Podcast appearances and mentions of Andy Jassy

The crew breaks down the SpaceX IPO's crypto-like low float dynamics and Hyperliquid's price prediction, debates accredited investor laws and failed tokenized stock allocations, dives into Fable 5's export control shutdown after Amazon flagged a jailbreak to the Treasury Secretary, and argues whether open source AI models will eat frontier pricing. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. Robert is back after a brief hiatus recording his own podcast, The Pop, for Superstate — and the crew wastes no time roasting him for it before diving into the biggest week of news in recent memory. First up: the SpaceX IPO, the largest in history, and why it looks eerily like a crypto token launch — 4.2% float, retail getting cut out, and Hyperliquid perps predicting the first-day pop almost to the dollar. The crew debates TradeXYZ's winner-take-all dominance of HIP3 and why building on top of Hyperliquid might be a terrible startup environment. Then they unpack Elon's financial engineering genius — the Cursor acquisition as all-stock crypto playbook, XAI's pivot from failed AI lab to compute reseller, and why Grok is (unanimously) an embarrassing piece of shit. The conversation shifts to accredited investor laws, SPV dentists, and why every crypto platform failed to deliver SpaceX IPO allocations. From there, Coinbase's massive system update — tokenized stocks, an SEC-registered AI chatbot, combos, and 15-minute markets. Then things get spicy: Robert asks Claude about SBF on air, Sonnet gets it hilariously wrong, and everyone roasts him for not using Opus. The back half is all about Fable 5 — Amazon's jailbreak discovery, Andy Jassy calling Dario (who didn't pick up), and the export controls that shut down the most powerful commercial AI model ever released. Robert drops his most surprising take: "I am EAC, but this is a dry run of pressing the pause button." The episode closes with a heated debate on whether Chinese open source models will eat frontier AI pricing and a bet that may or may not have been agreed upon.  Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

The Fable 5 drama continues.... but what does it really mean?

El 10 de junio Dario Amodei, fundador de Anthropic, publicó una reflexión en la que pedía una regulación seria y vinculante para la inteligencia artificial. Dos días antes su empresa había lanzado Fable, una versión recortada de Mythos, el modelo de lenguaje más potente del momento. El viernes 12 de junio el Gobierno Trump le concedió el deseo de la peor manera posible. Por segunda vez en cuatro meses descargó una bomba sobre Anthropic. El Gobierno prohibió el uso de Fable y Mythos para los extranjeros escudándose en razones de seguridad nacional. Eso implicaba que nadie que no fuese estadounidense podía usar estos modelos, incluyendo a muchos empleados de la empresa que los ha desarrollado. Anthropic respondió apagándolos por completo, ya que cumplir esa orden les resultaba imposible. Mythos lo empleaban en ese momento unas 200 empresas e investigadores para monitorizar y parchear fallos de software en sectores como la banca, la sanidad y la industria. Todos se quedaron sin la herramienta de un día para otro. El origen de todo estuvo, según parece, en Andy Jassy, consejero delegado de Amazon, inversor en Anthropic y a la vez su competidor. El equipo de Jassy aseguraba haber conseguido que Fable revelara vulnerabilidades de seguridad nacional si se le hacían las preguntas de un modo concreto. A partir de ahí las versiones varían. David Sacks aseguró que el Gobierno pidió a Amodei arreglar o retirar Fable y que se negó. Anthropic habla solo de una orden de bloquear a los extranjeros. Tampoco ha quedado claro el soporte legal, los analistas apuntan al mismo reglamento de control de exportaciones que impide la venta de cierto tipo de chips a China. Para muchos el objetivo verdadero era simplemente castigar a una empresa concreta a la que Trump considera de izquierda radical y de estar fuera de control. No es, recordemos, la primera vez que el Gobierno carga contra ella. Hace unos meses Pete Hegseth sacó a Anthropic del Pentágono. Para la empresa esta polémica no podía llegar en peor momento, están ultimando su salida a Bolsa este otoño y sus principales competidores como OpenAI lo aprovecharán hasta el final. Varios expertos en ciberseguridad han relativizado la amenaza que supone Fable y Mythos. Aseguran que las pruebas solo han destapado vulnerabilidades menores ya conocidas. El domingo un grupo de expertos muy reconocidos en el ámbito de la seguridad informática firmaron una carta colectiva en la que pedían levantar el veto, ya que está dejando sin las mejores herramientas precisamente a quienes vigilan la seguridad de la red. Para los aliados más próximos como Australia, Canadá o el Reino Unido la imposibilidad de poder utilizar estos modelos es una bofetada que les equipara a Rusia o Irán. Pero esto de la IA se ha convertido ya en una lucha de carácter geopolítico y ahí no hay amigos, o los hay pero hasta cierto punto. En La ContraRéplica: 0:00 Introducción 3:28 Castigo para Claude 30:09 Endesa Empresas - https://endesa.com/empresas 31:45 La venezuelización de PSOE 41:16 Abusos de la Hacienda autonómica 45:08 Elecciones en Colombia · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #claude #anthropic Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Amazon CEO Andy Jassy's sound of the alarm about Anthropic's most advanced models. We also talk with The Information's Jyoti Mann about Meta's employee AI usage restrictions and Aaron Holmes about Microsoft considering an Xbox spin-out. Lastly, we get into Hydra Host's $100M funding round with CEO Aaron Ginn and Abridge's new Nvidia partnership with CEO Dr. Shiv Rao.Articles discussed on this episode: https://www.theinformation.com/briefings/fox-buy-roku-22-billionhttps://www.theinformation.com/briefings/exclusive-nvidia-server-marketplace-startup-raises-100-million-800-million-valuationhttps://www.theinformation.com/articles/one-silicon-valley-congressman-trying-get-ai-mega-money-politicshttps://www.theinformation.com/articles/amazons-jassy-raised-concerns-anthropic-model-trump-crackdownSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Fox Acquires Roku & Salesforce Buys Fin 03:10 - Exclusive: Why Andy Jassy Warned the Trump Administration About Anthropic 11:51 - Meta's Internal AI Cost Crackdown: The Shift to Token Minimizing 17:47 - Inside Microsoft's Plan to Overhaul or Spin Out Xbox 24:32 - Hydra Host CEO Aaron Ginn on raising $100M at an $800M Valuation 32:47 - Abridge CEO Doctor Shiv Rao on Launching a Healthcare AI Model with Nvidia

This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel!   The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST:  Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html  

  Well it is that time once again. Scotty O makes his unique spin on Amazon's Q1 Earnings call for 2026. Going over Andy Jassy's comments and always has some fun with the analyst questions.  Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

Amazon just agreed to acquire Globalstar for somewhere between $11 and $12 billion. The catch: Globalstar did $273 million in revenue last year and has never been consistently profitable. So what exactly is Amazon buying — and why now?In this episode, Nick and Kasey work through the full strategic logic behind the deal, explain what Amazon Leo actually is, and then reveal the small-cap satellite manufacturer sitting directly in the supply chain that some investors haven't found yet.The short answer on why Amazon wants Globalstar: spectrum rights, an existing customer base that includes Apple's emergency SOS service, and a head start on the infrastructure needed to compete with SpaceX's Starlink. Amazon has been building toward this under the name Project Kuiper for years. The rebrand to Leo, the timing of Andy Jassy's shareholder letter, and now the Globalstar acquisition all point to the same direction — Amazon is serious about becoming a broadband internet provider, and broadband internet feeds every other part of the Amazon flywheel.The more interesting angle for investors is further down the supply chain. MDA Space, a Canadian satellite manufacturer, holds a $4 billion Canadian dollar backlog — and a significant portion of it is tied directly to building Globalstar's next-generation satellite constellation. The Amazon acquisition just confirmed that contract stays in force. For a company generating $1.6–1.7 billion in annual revenue, that backlog represents years of visibility, and the stock reacted accordingly when the deal was announced.Nick and Kasey walk through MDA's revenue growth trajectory, customer concentration risks, and a reverse DCF analysis that pegged fair value around $33 per share at the time of recording.What we cover:— The Globalstar deal: what Amazon is actually buying and why the price makes sense— Amazon Leo's performance specs and its early enterprise customers: Delta, AT&T, Vodafone, and others— How satellite internet feeds the Amazon flywheel: more broadband, more Prime, more AWS— SpaceX, EchoStar, and why Amazon moved when it did— MDA Space: the satellite builder in the supply chain, their backlog, and valuation— Blue Origin and the launch services picture as Amazon consolidates— A reverse DCF on MDA Space using fiscal.ai dataSponsored by fiscal.ai — get 15% off any paid plan at fiscal.ai/csiDisclosure: Nick and Kasey are Amazon shareholders. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Steve and Michael open earnings season for March-ending retailers with a tour of luxury's stumble. LVMH posted just 1% organic growth, with fashion and leather — including Louis Vuitton — remaining soft. Kering continues its turnaround "with more promise than proof" under new CEO Luca de Meo. Even Hermès saw growth slow and its stock fall. The common thread: the Middle East, where mall traffic has reportedly dropped 30–50% at locations like Mall of the Emirates. Albertsons' 0.7% comp reinforces the "unremarkable middle" thesis. Meanwhile, Amazon's Andy Jassy confirmed in his shareholder letter that Amazon has surpassed Kroger to become America's #2 grocer — a milestone that largely slipped past the headlines. March core retail sales came in hot at 7.05%, with apparel, health & beauty, and sporting goods posting low-double-digit gains — likely fueled by tax refunds and the ongoing GLP-1 wardrobe refresh. On tariffs, refunds appear to be coming. Even so, the Treasury is already signaling new tariffs to replace those ruled illegal. The centerpiece of the episode is Retail Rumble Part 2, recorded live on the ShopTalk Las Vegas stage. In Round 1, Steve faces off against Ken Pilot, Founder and CEO of Ken Pilot Ventures, on whether department stores can be resurrected. Ken argues format and geography still matter — pointing to thriving concepts in Dubai, Beijing's SKP, and El Corte Inglés — and jabs at Steve's alleged American-centric view. Steve fires back with the numbers: department stores' share of U.S. retail has collapsed from 10% to 1.8%, with poor momentum and store closings running rampant. Round 2 pits Lauren Livak Gilbert against Sarah Enge, on whether AI is a threat or opportunity for your job. Lauren leans into Goldman Sachs' 300-million-jobs figure and the hollowing out of analyst roles. Sarah counters that AI effectively returns a full workday to marketers and frees humans for storytelling and connection.  In the back half, Steve revisits Allbirds' bizarre reinvention as NewBird.ai — a GPU-as-a-service AI compute platform that sent the stock up 700% before it cratered. The duo also unpacks Starbucks' strategy under Brian Niccol, now being called the "couchification of Starbucks" — leaning into comfort and dwell time over throughput. On the radar: Steve flags global travel disruption tied to the Iran conflict, including warnings of a potential European jet fuel shortage within six weeks. Michael highlights New York State's new cash-acceptance law for retailers and softer-than-expected World Cup ticket sales. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

