Our guest this week is Corey Quinn, the chief cloud economist at The Duckbill Group, the host of the AWS Morning Brief and Screaming in the Cloud podcasts, and the curator of Last Week in AWS, a weekly newsletter. Apart from his newsletter and podcasts, Quinn's day job involves helping AWS customers understand and manage their bills. Amid all the AI hype and billions in capex spending, he uses those insights to provide a behind-the-scenes glimpse and a reality check on the state of the cloud market today. 

RELATED LINKS
Amazon on pace for $100B+ in yearly capex; Jassy expects cost efficiencies to drive AI demand
Amazon’s quarterly profits soar to a record $20 billion, but cloud growth comes up short
Platformonomics: Charles Fitzgerald breaks down Amazon's capital expenditures

With GeekWire co-founder Todd Bishop; edited by Curt Milton.

Our guest this week is <a href="https://bsky.app/profile/quinnypig.com">Corey Quinn</a>, the chief cloud economist at&nbsp;<a href="https://www.duckbillgroup.com/">The Duckbill Group</a>, the host of the&nbsp;<a href="https://www.lastweekinaws.com/podcast/aws-morning-brief/">AWS Morning Brief</a>&nbsp;and&nbsp;<a href="https://www.lastweekinaws.com/podcast/screaming-in-the-cloud/">Screaming in the Cloud</a>&nbsp;podcasts, and the curator of&nbsp;<a href="https://www.lastweekinaws.com/">Last Week in AWS</a>, a weekly newsletter. Apart from his newsletter and podcasts, Quinn's day job involves helping AWS customers understand and manage their bills. Amid all the AI hype and billions in capex spending, he uses those insights to provide a behind-the-scenes glimpse and a reality check on the state of the cloud market today.&nbsp;
RELATED LINKS
<ul>
<li><a href="https://www.geekwire.com/2025/amazon-on-pace-for-100b-in-yearly-capex-jassy-sees-cost-efficiencies-driving-long-term-ai-demand/">Amazon on pace for $100B+ in yearly capex; Jassy expects cost efficiencies to drive AI demand</a></li>
<li><a href="https://www.geekwire.com/2025/amazons-quarterly-profits-soar-to-a-record-20-billion-but-cloud-growth-comes-up-short/">Amazon&rsquo;s quarterly profits soar to a record $20 billion, but cloud growth comes up short</a></li>
<li>Platformonomics: <a href="https://platformonomics.com/2025/02/platformonomics-tgif-79-february-7-2025/">Charles Fitzgerald breaks down Amazon's capital expenditures</a></li>
</ul>
With GeekWire co-founder Todd Bishop; edited by Curt Milton.

GeekWire brings you the week's latest technology news, trends and insights, covering the world of technology from our home base in Seattle. Our regular news podcast features commentary and analysis from our editors and reporters, plus interviews with special guests.

GeekWire reporters John Cook, Todd Bishop and guests talk about the latest tech news and trends.

GeekWire

Amazon, AI, and the cloud: A reality check, with Corey Quinn of 'Last Week in AWS'

This week: A study commissioned by the City of Seattle warns that the city is not in decline but is in danger, finding that 10 companies, nine of them in tech, pay three-quarters of the payroll tax on large employers, and that the tax structure uniquely penalizes the hiring of senior, high-compensation workers.

The report says Seattle should be most concerned about AI but most active in cleantech, the one industry the city can actually shape, since it owns the electric utility and controls permitting, building codes and land use.

Meanwhile, the Seattle Times and Newsday sue Microsoft and OpenAI, accusing them of copying hundreds of thousands of articles to train their AI models, putting Microsoft's hometown paper against a company that helps fund some of its journalism.

And Apple's first foldable arrives as the iPhone Duo, reviving the name of the dual-screen phone Microsoft gave up on in 2023, with Surface fans arguing Apple took more than the name.

Which leads us to a new GeekWire Trivia Challenge on the Microsoft products that Apple later turned into categories.

Upcoming Event: GeekWire, in partnership with Real Estate at Work, is recording the GeekWire Podcast live at 4 p.m. Wednesday, Sept. 16, with Toby Roberts, SVP of Engineering at Zillow. Grab a ticket. 

With John Cook and Todd Bishop. Edited by Curt Milton. Music by Daniel L.K. Caldwell. 

