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 on the show, we're sharing the debut of Positive Charge, a new GeekWire podcast from reporter Lisa Stiffler and producer Laura Scott about the innovations that could help save the planet. 

In this episode, they dig into the high-stakes race to harness the power of the sun and make fusion energy real, visiting two Seattle-area startups chasing this dream, and asking whether limitless clean power is finally within reach.

Also out this week: their debut episode on the "forever chemicals" in our water and the companies figuring out how to destroy them. Follow Positive Charge wherever you get your podcasts, or at geekwire.com/positivecharge.

Positive Charge is presented with support from Amazon Sustainability.

Sources and references
David Kirtley, Helion Energy, CEO and co-founder
Manav Singh, Helion Energy, director of electrical engineering 
Matthew Thompson, Zap Energy, senior vice president of fission technology and former vice president of systems engineering and pulsed power
Laura Berzak Hopkins, Princeton Plasma Physics Laboratory, associate laboratory director for Strategy and Partnerships, and deputy chief research officer

GeekWire’s related coverage:
Helion gives behind-the-scenes tour of secretive 60-foot fusion prototype as it races to deployment
Helion makes big bet on ‘Tiny Merge’ fusion testbed to meet aggressive Microsoft timeline
Inside Zap: Fusion pioneer tries to build ‘a star in a jar’ to unlock abundant clean energy
Zap Energy’s nuclear double play: Fusion startup adds traditional fission to its lineup, in industry first

This week on the show, we're sharing the debut of <a href="https://www.geekwire.com/positivecharge/">Positive Charge</a>, a new GeekWire podcast from reporter Lisa Stiffler and producer Laura Scott about the innovations that could help save the planet.&nbsp;
In this episode, they dig into the high-stakes race to harness the power of the sun and make fusion energy real, visiting two Seattle-area startups chasing this dream, and asking whether limitless clean power is finally within reach.
Also out this week: their <a href="https://www.geekwire.com/2026/forever-chemicals-are-everywhere-but-these-companies-are-out-to-destroy-them/">debut episode</a> on the "forever chemicals" in our water and the companies figuring out how to destroy them. Follow Positive Charge wherever you get your podcasts, or at <a href="https://www.geekwire.com/positivecharge/">geekwire.com/positivecharge</a>.
Positive Charge is presented with support from Amazon Sustainability.
Sources and references
<ul>
<li aria-level="1"><a href="https://www.linkedin.com/in/david-kirtley-490b8230/">David Kirtley</a>, Helion Energy, CEO and co-founder</li>
<li aria-level="1"><a href="https://www.linkedin.com/in/manavsingh0/">Manav Singh</a>, Helion Energy, director of electrical engineering&nbsp;</li>
<li aria-level="1"><a href="https://www.linkedin.com/in/drmatthewthompson/">Matthew Thompson</a>, Zap Energy, senior vice president of fission technology and former vice president of systems engineering and pulsed power</li>
<li aria-level="1"><a href="https://www.pppl.gov/people/laura-berzak-hopkins">Laura Berzak Hopkins</a>, Princeton Plasma Physics Laboratory, associate laboratory director for Strategy and Partnerships, and deputy chief research officer</li>
</ul>
GeekWire&rsquo;s related coverage:
<ul>
<li aria-level="1"><a href="https://www.geekwire.com/2025/helion-gives-behind-the-scenes-tour-of-secretive-60-foot-fusion-prototype-as-it-races-to-deployment/">Helion gives behind-the-scenes tour of secretive 60-foot fusion prototype as it races to deployment</a></li>
<li aria-level="1"><a href="https://www.geekwire.com/2026/helion-makes-big-bet-on-tiny-merge-fusion-testbed-to-meet-aggressive-microsoft-timeline/">Helion makes big bet on &lsquo;Tiny Merge&rsquo; fusion testbed to meet aggressive Microsoft timeline</a></li>
<li aria-level="1"><a href="https://www.geekwire.com/2025/go-inside-zap-a-seattle-area-company-trying-to-build-a-star-in-a-jar-to-unlock-abundant-clean-energy/">Inside Zap: Fusion pioneer tries to build &lsquo;a star in a jar&rsquo; to unlock abundant clean energy</a></li>
<li aria-level="1"><a href="https://www.geekwire.com/2026/zap-energys-nuclear-double-play-fusion-startup-is-the-first-to-add-traditional-atomic-power-to-its-lineup/">Zap Energy&rsquo;s nuclear double play: Fusion startup adds traditional fission to its lineup, in industry first</a></li>
</ul>

Fusion energy: Wishing upon a star in a jar — Introducing 'Positive Charge' from GeekWire

This week: F5 turns 30 years old this year, and the Seattle company has reinvented itself repeatedly to get here — starting, improbably, as a group of University of Washington students trying to build online video games.