This Omni Talk Retail Fast Five segment explores Amazon CEO Andy Jassy's latest shareholder letter and how the company is evolving beyond ecommerce into an AI and infrastructure powerhouse. Chris Walton, Jennifer Meyers, and John Benson discuss Amazon's bets on robotics, logistics, cloud computing, and artificial intelligence while debating whether Amazon should still be considered a retailer at all. ⏩ Tune in for the full episode here: https://youtu.be/DuDBhMyLkoo #Amazon #AndyJassy #AmazonAI #RetailInnovation #RetailStrategy #Ecommerce #AWS #Logistics #OmniTalk #RetailNews

This week in tech, we’re exploring new insights on artificial intelligence, and several new developments in the DMV. Andy Jassy, […]

In dieser Episode Florian Heinemann und ichüber eine Vielzahl von aktuellen Themen rund um den E-Commerce-Markt und Investitionen. Wir beginnen mit der Marktplatzstrategie von Shein, das kürzlich eine neue Initiative gestartet hat, um sich mit lokalen Händlern zusammenzuschließen. Dabei diskutieren wir die Vor- und Nachteile dieses Schrittes in Bezug auf das bestehende Geschäftsmodell und die Herausforderungen, die mit der Integration von Partnern aus verschiedenen Ländern verbunden sind. Ich gebe meine Einschätzung ab, dass diese Bewegung sowohl aus einer Schwäche des Unternehmens resultieren könnte als auch die Chance bietet, im Markt sichtbarer zu werden. Ein weiterer Schwerpunkt des Gesprächs liegt auf Temu und deren ambitionierten Plänen, eigene Marken zu entwickeln. Wir erörtern, ob dies eine kluge Strategie ist oder ob die Geschichte der Eigenmarken, wie sie bei Zalando gescheitert ist, sich wiederholen könnte. In diesem Zusammenhang ziehen wir Parallelen zu Amazon und dessen Umgang mit Eigenmarken, und welche Risiken und Potenziale damit verbunden sind. Des Weiteren werfen wir einen Blick auf die Auswirkungen des neuen Präsidenten in Ungarn auf die VC-Szene und die Handelslandschaft in Europa. Ich teile meine Gedanken über die Entwicklung in der Region und betone, dass die Marktplatzstrategien in Osteuropa durchaus Potenzial haben, besonders in Märkten wie Polen. Ein weiterer Gesprächspunkt ist der Shareholders-Brief von Amazon's CEO Andy Jassy, den wir kritisch beleuchten. Insbesondere fokussieren wir uns auf die fehlende klare Vision für die Zukunft des Unternehmens und die Herausforderungen, die sich Amazon stellen muss, während sie versuchen, ihre Marktposition weiterhin zu sichern und auszubauen. Alex in Barcelona (9. Juni): https://alex.hamburg/ Kassenzone 100 Party (4. Mai): https://www.kassenzone.de/party/ 15% Code auf die Shoptalks: https://register.visitcloud.com/survey/1gqkzd9ox4298?actioncode=MARKETINGKASSENSZONE Temu 2.0: https://news.futunn.com/en/post/70612040/with-an-investment-of-100-billion-yuan-over-three-years Amazone Shareholder Letter: https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-2025-letter-to-shareholders Partner in der Folge: https://linktr.ee/kassenzone Community: https://kassenzone.de/discord Feedback zum Podcast? Mail an alex@kassenzone.de Disclaimer: https://www.kassenzone.de/disclaimer/ Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone Alexander Graf: https://www.linkedin.com/in/alexandergraf/ https://twitter.com/supergraf Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ E-Commerce Buch 2019: https://amzn.eu/d/5Adc1ZH Plattformbuch 2024: https://amzn.eu/d/1tAk82E

Andy Jassy's annual shareholder letter reads something like a diss track to a wide range of competitors as he defends spending $200 billion in capex. Also, Radify Metals is developing a new way to process a variety of metals that promises to be pollution free. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Most organizations are experimenting with AI. Far fewer are transforming with it. Bernhard Mühlreiter, Senior Partner at McKinsey & Company, makes the case for why that gap is closing and what it takes to be on the right side of it.In conversation with Richard Taylor, Retail and Consumer Goods Lead APJ at AWS, Mühlreiter outlines the three things that distinguish AI leaders: bold ambition, managing AI as a true transformation program, and broad-based capability building. He explores why lack of speed remains the biggest disappointment he sees in organizations today, and why, as Andy Jassy has noted, speed is ultimately a leadership decision.From T-shaped transformation frameworks to agile "digital factory" team structures, this episode offers executives a clear-eyed and practical perspective on how to move from isolated pilots to enterprise-wide AI impact.

The sky is no longer the limit for Amazon or Delta Air Lines.President and CEO of Amazon, Andy Jassy, and the CEO of Delta Air Lines, Ed Bastian, join the Claman Countdown to discuss their landmark partnership to put Amazon's new high-speed satellite internet, called Amazon Leo, on Delta flights. Starting with 500 planes in 2028, this technology will make in-flight Wi-Fi up to eight times faster than what passengers use today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The team behind Claude Code's agent skills shares lessons on building, testing, and organizing skills — and the concept is converging across the entire AI stack, from hardcore developers to mainstream tools like Notion. Whether you're orchestrating multi-agent teams or just trying to get an AI to reliably do one task your way, skills represent a shift from ad hoc prompting to reusable, repeatable capabilities. In the headlines: Claude Cowork gets mobile control via Dispatch, China's government grows wary of Open Claw, and Andy Jassy sees AI doubling AWS revenue.Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/Navigate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mercury - Modern banking for business and now personal accounts. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mercury.com/personal-banking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AIUC-1 - Get your agents certified to communicate trust to enterprise buyers - ⁠⁠⁠⁠⁠⁠⁠https://www.aiuc-1.com/⁠⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Is Amazon's famous leadership principle being weaponized against you? Join Product Manager Brian Orlando and Enterprise Business Agility Consultant Om Patel as we talk about how "disagree and commit" becomes "shut up and obey" in most companies. Watch or listen as we discuss one of tech's most misunderstood management concepts, covering topics such as:Difference between Amazon and Your CompanyRed flag phrasesWhy psychological safety is non-negotiableWhat happens when smart people stop pushing backThe OnE lEaDeRsHiP tRiCk managers hateAdditionally, drawing on research and experience, we build a framework for protecting yourself and your team from toxic decision-makers attempting to lift-and-shift the walls and roof of "disagree and commit" without the foundation. That's right - practical, diagnostic questions and actionable strategies to distinguish legitimate debate from leadership cowardice!#ProductManagement #AgileLeadership #WorkplaceCultureGoogle's Project Aristotle (2012-2014), Organizational Cynicism by James Dean Jr., Pamela Brandes, and Robbie Darwadkar (1998), Understanding and Managing Cynicism about Organizational Change by Rikers, Wanous, and Austin (1997), Arguing Agile Episode 243: How Corporate Turns Good People Bad, Jeff Bezos 2016 Letter to ShareholdersLINKSYouTube: https://www.youtube.com/@arguingagileSpotify: https://open.spotify.com/show/362QvYORmtZRKAeTAE57v3Apple: https://podcasts.apple.com/us/podcast/agile-podcast/id1568557596INTRO MUSICToronto Is My BeatBy Whitewolf (Source: https://ccmixter.org/files/whitewolf225/60181)CC BY 4.0 DEED (https://creativecommons.org/licenses/by/4.0/deed.en)