 

This week:&nbsp;<a href="https://www.geekwire.com/2026/seattle-economic-study-finds-strong-tech-assets-a-risky-concentration-and-a-tax-that-penalizes-hiring/">A study commissioned by the City of Seattle</a> warns that the city is not in decline but is in danger, finding that 10 companies, nine of them in tech, pay three-quarters of the payroll tax on large employers, and that the tax structure uniquely penalizes the hiring of senior, high-compensation workers.
<a href="https://www.seattle.gov/documents/Departments/economicDevelopment/SeawallBuildingaResilientSeattleEconomy2026.pdf">The report</a> says Seattle should be most concerned about AI but most active in cleantech, the one industry the city can actually shape, since it owns the electric utility and controls permitting, building codes and land use.
Meanwhile, the Seattle Times and Newsday <a href="https://www.geekwire.com/2026/seattle-times-sues-microsoft-and-openai-alleging-they-trained-their-ai-on-its-journalism/">sue Microsoft and OpenAI</a>, accusing them of copying hundreds of thousands of articles to train their AI models, putting Microsoft's hometown paper against a company that helps fund some of its journalism.
And Apple's first foldable <a href="https://techcrunch.com/2026/09/09/apple-unveils-its-first-foldable-the-iphone-duo/">arrives as the iPhone Duo</a>, reviving the name of the dual-screen phone Microsoft gave up on in 2023, with Surface fans arguing Apple <a href="https://www.windowscentral.com/hardware/surface/its-more-than-just-the-name-turns-out-iphone-duo-stole-surface-duos-biggest-selling-point-and-apple-is-right-to-copy-it">took more than the name</a>.
Which leads us to a new GeekWire Trivia Challenge on the Microsoft products that Apple later turned into categories.
Upcoming Event: GeekWire, in partnership with Real Estate at Work, is recording the GeekWire Podcast live at 4 p.m. Wednesday, Sept. 16, with Toby Roberts, SVP of Engineering at Zillow. <a href="https://luma.com/45xf4ukv">Grab a ticket</a>.&nbsp;
With John Cook and Todd Bishop. Edited by Curt Milton. Music by Daniel L.K. Caldwell.&nbsp;
&nbsp;

Study warns Seattle over-relies on Big Tech; Seattle Times v. Microsoft; Apple's iPhone Duo echoes the past

This week: The NBA suspends former Microsoft CEO Steve Ballmer for a year and hits the Clippers with $30 million in fines and five lost draft picks over allegedly sham endorsement deals for Kawhi Leonard, drawing comparisons to the Microsoft antitrust era.

A new Redfin report says San Francisco's housing market is booming on AI wealth while Seattle slumps, with the Bay Area-to-Seattle migration pipeline nearly dried up.

And the Seahawks sale to the Khosla family officially closes, ending the Paul Allen era, with two familiar Seattle tech names surfacing in the new ownership group.

Plus, the return of the GeekWire Trivia Challenge.

Related Stories and Links

Ballmer / Clippers
NBA suspends Steve Ballmer for 1 year, fines L.A. Clippers $30M over salary-cap scheme
NBA announces penalties and findings arising from investigation of LA Clippers and Kawhi Leonard — NBA
Read the NBA's Report on Clippers, Kawhi Leonard, and Aspiration — Front Office Sports
NBA announces punishments for Clippers after Kawhi inquiry — ESPN
The Briefcase, Ballmer's Social Network and Aspiration's House of Cards: Kawhi-Gate Part VII — Pablo Torre Finds Out

Redfin / SF vs. Seattle housing
AI wealth fuels San Francisco's housing boom while tech layoffs weigh down Seattle
Uber laying off 93 Washington state workers, hitting engineer and management roles at Seattle office
Qualtrics cut 117 jobs tied to Seattle headquarters, new filing shows

Seahawks sale
Two familiar Seattle tech figures turn up on Seahawks co-owner list as sale is finalized
'I'm the 12th man ... I want to represent that': New Seahawks co-owner with deep Seattle tech roots
What to know about Vinod Khosla, the Silicon Valley legend whose family is buying the Seahawks
Apptio co-founders reunite to launch enterprise AI startup Thira with $21M in funding led by Madrona

