This week on the GeekWire Podcast: Microsoft soars previous Wall Road expectations, briefly hitting a $4 trillion valuation, whereas Amazon faces sharper scrutiny over its AI technique. We break down the contrasting earnings outcomes, analyst reactions, and what all of it means for the way forward for AI — and Seattle’s place in it.
Plus: insights from Microsoft’s Mustafa Suleyman on the way forward for Copilot, a throwback lesson from the Zune period, and a guestbook entry that reveals simply how mainstream ChatGPT has turn into.
Associated tales and hyperlinks
- Microsoft plans document $30B in quarterly capital spending
- Microsoft lower product R&D jobs, added operations roles over the previous yr
- Microsoft beats expectations, says Azure income tops $75B yearly
- Inside memo: Nadella urges long-term pondering as Azure marks 15 years
- Microsoft reaches $4 trillion valuation after massive earnings report
- Amazon Internet Companies earnings squeezed amid AI spending surge
- Amazon tops Q2 estimates with $167.7B in income, $18.2B in earnings
- Can Seattle personal the AI period? 20 traders and founders weigh the potential
- Discovering worth from AI: coding, writing, video modifying, analysis, journey
Really useful listens (last phase)
- 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 Wealthy Barton
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