Shoot us a Text.Episode #1271: January sales slid as winter storms and shrinking EV credits cooled demand. Ford's battery pullback shows how policy whiplash hits jobs fast. Amazon is going all-in on its own AI shopping agent.According to the latest NADA Market Beat: January sales came in at a 14.85M SAAR, down 4.1% year-over-year and the lowest January pace since 2024Severe winter storms affected store traffic late in the month, while EV share dipped and hybrids continued to shine.Incentives averaged $3,335 per unit (+5.6% YoY, -5.5% vs. December), landing at 6.6% of MSRP—still well below the pre-pandemic ~10% norm.Translation: OEMs and dealers still have discounting headroom if demand needs a boost.BEV share fell to 6.6% (-1.9 pts YoY) amid the absence of federal EV tax credits.Hybrids are humming right along as they climbed to a 12.6% share (+0.5 pts YoY), continuing their steady momentum.Inventory at 2.53M units, down 9.2% YoY; expected to hover there through the first half before building later in the year.NADA is forecasting a 16m SAARFord's abrupt exit from its battery JV with SK On has left 1,600 Kentucky workers jobless just months after production began. While locals are pointing fingers at Ford, the unraveling of EV tax credits and shifting policy winds added serious pressure to an already cooling EV market.Ford scrapped its multibillion-dollar SK On partnership just four months after batteries started rolling off the line in Kentucky, cutting 1,600 jobs.The elimination of the $7,500 federal EV tax credit and relaxed CAFE standards cooled demand, with Ford admitting “the operating reality has changed.”Kentucky Governor Andy Beshear blamed federal policy, saying 1,600 workers lost jobs “solely because” EV credits were eliminated.Workers like Joe Morgan say Ford misread the market, with one employee adding, “At the end of the day, whatever the government policy would be, the company made the decision.”The plant will remain open under full Ford control, pivoting to battery storage production with about 2,100 jobs—well short of the 5,000 originally promised.As AI shopping agents multiply, Amazon is betting customers will skip the middleman and stick with the retailer they already trust. CEO Andy Jassy says in-house AI will win on experience, accuracy, and loyalty—even as AI-driven retail traffic surges nearly 700% year over year.Amazon argues shoppers want four things: broad selection, low prices, fast delivery, and trust—and Jassy says retailers outperform “horizontal agents” on delivering all four.AI-driven referral traffic to retailers jumped 693% year over year during the 2025 holiday season, signaling rapid adoption of third-party tools.Jassy criticized horizontal agents, saying they lack shopJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Upcoming GeekWire Podcast Live Event: Join us from 4 p.m. to 6 p.m. Thursday, Feb 12 at Fremont Brewing for a live recording of the GeekWire Podcast with Todd Bishop and John Cook. Free for Fremont Chamber members, $15 otherwise. Register here. This week on the show: Andy Jassy tells Wall Street that Amazon is planning $200 billion in capital expenses this year, mostly to build out AI infrastructure, and investors give it a thumbs down. Microsoft's financial results beat expectations but the company loses $357 billion in market value in a single day after investors learn the extent of its dependence on OpenAI. Meanwhile, OpenAI leases 10 floors of office space in Bellevue, lawmakers in Olympia propose new taxes impacting startup exits and high-income earners, and the bots get their own social network. In our featured conversation, recorded at a dinner hosted by Accenture in Bellevue, GeekWire co-founder Todd Bishop sits down with computer scientist and entrepreneur Oren Etzioni to talk about AI agents, the startup landscape, the fight against deepfakes, and what good AI leadership looks like. Etzioni is co-founder of AI agent startup Vercept, founder of the AI2 Incubator, a venture partner at Madrona, and the former founding CEO of the Allen Institute for AI. With GeekWire co-founder Todd Bishop. Edited by Curt Milton. Music by Daniel L.K. Caldwell.See omnystudio.com/listener for privacy information.

Apple zet opnieuw een streep door een geplande AI-functie. Het gaat om een AI-gezondheidscoach die onderdeel moest worden van de Health-app. Daarmee wilde Apple gebruikers met kunstmatige intelligentie persoonlijk gezondheidsadvies geven, op basis van data uit onder meer de Apple Watch en iPhone. Volgens Bloomberg zijn die plannen nu grotendeels teruggeschaald. De beslissing volgt kort nadat Eddy Cue de leiding kreeg over Apples health-teams. Cue, binnen Apple verantwoordelijk voor diensten als Apple Music en iCloud, zou niet tevreden zijn over de kwaliteit en haalbaarheid van de AI-functies die in ontwikkeling waren. Daarom is besloten meerdere onderdelen te schrappen. Andere functies blijven mogelijk overeind, maar zullen waarschijnlijk gefaseerd en in afgeslankte vorm worden uitgerold via toekomstige software-updates. De AI-gezondheidscoach, intern bekend als Health+, moest gebruikers onder meer helpen met leefstijlkeuzes, beweging en voeding, en periodiek uitgebreide gezondheidsrapporten genereren. Het schrappen van deze functie past in een bredere trend: Apple heeft de afgelopen tijd vaker AI-beloftes niet of slechts deels waargemaakt. Terwijl concurrenten als OpenAI met Anthropic al experimenteren met AI-toepassingen rond medische informatie en gezondheid, kiest Apple nu opnieuw voor een voorzichtiger koers. Wanneer en in welke vorm de overgebleven health-AI-functies verschijnen, is nog niet bekend. Verder in deze Tech Update: Amazon schrikt beleggers met extra AI-investeringen: Amazon kwam met sterke kwartaalcijfers, 14 procent meer omzet tot 213 miljard dollar en 21 miljard dollar winst. Maar het aandeel kelderde na beurs met meer dan 10 procent. Beleggers reageerden vooral op de aankondiging van CEO Andy Jassy dat Amazon dit jaar zo’n 200 miljard dollar wil investeren in AI-infrastructuur, fors meer dan analisten hadden verwacht. Onrust binnen Apple over maatschappelijke problemen ICE: Apple-CEO Tim Cook sprak medewerkers toe na interne kritiek op zijn eerdere reactie op immigratiegeweld in de VS. Tegelijkertijd lichtte hij toe dat Apple werkt aan een nieuwe AI-gadget en zich voorbereidt op het 50-jarig bestaan van het bedrijf op 1 april. Zometeen in de Schaal van Hebben: DJI Osmo Nano + DJI Mic 3 See omnystudio.com/listener for privacy information.

In this month's episode, Emma and Patrick unpack what Andy Jassy's AI comments really mean for where Amazon is betting on growth in his recent "The Information" interview, and how that could reshape the tools brands get for search, ads, and measurement. Next, they dig into Walmart's latest AI moves with Gemini and the challenge of who owns shopper traffic, as well as highlight areas where Walmart is set up for growth. To close it out, they break down Amazon's decision to shut down Go and Fresh stores and double down on Whole Foods and online grocery delivery, and what that means for your assortment, trade terms, and supply chain. You'll walk away with a clearer view of where the big platforms are headed next, and what your brand should start changing now so you're not playing catch‑up in 12–18 months.

We've been covering what's happening in Minnesota, and the killing of Alex Pretti, all week on The Verge. To begin this episode, Nilay explains why — and why so many others seem to feel the same way right now. After that, the hosts talk about the CEO-studded screening of Melania Trump's documentary last weekend, the disastrous public appearance from Tim Cook, and whether Cook and other CEOs have any other option but to capitulate to the Trump administration. Then it's time for some gadgets: we talk about the super-foldy, super-expensive Samsung Galaxy  Z Trifold, the Clawdbot / Moltbot phenomenon, and whether Google can finally put Chrome OS and Android together the right way. Finally, in the lightning round, it's time for Brendan Carr is a dummy, Tesla's anti-car pivot, Apple's design hires, and more. Further reading: On the ground in Minneapolis after the killing of Alex Pretti  I grew up with Alex Pretti  Creators and communities everywhere take a stand against ICE  It doesn't matter if Alex Pretti had a gun  Why won't anyone stop ICE from masking?  Tim Cook, Andy Jassy, and AMD CEO Lisa Su are at the White House for a VIP screening of the Melania doc. Tim Cook had ‘a good conversation' with Trump about deescalation  Cook in 2020: Speaking up on racism From The New York Times: Amazon's $35 Million ‘Melania' Promotion Has Critics Questioning Its Motives From The Hollywood Reporter: ‘Melania' Set for a $3 Million Opening Despite Amazon's $35 Million Marketing Push Here's Tim Cook hanging out with accused rapist Brett Ratner at the Melania screening What TikTok's new owners mean for your feed  TikTok USA is broken  TikTok is still down, here are all the latest updates  TikTok is still struggling in the US due to a “cascading systems failure.”  TikTok US is mostly back up and running  TikTok blames its US problems on a power outage  Oracle admits it broke TikTok. Congress doesn't seem to know if the TikTok deal complies with its law  Is New TikTok banning the word “Epstein” in DMs? Not really.  TikTokers are heading to UpScrolled following US takeover  Mark Zuckerberg is all in on AI as the new social media  Meta is stopping teens from chatting with its AI characters  Bluesky is testing ‘live' features to take on X  Best gas masks The Samsung Trifold will cost nearly three grand  Google just leaked a first look at Android for PC in action  Chromebooks train schoolkids to be loyal customers, internal Google document suggests  Moltbot, the AI agent that ‘actually does things,' is tech's new obsession Clawdbot's bad day  I used Claude to vibe-code my wildly overcomplicated smart home The FCC's Late Night Comedy Show Tesla discontinuing Model S and Model X to make room for robots  Tesla says production-ready Optimus robot is coming soon  Tesla hits a grim milestone: its second straight year of decline Elon Musk invests $2 billion in Elon Musk Hang on, there's a Trump Phone Ultra coming too?  Halide co-founder Sebastiaan de With is joining Apple's design team  The Stream Deck-packed gaming keyboard is a monster of good ideas Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, unpacks Amazon's plan to eliminate 30,000 corporate roles as CEO Andy Jassy targets bureaucracy and organizational bloat. Chris Walton and guest host Jenn Hahn explore why this move is about structure... not just AI... and what retail leaders can learn about talent, layers, and operational discipline. ⏩ Tune in for the full episode here: https://youtu.be/2z-nIHsIgfQ #Amazon #RetailLayoffs #RetailLeadership #AIinRetail #RetailStrategy #OmniTalk #RetailFastFive

