This week on the GeekWire Podcast: Microsoft soars past Wall Street expectations, briefly hitting a $4 trillion valuation, while Amazon faces sharper scrutiny over its AI strategy. We break down the contrasting earnings results, analyst reactions, and what it all means for the future of AI — and Seattle’s place in it.
Plus: insights from Microsoft’s Mustafa Suleyman on the future of Copilot, a throwback lesson from the Zune era, and a guestbook entry that shows just how mainstream ChatGPT has become.
Related stories and links
- Microsoft plans record $30B in quarterly capital spending
- Microsoft cut product R&D jobs, added operations roles over the past year
- Microsoft beats expectations, says Azure revenue tops $75B annually
- Internal memo: Nadella urges long-term thinking as Azure marks 15 years
- Microsoft reaches $4 trillion valuation after big earnings report
- Amazon Web Services profits squeezed amid AI spending surge
- Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits
- Can Seattle own the AI era? 20 investors and founders weigh the potential
- Finding value from AI: coding, writing, video editing, research, travel
Recommended listens (final segment)
- From Startup to Exit: Microsoft@50 with Robbie Bach
- Colin & Samir Podcast with Microsoft AI CEO Mustafa Suleyman
- Tim Ferriss Podcast with Expedia and Zillow co-founder Rich Barton
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