midori-Davis, Julie Bord, Ivan Mehta and more awesome TechCrunch journalists.
We'll see you here next week and until then find us at techcrunch.com.
Rewe.
Dein Markt.