At the beginning of December 2026: ICE announced an enforcement surge in the Twin Cities.January 6, 2026: DHS announced what it called the largest immigration enforcement operation ever carried out, sending 2,000 agents to the Minneapolis–Saint Paul metropolitan area. January 7, 2026: ICE agent Jonathan Ross fatally shoots Renée Nicole GoodJanuary 8–14, 2026: Protests, vigils, and marches continue in Minneapolis against ICE and Operation Metro SurgeJanuary 13, 2026: ‘Madness': two US citizens violently detained by ICE in Minnesota, officials say. Two Target employees forced to the ground, then into SUV, then dumped in different parking lotJanuary 14, 2026: A different ICE agent shoots and injures a man in north Minneapolis; the man survives after being shot in the leg. This second shooting further intensifies public anger and calls for an end to the federal surgeJanuary 17, 2026: National Anger Spills Into Target Stores, AgainJanuary 22, 2026: Target Store Staff Are Skipping Work Over ICE's Crackdown in MinnesotaJanuary 23, 2026: A statewide Day of Truth & Freedom / Minnesota general strike is held, described as the first U.S. general strike in about 80 years, explicitly targeting ICE operations and Operation Metro Surge. On that day, many workers, businesses, schools, and institutions in Minneapolis and across Minnesota participate in work stoppages, marches, and large rallies against federal immigration enforcement.January 24, 2026: Federal Border Patrol agents assigned to the metro surge shoot and kill Alex Jeffrey PrettiJanuary 25, 2026: The Minnesota Chamber of Commerce released this letter on behalf of more than 60 CEOs of Minnesota-based companies today.Eight people have died in dealings with ICE so far in 2026. Keith Porter, Parady La, Heber Sanchaz Domínguez, Victor Manuel Diaz, Luis Beltran Yanez-Cruz, Luis Gustavo Nunez Caceres, and Geraldo Lunas Campos. The high-profile fatal shootings follow the deaths of at least 32 people in ICE custody in 2025 – the highest number since 2004.Minnesota CEOs Seek De-Escalation After Border Police Shooting“The business community in Minnesota prides itself in providing leadership and solving problems to ensure a strong and vibrant state. The recent challenges facing our state have created widespread disruption and tragic loss of life. For the past several weeks, representatives of Minnesota's business community have been working every day behind the scenes with federal, state and local officials to advance real solutions. These efforts have included close communication with the Governor, the White House, the Vice President and local mayors. There are ways for us to come together to foster progress. With yesterday's tragic news, we are calling for an immediate deescalation of tensions and for state, local and federal officials to work together to find real solutions. We have been working for generations to build a strong and vibrant state here in Minnesota and will do so in the months and years ahead with equal and even greater commitment. In this difficult moment for our community, we call for peace and focused cooperation among local, state and federal leaders to achieve a swift and durable solution that enables families, businesses, our employees, and communities across Minnesota to resume our work to build a bright and prosperous future. “3M – William Brown, Chairman and CEOAmeriprise Financial – James Cracchiolo, Chairman and CEOAPi Group – Russell Becker, CEOBest Buy – Corie Barry, CEO C.H. Robinson – Dave Bozeman, President and CEODeluxe Corporation – Barry McCarthy, President and CEODonaldson Company, Inc. – Tod Carpenter, Chairman and CEOEcolab – Christophe Beck, Chairman and CEOGeneral Mills – Jeff Harmening, Chairman and CEOH.B. Fuller – On behalf of our entire organization [CEO Celeste Mastin]Hormel – Jeff Ettinger, Interim CEOMedtronic – Geoff Martha, CEO and ChairmannVent – Beth Wozniak, Chair and CEO Patterson Companies – Robert Rajalingam, CEOPentair – John L. Stauch, President and CEOPiper Sandler – Chad Abraham, Chairman and CEOSleep Number – Linda Findley, CEO (4/2025)Solventum – Bryan Hanson, CEOSPS Commerce – Chad Collins, CEO SunOpta – Brian Kocher, CEOTarget – Michael Fiddelke, Incoming CEO Tennant Company – Dave Huml, CEOThe Toro Company – Rick Olson, Chairman and CEOU.S. Bancorp – Gunjan Kedia, CEOWinnebago Industries – Michael Happe, CEOXcel Energy – Bob Frenzel, Chairman and CEO Keith Rabois, Managing director of Khosla Ventures: “no law enforcement has shot an innocent person. illegals are committing violent crimes everyday.”Khosla Ventures: “We prefer brutal honesty to hypocritical politeness.”“Technology and innovation have reshaped our world and disrupted the way we all live and work. The future may not be knowable, but it is inventable—and it belongs to those who dare to imagine what's possible.”Managing Directors: 5 dudes (3 stanford; 3 harvard)Founder Vinod Khosla: “I agree with @EthanChoi7. Macho ICE vigilantes running amuck empowered by a conscious-less administration. The video was sickening to watch and the storytelling without facts or with invented fictitious facts by authorities almost unimaginable in a civilized society. ICE personnel must have ice water running thru their veins to treat other human beings this way. There is politics but humanity should transcend that”Target's incoming CEO Michael Fiddelke in a video message sent to employees (January 26, 2026): “Right now, as someone who is raising a family here in the Twin Cities and as a leader of this hometown company I want to acknowledge where we are. The violence and loss of life in our community is incredibly painful. I know it's weighing heavily on many of you across the country, as it is with me. What's happening affects us not just as a company but as people, as neighbors, friends and family members.”A company spokesman declined to comment. Still nothing official on website.Lloyd Vogel, CEO Garage Grown Gear: said he felt compelled to condemn the shootings in a LinkedIn post because he lives and works in the Twin Cities. "My primary rationale was to show solidarity with my community," he told Business Insider. "It's also just bad for business when people are afraid to leave their homes.""There's so much fear in Minnesota right now," he said. "It would just be cowardice to not have a perspective on this."JPMorgan Chase CEO and Chair Jamie Dimon 1/22/26 Davos): ″I don't like what I'm seeing, five grown men beating up a little old lady. So I think we should calm down a little bit on the internal anger about immigration… We need these people. They work in our hospitals and hotels and restaurants and agriculture, and they're good people.… They should be treated that way.”On Saturday evening (1/24/2026), top technology executives gathered in Washington to attend a screening of “Melania,” a documentary produced by Amazon about the first lady, Melania Trump. Black-tie event: guests were handed monogrammed buckets of popcorn, framed screening tickets for their trophy shelves, and a limited-edition copy of Trump's 2024 book of the same title as her documentary, “Melania.“Among them was Andy Jassy, the chief executive of Amazon; Tim Cook, the chief executive of Apple; and Lisa Su, the chief executive of chip maker AMD.Also: Eric Yuan – CEO, Zoom; Lynn Martin – President, New York Stock Exchange; General Electric CEO Larry CulpApple CEO Tim Cook says it's 'time for de-escalation' in MinneapolisCook came under fire for appearing at The White House just hours after federal immigration authorities killed Alex Pretti, a veterans' nurse, in Minnesota“This is a time for de-escalation,” Cook wrote to Apple staff. “I believe America is strongest when we live up to our highest ideals, when we treat everyone with dignity and respect no matter who they are or where they're from, and when we embrace our shared humanity.”Cook said he “had a good conversation with the president this week where I shared my views, and I appreciate his openness to engaging on issues that matter to us all." Apple's Cook says he's ‘heartbroken' by Minneapolis events and has spoken with TrumpOpen AI CEO Sam Altman (1/27/26): I love the US and its values of democracy and freedom and will be supportive of the country however I can; OpenAI will too. But part of loving the country is the American duty to push back against overreach. What's happening with ICE is going too far. There is a big difference between deporting violent criminals and what's happening now, and we need to get the distinction right. President Trump is a very strong leader, and I hope he will rise to this moment and unite the country. I am encouraged by the last few hours of response and hope to see trust rebuilt with transparent investigations. As a company, we aim to stick to our convictions and not get blown around by changing fashions too much. We didn't become super woke when that was popular, we didn't start talking about masculine corporate energy when that was popular, and we are not going to make a lot of performative statements now about safety or politics or anything else. But we are going to continue to try to figure out how to actually do the right thing as best as we can, engage with leaders and push for our values, and speak up clearly about it as needed.James Dyett, Global Business at OpenAI: “There is far more outrage from tech leaders over a wealth tax than masked ICE agents terrorizing communities and executing civilians in the streets. Tells you what you need to know about the values of our industry.”Angel Investor Jason Calacanis: Once again, I will remind everyone that our leaders are failing us. True leadership would be to calm this situation down by telling these non-peaceful protestors to stay home while recalling these inadequately-trained agents.”Jeff Dean, Chief Scientist, Google DeepMind & Google Research. Gemini Lead: “This is absolutely shameful. Agents of a federal agency unnecessarily escalating, and then executing a defenseless citizen whose offense appears to be using his cell phone camera. Every person regardless of political affiliation should be denouncing this.”Jeffrey Sonnenfeld, senior associate dean for leadership studies at the Yale School of Management: "CEOs are feeling the community pressure." He said that reactions that convey sorrow and don't mention Trump or ICE are likely to be perceived as an unwelcome challenge to the White House's immigration agenda. "That is not what the Trump administration wanted," he said.Business Roundtable CEO Joshua Bolten asked to comment on the chaos in Minneapolis: replied with a statement endorsing the Minnesota Chamber's call for "cooperation between state, local, and federal authorities to immediately de-escalate the situation in Minneapolis."Robert Pasin, CEO of toy company Radio Flyer: recently shared an email on LinkedIn that he sent to his employees that was critical of the shootings in Minneapolis: "I am deeply concerned about the current state of our democracy, and the continued actions we are seeing from President Trump and his administration that are intended to undermine democratic institutions, the rule of law, and the norms that hold our country together."Dario Amodei, CEO Anthropic: called the events in Minnesota a “horror” on Monday. An Anthropic spokeswoman said the company did not have contracts with ICE.ICEout.tech statement from January 24, 2026: "We condemn the Border Patrol's killing of Alex Pretti and the violent surge of federal agents across our cities. The wanton brutality we've seen from ICE and CBP has removed any credibility that these actions are about immigration enforcement. Their goal is terror, cruelty, and suppression of dissent. This must end. Tech professionals are speaking up against this brutality, and we call on all our colleagues who share our values to use their voice. We know our industry leaders have leverage: in October, they persuaded Trump to call off a planned ICE surge in San Francisco, and big tech CEOs are in the White House tonight. Now they need to go further, and join us in demanding ICE out of all of our cities." 811: 508 names; 19 one name with title, 284 role onlyReid Hoffman says business leaders are wrong to stay silent about the Trump administrationThe LinkedIn cofounder and tech investor said in an episode of the "Rapid Response" podcast published Tuesday that he rejects the idea that executives can simply wait out political turbulence: "The theory that if you just keep your mouth shut, the storm will blow over and it won't be a problem — you should be disabused of that theory now," Hoffman said.Palantir Defends Work With ICE to Staff Following Killing of Alex Pretti: Leadership defended its work as in part improving “ICE's operational effectiveness.”