This week: The NBA suspends former Microsoft CEO Steve Ballmer for a year and hits the Clippers with $30 million in fines and five lost draft picks over allegedly sham endorsement deals for Kawhi Leonard, drawing comparisons to the Microsoft antitrust era.
A new Redfin report says San Francisco's housing market is booming on AI wealth while Seattle slumps, with the Bay Area-to-Seattle migration pipeline nearly dried up.
And the Seahawks sale to the Khosla family officially closes, ending the Paul Allen era, with two familiar Seattle tech names surfacing in the new ownership group.
Plus, the return of the GeekWire Trivia Challenge.
Related Stories and Links<a href="https://www.geekwire.com/2026/seahawks-buyer-vinod-khosla-punts-back-to-team-management-when-it-comes-to-lumen-field-turf-talk/"></a>
Ballmer / Clippers
<ul dir="ltr">
<li><a href="https://www.geekwire.com/2026/nba-suspends-steve-ballmer-for-1-year-fines-l-a-clippers-30m-over-salary-cap-scheme/">NBA suspends Steve Ballmer for 1 year, fines L.A. Clippers $30M over salary-cap scheme</a></li>
<li><a href="https://www.nba.com/news/nba-investigation-findings-la-clippers">NBA announces penalties and findings arising from investigation of LA Clippers and Kawhi Leonard</a> &mdash; NBA</li>
<li><a href="https://frontofficesports.com/article/nba-leonard-ballmer-clippers-full-report/">Read the NBA's Report on Clippers, Kawhi Leonard, and Aspiration</a> &mdash; Front Office Sports</li>
<li><a href="https://www.espn.com/nba/story/_/id/49806356/nba-announces-punishments-clippers-kawhi-probe">NBA announces punishments for Clippers after Kawhi inquiry</a> &mdash; ESPN</li>
<li><a href="https://open.spotify.com/episode/4X4qHA9afNqMArDmGVoxm6">The Briefcase, Ballmer's Social Network and Aspiration's House of Cards: Kawhi-Gate Part VII</a> &mdash; Pablo Torre Finds Out</li>
</ul>
Redfin / SF vs. Seattle housing
<ul dir="ltr">
<li><a href="https://www.geekwire.com/2026/ai-wealth-fuels-san-franciscos-housing-boom-while-tech-layoffs-weigh-down-seattle/">AI wealth fuels San Francisco's housing boom while tech layoffs weigh down Seattle</a></li>
<li><a href="https://www.geekwire.com/2026/uber-laying-off-93-washington-state-workers-hitting-engineer-and-management-roles-at-seattle-office/">Uber laying off 93 Washington state workers, hitting engineer and management roles at Seattle office</a></li>
<li><a href="https://www.geekwire.com/2026/qualtrics-cut-117-jobs-tied-to-seattle-headquarters-new-filing-shows/">Qualtrics cut 117 jobs tied to Seattle headquarters, new filing shows</a></li>
</ul>
Seahawks sale
<ul dir="ltr">
<li><a href="https://www.geekwire.com/2026/two-familiar-seattle-tech-figures-turn-up-on-seahawks-co-owner-list-as-sale-is-finalized/">Two familiar Seattle tech figures turn up on Seahawks co-owner list as sale is finalized</a></li>
<li><a href="https://www.geekwire.com/2026/new-seahawks-co-owner-with-deep-seattle-tech-roots-says-im-the-12th-man-i-want-to-represent-that/">'I'm the 12th man ... I want to represent that': New Seahawks co-owner with deep Seattle tech roots</a></li>
<li><a href="https://www.geekwire.com/2026/what-to-know-about-vinod-khosla-the-silicon-valley-legend-whose-family-is-buying-the-seahawks/">What to know about Vinod Khosla, the Silicon Valley legend whose family is buying the Seahawks</a></li>
<li><a href="https://www.geekwire.com/2026/apptio-co-founders-reunite-to-launch-enterprise-ai-startup-thira-with-21m-in-funding-led-by-madrona/">Apptio co-founders reunite to launch enterprise AI startup Thira with $21M in funding led by Madrona</a></li>
</ul>

NBA's Ballmer crackdown echoes Microsoft antitrust, SF vs. Seattle housing, and a Seahawks tech twist

This week: Bill Gates published a new essay warning that the AI industry is crossing the safety lines it set for itself, and that nobody is preparing for what's coming. At 70 years old, he also uses AI more than most people half his age, and he finds it enthralling, as you'll hear in highlights from our interview with Gates about the memo. Along the way this week, we dig into his three proposals: new institutions for managing the transition, a category of jobs reserved for humans, and a tax on the use and purchase of AI and robots.