On this week's GeekWire Podcast, recorded on location at F5 Tower, the company's chairman, president and CEO François Locoh-Donou joins us to trace that journey, from a 1990s internet load-balancing startup to a company that helps keep many of the world's biggest apps running and secure.



Today F5 is a publicly traded company with about 6,500 employees and more than $3 billion in annual revenue, and it counts over 80% of the Fortune 500 among its customers.



Locoh-Donou discusses F5's expansion into AI security, including its acquisition of SurePath AI this week, and the company's broader M&A strategy. On a personal note, he reflects on his path from Togo to Seattle, his leadership philosophy, and his message to high school students from underrepresented backgrounds who visited F5 Tower before the company took them to a World Cup match.



Plus: his World Cup predictions, and a GeekWire trivia question that stumps the room.

With GeekWire co-founders John Cook and Todd Bishop. Edited by Curt Milton.

This week: F5 <a href="https://www.geekwire.com/2026/still-ringing-a-bell-f5-marks-its-30th-year-in-business/">turns 30 years old this year</a>, and the Seattle company has reinvented itself repeatedly to get here &mdash; starting, improbably, as a group of University of Washington students trying to build online video games.
 
On this week's GeekWire Podcast, recorded on location at F5 Tower, the company's chairman, president and CEO <a href="https://www.f5.com/company/leadership/francois-locoh-donou">Fran&ccedil;ois Locoh-Donou</a> joins us to trace that journey, from a 1990s internet load-balancing startup to a company that helps keep many of the world's biggest apps running and secure.
 
Today F5 is a publicly traded company with about 6,500 employees and more than $3 billion in annual revenue, and it counts over 80% of the Fortune 500 among its customers.
 
Locoh-Donou discusses F5's expansion into AI security, including its <a href="https://www.geekwire.com/2026/f5-expands-further-into-ai-security-with-surepath-ai-acquisition/">acquisition of SurePath AI</a> this week, and the company's broader M&amp;A strategy. On a personal note, he reflects on his path from Togo to Seattle, his leadership philosophy, and his message to high school students from underrepresented backgrounds who visited F5 Tower before the company took them to a World Cup match.
 
Plus: his World Cup predictions, and a GeekWire trivia question that stumps the room.
With GeekWire co-founders John Cook and Todd Bishop. Edited by Curt Milton.

From the dot-com boom to AI security: F5 at 30, with CEO François Locoh-Donou

Anthropic takes its most powerful models offline after a U.S. order, with Amazon CEO Andy Jassy reportedly contributing to the concerns that helped trigger it. Todd and John dig into the Amazon-Anthropic dynamic, how agentic AI is upending Amazon's "working backwards" tradition, an AI-driven school arriving soon in the Seattle area, and the sensor-packed World Cup ball.

With GeekWire co-founders John Cook and Todd Bishop; edited by Curt Milton.

Anthropic takes its most powerful models offline after a U.S. order, with Amazon CEO Andy Jassy <a href="https://www.geekwire.com/2026/amazon-ceo-reportedly-raised-anthropic-fable-concerns-prior-to-u-s-order-forcing-models-offline/">reportedly</a> contributing to the concerns that helped trigger it. Todd and John dig into the Amazon-Anthropic dynamic, how agentic AI is <a href="https://www.geekwire.com/2026/how-agentic-ai-is-rewiring-amazons-teams-and-upending-its-traditions/">upending Amazon's "working backwards" tradition</a>, an AI-driven school <a href="https://www.geekwire.com/2026/two-hour-learning-ai-powered-alpha-school-lands-in-seattle-region/">arriving soon in the Seattle area</a>, and the <a href="https://inside.fifa.com/innovation/innovating-the-game/connected-ball-technology">sensor-packed World Cup ball</a>.
With GeekWire co-founders John Cook and Todd Bishop; edited by Curt Milton.

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

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