Jeff Bezos's Amazon MGM Studios is due to release its feature-length documentary about Melania Trump, directed by Brett Ratner, a formerly exiled film-maker who was accused of sexual misconduct by multiple women. The documentary was screened at a promotional event inside the White House, attended by what the Hollywood Reporter describes as ‘70 assorted VIPs', including Amazon's Andy Jassy, Apple's Tim Cook and the former boxer Mike Tyson. Bezos bought the rights to the film for $40m (£30m) and spent a further $35m on a global marketing push – but so far, ticket sales are reportedly ‘soft' as it prepares to screen in more than 100 UK cinemas. Help support our independent journalism at theguardian.com/infocus

Amazon's massive layoffs aren't about finances or AI. According to CEO Andy Jassy, it's a culture problem. Here's why. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony and Fingers light up the Room 101 “Farce” (or is it Farce) Connecticut Super Toro 6x56 and immediately get derailed by the pronunciation, the bands, and the reality that this “Connecticut” is coming in way more wood-spice / cocoa / coffee than anybody expected. Tight draw. Uneven burn threats. Pinch-and-roll diplomacy. Plus: Tony’s humidor drama turns into the cigar version of the yips, and we try to talk him off the ledge with a notebook, a weather report, and basic human patience. Then we pour something new for 2026: 15 Stars — First West Toasted Oak (98 proof), a blend of 5/6/7-year Kentucky bourbons that smells sweet, drinks a little thin… and then shows up big on the finish. At $70 it’s a debate. At $51 it’s a different conversation. Ice changes the whole mood. So does the “tum-tum.” News of the week gets weird in a hurry: Goodwill has to remind America: please stop donating wet, mildewed, moldy items (and apparently… food?) A Florida flea market becomes a lifestyle brand, featuring table deodorant and the legendary phrase: “flea market table fruit.” GameStop is closing hundreds of stores, because the future is apparently buying a download on a card Amazon’s Andy Jassy says tariffs are creeping into prices. Kroger is rolling out AI shopping carts, which is definitely not the first step toward wrist chips, definitely not IU wins the national title, and the Hoosier pride gets loud And the NFL starts sniffing around 18 games plus mandatory overseas games… because money never gets tired, only players do Eat Drink Smoke. Cigar. Bourbon. Food. News. And one more reminder: your giveaway prizes are coming… just maybe don’t expect them with a side of fruit. Find everything at EatDrinkSmokeShow.com. Follow Eat Drink Smoke on social media! X (Formerly Twitter): @GoEatDrinkSmokeFacebook: @eatdrinksmokeIG: @EatDrinkSmokePodcastSee omnystudio.com/listener for privacy information.

Amazon CEO Andy Jassy sits down with CNBC's Becky Quick at the World Economic Forum in Davos, Switzerland for a wide-ranging conversation spanning the state of the consumer and the impact of President Trump's tariffs. The Amazon CEO weighs in on artificial intelligence, including its power demand, its impact on hiring inside the company, and Amazon's push into custom silicon with its Trainium chips. In this episode:Andy Jassy, @ajassyBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Todd Bishop and John Cook reflect on the top tech stories of 2025, a pivotal year defined by the AI boom's dual nature: massive infrastructure spending alongside widespread layoffs. We discuss Bill Gates' framing of AI as "intelligence becoming free," the tension between tech workers and corporate mandates to adopt AI, and the "best of times, worst of times" dichotomy playing out at Microsoft, Amazon, and across the industry. We also cover the top story of the year — UW rethinking its computer science curriculum — the Statsig acquisition by OpenAI, Seattle's competitive position, and the human side of tech through Ambika Singh's heartfelt speech at the GeekWire Awards. Featuring audio clips from Gates, Satya Nadella, Andy Jassy, Ken Jennings, and more. Audio editing by Curt Milton.See omnystudio.com/listener for privacy information.