With Todd Bishop and John Cook. Edited by Curt Milton. Music by Daniel L.K. Caldwell.

Related headlines and links
The turbulent AI era is here. The choices we make now are critical. — Bill Gates, Gates Notes
'I am very concerned': Bill Gates says the world needs a plan to deal with AI, and he has three ideas to start
Bill Gates says there's 'no upper limit' on AI, citing opportunity and risk
Etzioni on AI: Bill Gates has the right diagnosis but the wrong prescription
Dwarkesh Podcast: Ryan Greenblatt — What happens once AI can automate AI research?
New York Times: Bill Gates is warning that A.I. is more dangerous than Big Tech will admit
Wall Street Journal: Three takeaways from Bill Gates's 5,784-word warning on AI: 'There is no plan'
MIT Technology Review: Bill Gates says we've passed AI's danger thresholds. Now what?
Axios: Gates confronts the Epstein questions hanging over his AI push
Transcript: Here's what Bill Gates told lawmakers in his recent Epstein testimony

This week: Bill Gates published a new essay warning that the AI industry is crossing the safety lines it set for itself, and that nobody is preparing for what's coming. At 70 years old, he also uses AI more than most people half his age, and he finds it enthralling, as you'll hear in highlights from our interview with Gates about the memo. Along the way this week, we dig into his three proposals: new institutions for managing the transition, a category of jobs reserved for humans, and a tax on the use and purchase of AI and robots.
With Todd Bishop and John Cook. Edited by Curt Milton. Music by Daniel L.K. Caldwell.
Related headlines and links
<ul>
<li><a href="https://www.gatesnotes.com/work/make-ai-work-for-everyone/reader/a-turbulent-ai-era-and-critical-choices-to-make">The turbulent AI era is here. The choices we make now are critical.</a> &mdash; Bill Gates, Gates Notes</li>
<li dir="ltr"><a href="https://www.geekwire.com/2026/i-am-very-concerned-bill-gates-says-the-world-needs-a-plan-to-deal-with-ai-and-he-has-three-ideas-to-start/">'I am very concerned': Bill Gates says the world needs a plan to deal with AI, and he has three ideas to start</a></li>
<li dir="ltr"><a href="https://www.geekwire.com/2026/bill-gates-says-theres-no-upper-limit-on-ai-citing-opportunity-and-risk/">Bill Gates says there's 'no upper limit' on AI, citing opportunity and risk</a></li>
<li><a href="https://www.geekwire.com/2026/etzioni-on-ai-bill-gates-has-the-right-diagnosis-but-the-wrong-prescription/">Etzioni on AI: Bill Gates has the right diagnosis but the wrong prescription</a></li>
<li>Dwarkesh Podcast: <a href="https://www.dwarkesh.com/p/ryan-greenblatt">Ryan Greenblatt &mdash; What happens once AI can automate AI research?</a></li>
<li dir="ltr">New York Times: <a href="https://www.nytimes.com/2026/08/26/technology/bill-gates-ai-risks.html">Bill Gates is warning that A.I. is more dangerous than Big Tech will admit</a></li>
<li dir="ltr">Wall Street Journal: <a href="https://www.wsj.com/tech/ai/three-takeaways-from-bill-gatess-5-784-word-warning-on-ai-there-is-no-plan-aa0c3441">Three takeaways from Bill Gates's 5,784-word warning on AI: 'There is no plan'</a></li>
<li dir="ltr">MIT Technology Review: <a href="https://www.technologyreview.com/2026/08/26/1142946/bill-gates-ai-danger-threshold/">Bill Gates says we've passed AI's danger thresholds. Now what?</a></li>
<li dir="ltr">Axios: <a href="https://www.axios.com/2026/08/26/gates-confronts-the-epstein-questions-hanging-over-his-ai-push">Gates confronts the Epstein questions hanging over his AI push</a></li>
<li dir="ltr"><a href="https://www.geekwire.com/2026/transcript-heres-what-bill-gates-told-lawmakers-in-his-recent-epstein-testimony/">Transcript: Here's what Bill Gates told lawmakers in his recent Epstein testimony</a></li>
</ul>

Amazon, AI, and the cloud: A reality check, with Corey Quinn of 'Last Week in AWS'

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