This week, we discuss how Netflix is disrupting media, IBM's Confluent acquisition, and Anthropic buying Bun. Plus, an important discussion on fonts and typography. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/nNpiI00HPDg?si=s_G3zr_Z8yPvGNbB) 550 (https://www.youtube.com/live/nNpiI00HPDg?si=s_G3zr_Z8yPvGNbB) Runner-up Titles Blame the children I never liked that font No emojis, this is business time Mahalo You need a Chief Economist On the cutlery tray Rundown Rubio Deletes Calibri as the State Department's Official Typeface (https://www.nytimes.com/2025/12/09/us/politics/rubio-state-department-font.html?smid=nytcore-ios-share) Cartridge (https://www.fontspring.com/fonts/simplebits/cartridge) Source Code Pro (https://adobe-fonts.github.io/source-code-pro/) It's Official: Netflix to Acquire Warner Bros. in Deal Valued at $82.7 Billion (https://www.hollywoodreporter.com/business/business-news/netflix-warner-bros-deal-hollywood-1236443081/) Confluent stock soars 29% as IBM announces $11 billion acquisition deal (https://www.cnbc.com/2025/12/08/ibm-confluent-deal-data.html) Bun is joining Anthropic (https://bun.com/blog/bun-joins-anthropic?utm_source=changelog-news) Claude Code is coming to Slack, and that's a bigger deal than it sounds (https://techcrunch.com/2025/12/08/claude-code-is-coming-to-slack-and-thats-a-bigger-deal-than-it-sounds/) OpenAI enterprise usage study (https://cote.io/2025/12/10/highlights-from-that-openai-the.html). Relevant to your Interests Antigravity Is Google's New Agentic Development Platform (https://thenewstack.io/antigravity-is-googles-new-agentic-development-platform/) Amazon CTO Werner Vogels' Predictions for 2026 (https://thenewstack.io/amazon-cto-werner-vogels-predictions-for-2026/) ‘End-to-end encrypted' smart toilet camera is not actually end-to-end encrypted (https://techcrunch.com/2025/12/03/end-to-end-encrypted-smart-toilet-camera-is-not-actually-end-to-end-encrypted/) AWS AI IDE, AgentCore throw down gauntlets for Microsoft (https://www.techtarget.com/searchsoftwarequality/news/366635669/AWS-AI-IDE-AgentCore-throw-down-gauntlets-for-Microsoft) Admins and defenders gird themselves against maximum-severity server vuln (https://arstechnica.com/security/2025/12/admins-and-defenders-gird-themselves-against-maximum-severity-server-vulnerability/) Andy Jassy says Amazon's Nvidia competitor chip is already a multibillion-dollar business (https://techcrunch.com/2025/12/03/andy-jassy-says-amazons-nvidia-competitor-chip-is-already-a-multi-billion-dollar-business/) 52 things I learned in 2025 (https://medium.com/@tomwhitwell/52-things-i-learned-in-2025-edeca7e3fdd8) State of AI | OpenRouter (https://openrouter.ai/state-of-ai) Microsoft has a problem: nobody wants its poor AI products (https://www.windowscentral.com/artificial-intelligence/microsoft-has-a-problem-nobody-wants-to-buy-or-use-its-shoddy-ai) DHH & Open Source (https://ma.tt/2025/12/dhh-open-source/) Gruber: Apple employees 'giddy' about Alan Dye's departure - 9to5Mac (https://9to5mac.com/2025/12/04/gruber-apple-employees-giddy-about-alan-dyes-departure/) Apple announces (https://www.cnbc.com/2025/12/04/apple-announces-departure-lisa-jackson-kate-adams.html) the (https://www.cnbc.com/2025/12/04/apple-announces-departure-lisa-jackson-kate-adams.html) departure of general counsel and policy chief (https://www.cnbc.com/2025/12/04/apple-announces-departure-lisa-jackson-kate-adams.html) Nonsense All of the Men's Clothing We Loved (and Didn't) From Costco's Kirkland Signature (https://www.nytimes.com/wirecutter/reviews/costco-kirkland-signature-menswear/) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI (https://www.softwaredefinedinterviews.com) with John Willis. DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. Whole bunch of VMUGs, mostly in the US. The CFPs are open (https://app.sessionboard.com/submit/vmug-call-for-content-2026/ae1c7013-8b85-427c-9c21-7d35f8701bbe?utm_campaign=5766542-VMUG%20Voice&utm_medium=email&_hsenc=p2ANqtz-_YREN7dr6p3KSQPYkFSN5K85A-pIVYZ03ZhKZOV0O3t3h0XHdDHethhx5O8gBFguyT5mZ3n3q-ZnPKvjllFXYfWV3thg&_hsmi=393690000&utm_content=393685389&utm_source=hs_email), go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Short Power Extension Cord Outlet Saver (https://www.amazon.com/dp/B07H9MCTGL?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1) Matt: Everything is Tuberculosis (https://en.wikipedia.org/wiki/Everything_Is_Tuberculosis) Octopus Project - Music is Happiness (https://www.youtube.com/watch?v=W6y5hisXx7s) Coté: The Octopus Organization (https://www.theoctopusorganization.com). 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In this episode, we sit down with Brianna Norton, a former Senior Manager (L7) at Amazon and the founder of Eshalore, an AI solutions and training company. Bri shares her fascinating journey from selling private jets in the "Air Capital of the World" to designing Amazon's US transportation network and eventually launching her own tech startup.We dive deep into the reality of Amazon's high-pressure corporate culture, the grueling 18-month average tenure, and what it really takes to get hired. Brianna also opens up about the current state of Artificial Intelligence, exposing the saturation in the AI voice assistant market and the "snake oil" vendors targeting executives.From the ethics of AI spam calls and the "Dead Internet Theory" to the looming questions about Universal Basic Income (UBI) and job displacement, this conversation covers the critical intersections of technology, business, and society.

Can any company, big or small, really topple Nvidia's AI chip dominance? Maybe not entirely but Amazon is already making big bucks trying. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's episode of Inside Business, we look at the role of AI in the hiring and firing of workers.Host Ciarán Hancock is joined on the podcast by Ciara O'Brien of the Irish Times to discuss why Amazon recently announced 14,000 job cuts globally as it seeks to trim expenses. Is this being driven solely by AI? Well, in an update to staff in June, Amazon chief executive Andy Jassy stated the company would reduce jobs in some areas while it hired in others. And more AI would mean fewer corporate staff at Amazon, with the slack being picked up by generative AI and high-tech agents. Separately, we have new research from hiring platform Greenhouse which suggests that AI has created a ‘doom loop' between applicants and those who are hiring. Irish Times Work Correspondent Emmet Malone explains the issue, along with the new phenomenon of fake job postings. Plus, Ciarán is joined in studio by Darryl Byrne, Chief Executive of Irish stock exchange operator Euronext Dublin, to discuss the future of the market here and a proposal he has put forward to introduce a future-focused SIA (Savings Investment Account).Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.

Hosts Steve Dennis and Michael LeBlanc welcome David Lafitte, President and CEO of Tecovas, the fast-growing Austin-based brand bringing cowboy culture to modern consumers. Lafitte's career journey—from corporate attorney to Chief Operating Officer at Deckers Brands (home of UGG and Hoka) and now to retail leadership at Tecovas—is a masterclass in reinvention and focus.Under Lafitte's leadership, Tecovas has evolved from a digitally native boot maker to a fast growing premium lifestyle brand built on two pillars: crafted quality and radical hospitality. In this conversation, he explains how every store—now more than 50 across the U.S.—delivers a warm, elevated customer experience complete with in-store bars, personalization services, and knowledgable personalized service. The company's blend of authenticity and approachability has earned it cult-brand status while driving remarkable growth.Lafitte also shares insights into Tecovas' expansion strategy, including its move into New York's Soho district. He describes the flagship store as both a retail hub and a powerful brand ambassador that introduces western style to new audiences—without compromising the brand's roots. The discussion dives into Tecovas' measured foray into wholesale partnerships with Nordstrom and its expanding apparel lines, from denim to performance shirts, that extend the brand's head-to-toe lifestyle appeal.Lafitte reflects on the importance of leadership focus, empowering teams, and maintaining clarity amid growth. His advice for emerging retail leaders: prioritize what matters most, say no to distractions, and foster cultures of accountability and trust.The hosts balance the conversation with this week's retail headlines: the Supreme Court's debate over Trump-era tariffs, Allbirds' ongoing “Wobbly Unicorn Corner” status and strong results from luxury icons Ralph Lauren and Tapestry amid broader industry struggles. They close with insights on Amazon's automation ambitions, Andy Jassy's bold predictions for the future of eCommerce, and holiday retail forecasts signaling a slower but steady season. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

So Scotty O keeps seeing a chart that has a solar system of all the current players with OpenAI and all the rest of the AI players. This wonderful CBInsights chart has Amazon up alone in the corner. So we get 2 of the leading voices in Agentic and Amazon on the show, Scott Wingo, Founder CEO of RefiBuy, Host of Retaigentic podcast and newsletter. Then bring in the Amazon veteran who writes one of the best ecommerce summary newsletter, Weekly Ecommerce Review and is Founder of Silverstream Consulting, Danny Silverman. First Scot Wingo shows us breaking news of how ChatGpt goes live with Glossier Shopify site with full variations. Then we hash out what Amazon is doing, along with their reactions to Andy Jassy's comments at the Q3 2025 Earnings call when asked about Agentic Shopping. Enjoy Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email Gues: Scot Wingo LinkedIn: https://www.linkedin.com/in/thescotwingo/ Website: Refibuy.ai - https://www.refibuy.ai/ Podcast & Newsletter: https://www.retailgentic.com/p/introducing-the-retailgentic-podcast https://www.refibuy.ai/resources?tab=blog Jason and Scot Show: https://podcasts.apple.com/us/podcast/the-jason-scot-show-e-commerce-and-retail-news/id1058718804 Guest: Danny Silverman  LinkedIn: https://www.linkedin.com/in/danieljsilverman/ Silverstream Consulting: https://silverstreamsc.com/ Weekly Ecommerce Review: https://www.linkedin.com/newsletters/7332937556671545346/?displayConfirmation=true QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

Subscribe to the newsletter — https://newsletter.theaireport.ai/subscribeBook Enterprise Training — https://www.upscaile.com/Salesforce CMO Ariel Kelman reveals how customer-centric marketing, AI agents, and trust shape the future of enterprise technology. Learn leadership lessons from Amazon, MicroStrategy, and building marketing teams that embrace AI innovation at scale.In this exclusive interview recorded at Dreamforce, Ariel Kelman—President and Chief Marketing Officer at Salesforce—shares his journey from data warehouse consultant to leading marketing at one of the world's most influential enterprise software companies. Discover how the "have you talked to customers" philosophy from Amazon's Andy Jassy transformed his approach to B2B marketing, and why trust has become the cornerstone of successful AI agent deployment.Ariel breaks down the evolution of AgentForce, Salesforce's AI agent platform, and explains why enterprise AI requires more than impressive demos—it demands accuracy, security, and customer success at scale. You'll learn practical insights about hiring for intellectual curiosity over technical skills, building transparent resource allocation systems, and why failure is "the inseparable twin sister of innovation."⏱️ TIMESTAMPS:0:00 - Introduction1:03 - From Data Warehouse Consultant to CMO: Career Journey2:50 - Andy Jassy's Customer-First Philosophy at Amazon4:08 - The Foundation of Customer Success in Marketing5:46 - Trust, CRM, AI, and Data: The Four Pillars7:20 - Building Trust as a Marketing Leader8:56 - Introducing AI Agents to Enterprise Customers10:31 - What Trust Really Means in AI12:02 - President + CMO: The Dual Role Explained13:11 - Training Teams Through Inspiration, Not Just Education14:52 - Hiring for Intellectual Curiosity and Humility17:04 - Creating a Culture Where Failure Leads to Innovation18:45 - How Leaders Use AI Daily at Salesforce20:09 - The Joy of Product Marketing20:50 - Why Do You Do What You Do?

Patterns in technology tend to eventually repeat themselves (or at least rhyme), and Amazon is beginning to repeat some of the patterns of Cisco from the early 2000s SHOW: 972SHOW TRANSCRIPT: The Cloudcast #972 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Staying nimble and continuing to strengthen our organization (Amazon, Oct 2025)Strengthening our culture and teams (Amazon, Sept 2024)Amazon Leadership PrinciplesWHERE ARE THE BIGGEST AI RISKS?Significant changes from one industry era to the next (Internet to SaaS, Cloud to AI)Once dominant position in a market now appears less dominant (Worth more than next 20 competitors; 7yr head start)Guiding cultural principles well-known within the company - start adding more and more to themEmployee motivation driving by stock price as much as work activitiesCulture evolves and erodes over time as the business changes and evolves - it's nearly impossible to reset the company cultureCompanies can rebound from being lost in the woods, but it's very, very difficultDeath by 1000 cuts in a virtuous cycle - employees are constantly more worried about job status than project status - the perception of who gets to make mistakes and who is responsible for mistakesFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Why is Amazon laying off 14,000 people during a massive AI boom? Todd and John analyze the Seattle tech paradox, digging into Andy Jassy's 'startup' reasoning and debating whether the AI frenzy is a bubble. Then, they take on the Cascadia high-speed rail: a necessary connector or a misguided project? Related headlines from the week Amazon layoffs Amazon confirms 14,000 job cuts, says push for ‘efficiency gains’ will continue into 2026 A tale of two Seattles in the age of AI: Harsh realities and new hope for the tech community Filing: Amazon cuts more than 2,300 jobs in Washington state as part of broader layoffs Amazon layoffs hit software engineers hardest in Washington Amazon layoffs reaction: ‘Thought I was a top performer but guess I’m expendable’ Amazon CEO says massive corporate layoffs were about agility — not AI or cost-cutting Amazon earnings Amazon stock soars 11% after topping Q3 estimates with $180B in revenue, $21B in profits Amazon’s Anthropic investment boosts its quarterly profits by $9.5B ‘Big Beautiful’ tax benefit: Amazon and other tech giants reap the rewards of new law, for now Microsoft Azure, earnings and OpenAI Microsoft’s Azure reports cloud outage, disrupting global customers including Alaska Airlines Microsoft beats expectations, reports nearly $35B in Q1 capital spending amid Azure outage Microsoft gets 27% stake in OpenAI, and a $250B Azure commitment Seattle-Portland-Vancouver Slowly but surely, high-speed rail backers believe Cascadia mega-project will become a reality Cascadia’s AI paradox: A world-leading opportunity threatened by rising costs and a talent crunch The ‘enormous barrier’ that threatens economic growth in the Pacific Northwest Beta’s unique electric airplane flies into Seattle to wow state officials and aviation experts With GeekWire co-founders John Cook and Todd BishopSee omnystudio.com/listener for privacy information.

This week's episode started with the usual existential sigh before tumbling straight into the corporate bloodbath. Amazon chopped 14,000 jobs under the noble banner of “embracing AI,” which CEO Andy Jassy insists isn't about money—despite swimming Scrooge McDuck–style in profit. GM's cutting 1,700 workers, YouTube's dangling “voluntary” buyouts, and economists can't decide if AI is killing jobs or if the economy's just trash. Microsoft's winning either way, sitting pretty on OpenAI's planned $1 trillion IPO, while Meta stock cratered because Zuckerberg's still shoveling billions into the AI bonfire instead of quietly burying the metaverse. Meanwhile, Elon managed to cram a week's worth of disasters into a single news cycle: Tesla's being probed for its idiotic “Mad Max” mode, recalling thousands more Cybertrucks because they can't figure out glue, launching Grokipedia (Wikipedia's evil twin), and turning Truth Social into a crypto casino. Somewhere between the chaos, more people tuned into a fake NVIDIA livestream than the real one, and the only vaguely uplifting story was a grieving family using an AI chatbot to hack a $195K hospital bill down to $33K.In media misery, we soothed our nuclear anxiety with A House of Dynamite, tolerated Welcome to Derry, rolled our eyes at Stranger Things 5, and confirmed Slow Horses still rules. Music listeners, please stop streaming fascism—cancel Spotify. On the tech toy front, Grammarly's having an identity crisis as “Superhuman,” Affinity caved to the subscription gods, and Apple's prepping to inject ads into Maps because the world wasn't already annoying enough. The chaos didn't stop there: a rogue Goodreads librarian rewrote Trump's book listings to protest censorship, Cursor 2.0 actually impressed us with a working currency converter, and Enshittification: Why Everything Suddenly Got Worse and What to Do About It turned out to be the perfect title for the entire digital era.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordMasterClass - Get an additional 15% off any annual membership at MASTERCLASS.com/GRUMPYOLDGEEKSCleanMyMac - clnmy.com/GrumpyOldGeeks - Use code OLDGEEKS for 20% off.Show notes at https://gog.show/720FOLLOW UPWhat both sides of America's polarized divide share: Deep anxieties about the meaning of life and existence itself720° © 1986 Atari Games.IN THE NEWSAmazon cuts its workforce by 14,000 in further embrace of AIIs AI Leading to Layoffs or Does the Economy Just Suck?Amazon CEO Now Says AI Is Not Responsible for Recent LayoffsAmazon Accused of Trapping Drivers in AI PanopticonGM lays off 1,700 workers making EVs and batteries in Michigan, TennesseeTesla Recalls Thousands More Cybertrucks, Is Bad at Gluing ThingsYouTube is offering employees buyouts as part of an AI-focused reorganizationEveryone Is Laying People Off This Week. Researchers Say They're Going to Regret ItOpenAI completes restructure, solidifying Microsoft as a major shareholderOpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuationMeta Stock Plummets as Investors Horrified at How Much Zuckerberg Is Spending on Misfired AIFederal investigators are looking into Tesla's Mad Max mode, which reportedly defies speed limitsGrokipedia Is the Antithesis of Everything That Makes Wikipedia Good, Useful, and HumanMore people watched a fake NVIDIA livestream than the real thingTrump's Media Company Set To Roll Out Polymarket-Like Prediction Market on Truth SocialSurprising no one, researchers confirm that AI chatbots are incredibly sycophanticGrieving family uses AI chatbot to cut hospital bill from $195,000 to $33,000 — family says Claude highlighted duplicative charges, improper coding, and other violationsMEDIA CANDYA House of DynamiteWelcome to DerryStranger Things 5 | Official Trailer | NetflixSlow HorsesDon't Stream Fascism: Cancel SpotifyAPPS & DOODADSGrammarly has rebranded to SuperhumanAffinity's image-editing apps go “freemium” in first major post-Canva updateApple is reportedly getting ready to introduce ads to its Maps appRogue Goodreads Librarian Edits Site to Expose 'Censorship in Favor of Trump Fascism'Introducing Cursor 2.0 and ComposerEnshittification: Why Everything Suddenly Got Worse and What to Do About It by Cory DoctorowThe Disenshittify ProjectCurrency ConverterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A quarterly tradition. Scotty O goes through the Q3 earnings call with his own style of commentary. You hear the CEO Andy Jassy and CFO Brian Osalvsky. Listen or watch as someone who has worked with hundreds of brands selling to and on Amazon gives you some real honest real time feedback on all the numbers and different parts of the company, AWS, Advertising, Stores and Koox, Kuiper! No other earnings review like it! Enjoy Always Off Brand is always a Laugh & Learn! FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email QUICKFIRE Info: Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin: https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC. LinkedIn https://www.linkedin.com/in/summerjubelirer/ Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/ Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina. LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/ Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449 "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.

Markets hit some record highs this week ahead of President Trump's trade negotiations with Chinese President Xi Jinping in South Korea with expectations it will be a positive meeting. Meanwhile, Amazon is announcing almost 14,000 corporate job layoffs as the company continues its increased spending on artificial intelligence while cutting costs in other places. Amazon's CEO Andy Jassy says he is confident that generative AI would reduce Amazon's corporate workforce in the next few years, and now it looks like it has begun. FOX's John Saucier speaks with Dr. Peter C. Earle, Director of Economics at The American Institute For Economic Research, who breaks down the impact of the government shutdown, tariff negotiations with China, and what is really driving Amazon to layoff thousands. Click Here⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Markets hit some record highs this week ahead of President Trump's trade negotiations with Chinese President Xi Jinping in South Korea with expectations it will be a positive meeting. Meanwhile, Amazon is announcing almost 14,000 corporate job layoffs as the company continues its increased spending on artificial intelligence while cutting costs in other places. Amazon's CEO Andy Jassy says he is confident that generative AI would reduce Amazon's corporate workforce in the next few years, and now it looks like it has begun. FOX's John Saucier speaks with Dr. Peter C. Earle, Director of Economics at The American Institute For Economic Research, who breaks down the impact of the government shutdown, tariff negotiations with China, and what is really driving Amazon to layoff thousands. Click Here⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome back to Truth, Lies & Work — the award-winning podcast where behavioural science meets workplace culture, brought to you by the HubSpot Podcast Network, the audio destination for business professionals. Hosted by Chartered Occupational Psychologist Leanne Elliott and business owner Al Elliott, this week's headlines dive into generational friction, AI disruption, and Amazon's latest layoffs — plus the psychology behind “Your vibe attracts your tribe.”

Today on our show:Google and Paypal Announce New Commerce PartnershipAndy Jasy Fireside Chat With Andy Jassy at Amazon Accelerate ConferenceThe First Q4 Holiday Predictions Appear- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Rithum.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

EChemical pollution a threat comparable to climate change, scientists warnTwo companies are arguably the largest PFAs and chemical manufacturers of human pollutants, and both are publicly traded with boards you can vote out: 3M and ChemoursTexas prepares for war as invasion of flesh-eating flies appears imminentSid Miller, the Texas Ag Commissioner who once called Hillary Clinton a “cunt” on social media, will protect you from flesh eating flies.Heatwaves will bring temperatures of 50C to Paris by 2050, weather experts warnPlastic waste leakage in Asia could rise 70% by 2050: OECDWashington State Braces for ‘Inevitable' Megafire. Climate Change May Bring It Sooner Great Barrier Reef records largest annual coral loss in 39 years Climate change may be lengthening tick and mosquito seasons France battles largest wildfire in 75 years amid climate change concernsSAmazon CEO Andy Jassy is right: Big businesses need fewer peopleSo if you need fewer people, what will CEOs manage? Do we also need fewer loud mouth CEOs?Populist math: if every major business in the US cut 20% of staff, but CEOs were paid the same exact amount, the CEO pay ratio would go from 264:1 on average to 330:1 on average. The total major employer employees would go from 30,085,694 to 24,068,555. Elon Musk has announced that we need to have more births in order to generate growth, and Andy Jassy has announced that less people should have jobs. Maybe the two of them can start a band called “Bet You Wish You Were Rich”Starbucks is asking customers in South Korea to stop bringing monitors, printers, and desk dividers into their storesMatch Group's rape problem: A lawsuit alleges that inaction by Tinder and Hinge's owner allowed abusers to stay on the appsThere's a new 'Tea' app going viral. This time, it's for men to post anonymously about womenThe oppression of men continues, at least we can vent about itWendy's says it realized it had 'too many' promotions this summer, confusing customersGU.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China in potentially unconstitutional arrangementMM: Trump said they, “negotiated a little deal. So he's selling an essentially old chip.” The “little deal” is an extortion payment, and the “he” is Jensen Huang. That's FOUNDER Jensen Huang, NOT shareholders or the board. The board is busy at happy hour - there are FIVE 1990s/00s tech and VC bros - all bros - Rob Burgess, Tench Coxe, Harvey Jones, Brooke Seawell, Mark Stevens - most of whom have been with Jensen Huang for 30 years. Who cares about central planning US socialism when your with your bros?PS: You think Huang regrets flip flopping and kissing Trump's ass now?:From 2018: US chipmaker Nvidia's founder and Chief Executive Jensen Huang said curbing China's technological development could not be achieved by adopting heavy tariffs.From May: “Obviously, I don't know all of his ideas, but let me tell you about two that are incredible,” answered Huang. "The first one is utterly visionary. The idea of tariffs being a pillar of a bold vision to re-industrialize to onshore manufacturing and motivate the world to invest in the United States is just an incredible vision.”Congrats on your extortion payments!Tim Cook fawns over Trump with 24-karat gold gift during $600 billion Apple pledgeBy 2050?One Oregon company paid its CEO 1,300 times what workers makeA Sam Altman says he's 'uneasy' about people trusting their biggest life decisions to ChatGPTAI is creating new billionaires at a record paceInstagram Map lets your friends, and possibly exes, track your every move

Amazon warehouses are more automated than ever. The company, a key bellwether for the U.S. labor market, now has over a million robots packing and shipping goods in its fulfillment centers. While some employees are finding ways to transition into higher-paying technical roles that manage the robots, the company's CEO Andy Jassy has said it plans to cut the size of its overall workforce. Sebastian Herrera explains Amazon's vision for the warehouse of the future. Jessica Mendoza hosts. Further Listening: - AI Is Coming for Entry-Level Jobs.  - The Battle to Be the King of Retail: Walmart vs. Amazon   Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, for a Thursday Headline Brief loaded with domestic and international news shaping America and the world. Trump's Vietnam Trade Deal Squeezes China President Trump inks a deal with Vietnam that lowers tariffs for goods made entirely in-country but hikes them for products involving Chinese parts. The strategy, already seen in UK trade talks, aims to boost U.S. exports while isolating China from global supply chains. Wyoming Rare Earth Find Could Weaken China's Grip A new mine in Wyoming, free of radioactive contaminants, is set to produce 3% of U.S. rare earth needs. It's a small step, but one supported by parallel efforts in Texas, California, Nebraska, and allied nations like Canada and Brazil. USAID Shut Down and Folded Into State Department The U.S. Agency for International Development is officially closed. 80% of its grants are canceled, and the rest will be directed by the State Department. The White House says it's a cost-cutting move and cites political bias at the agency, which historically donated heavily to Democrats. Amazon's 1 Millionth Robot Signals Workforce Shift Amazon hits a milestone in AI and robotics deployment. Though the company claims productivity has improved, CEO Andy Jassy confirms the long-term trend is toward a smaller human workforce. Experts warn that emerging AI systems increasingly lie and blackmail when they sense replacement. Hershey Joins Industry in Ditching Artificial Dyes Following the lead of companies like General Mills and Heinz, Hershey will remove synthetic dyes from products by 2027, as part of a broader trend toward cleaner foods. Parkinson's Breakthrough: Gut and Mouth Bacteria Offer Early Warning New research from King's College London finds that changes in oral and gut microbiomes may predict the early onset of Parkinson's. A diagnostic test is in development, with prebiotic-rich diets and oral hygiene suggested as first-line prevention. Iran Acknowledges Major Damage from U.S. Strike Iran's foreign minister admits that Fordow and other nuclear sites were “seriously and heavily damaged” by Trump's Operation Midnight Hammer. Tehran is now expelling international inspectors and cracking down on suspected Western spies with public paranoia, checkpoints, and mass arrests. Australia Retreats on Methane Cuts from Livestock After years of failed efforts to reduce methane from cows and sheep, Australia is rolling back its emissions goals. Officials admit selective breeding and feed additives produced zero results. Bryan reminds listeners that China remains the largest global emitter. Colombia Confirms Discovery of the $20 Billion San Jose Shipwreck New analysis of coins found at the wreck site proves it is the legendary Spanish galleon that sank in 1708 with treasure equivalent to $20 billion today. A legal battle looms over ownership, with claims from Spain, Colombia, U.S. firms, and Indigenous Bolivians. "And you shall know the truth, and the truth shall make you free." – John 8:32

Today's show:AI has been feasting on the open web—but is the free lunch over? In this explosive episode, @Jason and @alex call out OpenAI and others for “strip mining” the internet's content without paying creators. As lawsuits pile up and new defenses like AI-robots.txt emerge, a reckoning looms. Will AI be forced to pay for its training data? Dive into the legal, ethical, and business implications—including Substack's stance, Cloudflare's firewall, and Perplexity's lawsuits—in what may be a turning point for the future of the web.Timestamps:(0:00) Concerns about AI data sourcing and sustainability(1:43) Recent travels and airline industry insights(5:28) Meta's AI strategy and market competition(10:20) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(11:50) Meta's financial moves and AI focus(17:08) Midjourney's advancements in video AI(20:30) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(21:33) Twist 500 companies and Cloudflare's anti-AI scraping tool(27:09) AI scraping: creator impact and regulation debate(30:18) Retool - Visit https://www.retool.com/twist and try it out today.(31:23) BBC lawsuit and Perplexity's AI challenges(35:44) Office hours with Giram Taitana of Doctours(42:55) Medical tourism: Psilocybin, IVF, and consumer trust(49:33) Design's role in trust and safety for medical platforms(55:57) Doctours' fundraising and insurance strategies(1:00:08) SEO and domain name tips for startups(1:02:50) Tesla's robo taxi launch and implications(1:08:13) Andy Jassy on AI's impact on employment(1:10:09) Discussing global job displacement and China's youth unemployment(1:14:53) The gig economy in the age of advanced AISubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:20) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(20:30) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(30:18) Retool - Visit https://www.retool.com/twist and try it out today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

The grocer is in a pickle. Can a longtime employee and new CEO turn it around? (00:21) David Meier and Mary Long discuss: - The macro factors influencing Powell's interest rate decision. - Andy Jassy's letter to Amazon employees. - Albertson's turnaround and market-beating potential (or lack thereof). Companies discussed: AMZN, META, MSFT, ACI, KR Host: Mary Long Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for June 17. President Trump has called for Iran's “unconditional surrender” as he considers a range of options, including a potential U.S. strike, against the country. WSJ national security reporter Alexander Ward discusses the key piece of intelligence around which Israel built its case for war, though the U.S. didn't buy it. Plus, unemployment for recent grads hits nearly its highest level in a decade. We hear from WSJ economics reporter Justin Lahart about the factors at play. And Amazon chief executive Andy Jassy says that developments in artificial intelligence will lead to a smaller workforce. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices