This week on the GeekWire Podcast, we play highlights and share takeaways from the recent earnings calls of Amazon, Apple, Microsoft, Meta, and Alphabet, seeking a clearer understanding of what's next for the tech economy. With GeekWire co-founders Todd Bishop and John Cook; audio editing and production by Curt Milton. 

Related headlines and links:
Microsoft earnings come up short, hit by global economic trends and cutbacks
Amazon stock rises 10% as tech giant beats revenue expectations amid ‘inflationary pressures’
CNBC: Alphabet misses on earnings and revenue for second quarter
The Verge: Facebook reports drop in revenue for the first time
Marketwatch: Apple raises $5.5 billion in debt after upbeat earnings, iPhone sales offset fears of a consumer pullback

This week on the GeekWire Podcast, we play highlights and share takeaways from the recent earnings calls of Amazon, Apple, Microsoft, Meta, and Alphabet, seeking a clearer understanding of what's next for the tech economy. With GeekWire co-founders Todd Bishop and John Cook; audio editing and production by Curt Milton. 
Related headlines and links:
<ul>
<li><a href="https://www.geekwire.com/2022/microsoft-comes-up-short-in-earnings-report-impacted-by-global-economy-and-cutbacks/">Microsoft earnings come up short, hit by global economic trends and cutbacks</a></li>
<li><a href="https://www.geekwire.com/2022/amazon-stock-rises-10-as-tech-giant-beats-revenue-expectations-amid-inflationary-pressures/">Amazon stock rises 10% as tech giant beats revenue expectations amid ‘inflationary pressures’</a></li>
<li>CNBC: <a href="https://www.cnbc.com/2022/07/26/alphabet-is-set-to-report-q2-earnings-after-the-bell-.html">Alphabet misses on earnings and revenue for second quarter</a></li>
<li>The Verge: <a href="https://www.theverge.com/2022/7/27/23281294/facebook-meta-revenue-declines-for-first-time">Facebook reports drop in revenue for the first time</a></li>
<li>Marketwatch: <a href="https://www.marketwatch.com/story/apple-follows-up-resilient-earnings-swift-iphone-sales-with-debt-deal-that-could-reach-6-5-billion-11659374147">Apple raises $5.5 billion in debt after upbeat earnings, iPhone sales offset fears of a consumer pullback</a></li>
</ul>

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

Inside the tech economy, with Amazon, Apple, Microsoft, Meta and Alphabet 

This week: Rec Room, the Seattle-based social gaming platform once valued at $3.5 billion, is shutting down — and Snap is picking up some of the pieces.

Todd talks about what it was like fielding calls from distraught users on the night of the announcement. John offers his thoughts on what the shutdown says about the VR hype cycle, and whether everyone betting on the AI boom should take notes.

Plus: Major League Baseball's new automated ball-strike system is already exposing umpires and creating a whole new kind of showboating — including one player who was so confident the robot would overrule the ump that he just started walking to first base.

Also on the show: Todd road-tests Amazon's new FedEx Office returns partnership (pro tip: don't ask for stamps), OpenAI makes a head-scratching move into media by acquiring tech talk show TBPN, John gets fooled by an April Fools' prank, WSU researchers take on the torpedo bat, and our weekly trivia segment ties Apple's 50th anniversary to a piece of Microsoft lore.

Thanks to this week's sponsor: This episode is brought to you by Microsoft, proud to call Washington state home and committed to strengthening the communities that made its growth possible — investing in infrastructure, workforce development, education, and nonprofit partnerships to help ensure innovation drives broad-based prosperity across the state. Read more.

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

This week: <a href="https://www.geekwire.com/2026/snap-acquires-assets-from-rec-room-as-social-gaming-platform-announces-shutdown/">Rec Room</a>, the Seattle-based social gaming platform once valued at $3.5 billion, is shutting down &mdash; and <a href="https://www.geekwire.com/2026/snap-acquires-assets-from-rec-room-as-social-gaming-platform-announces-shutdown/">Snap is picking up some of the pieces</a>.
Todd talks about what it was like fielding calls from distraught users on the night of the announcement. John offers his thoughts on what the shutdown says about the VR hype cycle, and whether everyone betting on the AI boom should take notes.
Plus: Major League Baseball's new <a href="https://www.mlb.com/news/abs-challenge-system-mlb-2026">automated ball-strike system</a> is already exposing umpires and creating a whole new kind of showboating &mdash; including one player who was so confident the robot would overrule the ump that he just started walking to first base.
Also on the show: Todd road-tests <a href="https://www.geekwire.com/2026/amazon-and-fedex-together-again-this-time-for-e-commerce-returns/">Amazon's new FedEx Office returns partnership</a> (pro tip: don't ask for stamps), <a href="https://techcrunch.com/2026/04/02/openai-acquires-tbpn-the-buzzy-founder-led-business-talk-show/">OpenAI makes a head-scratching move into media</a> by acquiring tech talk show TBPN, John gets fooled by an April Fools' prank, <a href="https://www.geekwire.com/2026/wood-is-wood-wsu-research-finds-yankees-viral-torpedo-bats-perform-the-same-as-traditional-bats/">WSU researchers take on the torpedo bat</a>, and our weekly trivia segment ties&nbsp;<a href="https://www.geekwire.com/2026/on-apples-50th-recalling-the-time-a-microsoft-engineer-drove-steve-jobs-so-crazy-he-invented-the-ipad/">Apple's 50th anniversary</a> to a piece of Microsoft lore.
Thanks to this week's sponsor:&nbsp;This episode is brought to you by Microsoft, proud to call Washington state home and committed to strengthening the communities that made its growth possible &mdash; investing in infrastructure, workforce development, education, and nonprofit partnerships to help ensure innovation drives broad-based prosperity across the state.&nbsp;<a href="link">Read more.</a>
With GeekWire co-founders Todd Bishop and John Cook. Edited by Curt Milton.&nbsp;

Rec Room, the Seattle-based social gaming platform once valued at $3.5 billion, is shutting down — and Snap is picking up some of the pieces. Todd broke the news, fielded calls from distraught users, and connects the VR bust to lessons for the AI boom. Plus: MLB's new automated ball-strike system is exposing umpires and creating a whole new kind of showboating, Todd road-tests Amazon's FedEx Office returns partnership, OpenAI makes a head-scratching media acquisition, and the trivia question ties Apple's 50th anniversary to a word Microsoft tried and failed to make happen.

Rec Room shutdown, robot umps, FedEx meets Amazon, and OpenAI's odd media buy

Fresh off the big GeekWire AI summit this week, Todd and John unpack what they heard from Microsoft EVP Charles Lamanna, OpenAI applications CTO Vijaye Raji, and other speakers at the Agents of Transformation event in Seattle, presented by Accenture.

The big thread: the economics of AI, from token budgets becoming a hiring negotiation point to startups running on subsidized credits that may not last.

Plus, a startup founder whose engineer burned through $5,000 in AI tokens over a single weekend of vibe coding, OpenAI shutting down Sora amid $15 million-a-day processing costs, and why one panelist says the metrics most companies are tracking are "watermelon metrics" — green (profit) on the outside, red (losses) on the inside.

Also: how Todd used a Claude project over several months to prep for the event, John's experience bouncing between Gemini and ChatGPT, and why the simplistic chat era may be over. 

And in this week's trivia: Sound Transit's light rail starts crossing Lake Washington on a floating bridge — but when did the original I-90 floating bridge open?

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

Fresh off the big GeekWire AI summit this week, Todd and John unpack what they heard from Microsoft EVP Charles Lamanna, OpenAI applications CTO Vijaye Raji, and other speakers at the <a href="https://www.geekwire.com/2026/beyond-the-chatbot-at-geekwire-summit-ai-leaders-say-the-era-of-autonomous-agents-is-already-here/">Agents of Transformation event in Seattle</a>, presented by Accenture.
The big thread: the economics of AI, from <a href="https://www.geekwire.com/2026/microsoft-exec-charles-lamanna-on-how-ai-is-creating-an-expensive-new-request-from-job-candidates/">token budgets</a> becoming a hiring negotiation point to startups running on subsidized credits that may not last.
Plus, a startup founder whose engineer burned through $5,000 in AI tokens over a single weekend of vibe coding, OpenAI shutting down Sora amid $15 million-a-day processing costs, and why one panelist says the metrics most companies are tracking are "watermelon metrics" &mdash; green (profit) on the outside, red (losses) on the inside.
Also: how Todd used a Claude project over several months to prep for the event, John's experience bouncing between Gemini and ChatGPT, and why the simplistic chat era may be over.&nbsp;
And in this week's trivia: Sound Transit's light rail <a href="https://www.geekwire.com/2026/geekwire-rides-the-worlds-first-floating-bridge-train-seattle-tech-commutes-will-never-be-the-same/https://www.geekwire.com/2026/geekwire-rides-the-worlds-first-floating-bridge-train-seattle-tech-commutes-will-never-be-the-same/">starts crossing Lake Washington on a floating bridge</a> &mdash; but when did the original I-90 floating bridge open?
With GeekWire co-founders John Cook and Todd Bishop. Edited by Curt Milton.

GeekWire AI summit takeaways: Token budgets, watermelon metrics, and the $5k weekend coder

Amazon is working on a new smartphone, code-named "Transformer," more than a decade after the Fire Phone debacle, according to Reuters. We dig into the connection to a past GeekWire scoop: former Microsoft Xbox leader J Allard joined Amazon's devices team in 2024, and he's now leading a group called ZeroOne with a mandate to create "breakthrough" gadgets. Is this an AI-native device? A companion to your iPhone? J Allard's shot at redemption? Maybe all of the above.

There's more great Fire Phone background in this Vergecast "Version History" podcast.

Then: Microsoft shakes up its Copilot team, shifting Mustafa Suleyman to a narrower role and unifying consumer and enterprise AI under a new leader. Todd has strong feelings about Microsoft's history of cutesy consumer tech, from Clippy to Mico.

Plus: Todd's adventure using Claude CoWork to browse LinkedIn (and the stern warning he got in response), King County Metro's slick new tap-to-pay feature catches the transit system up with the modern world, the opening of cross-lake light rail, and an Amazon Treasure truck trivia question.

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

Amazon is working on a new smartphone, code-named "Transformer," more than a decade after the Fire Phone debacle, <a href="https://www.reuters.com/technology/amazon-plans-smartphone-comeback-more-than-decade-after-fire-phone-flop-2026-03-20/">according to Reuters</a>. We dig into the connection to <a href="https://www.geekwire.com/2024/former-microsoft-xbox-leader-j-allard-joins-amazon-in-latest-surprise-career-twist/">a past GeekWire scoop</a>: former Microsoft Xbox leader J Allard joined Amazon's devices team in 2024, and he's now leading a group called <a href="https://www.geekwire.com/2025/amazon-has-a-secretive-new-hardware-group-led-by-former-xbox-leader-j-allard/">ZeroOne</a> with a mandate to create "breakthrough" gadgets. Is this an AI-native device? A companion to your iPhone? J Allard's shot at redemption? Maybe all of the above.
There's more great Fire Phone background in this&nbsp;<a href="https://www.theverge.com/podcast/816739/amazon-fire-phone-version-history">Vergecast "Version History" podcast.</a>
Then: Microsoft <a href="https://www.geekwire.com/2026/microsoft-revamps-copilot-structure-elevating-former-snap-exec-as-suleyman-shifts-to-ai-models/">shakes up its Copilot team</a>, shifting Mustafa Suleyman to a narrower role and unifying consumer and enterprise AI under a new leader. Todd has strong feelings about Microsoft's history of cutesy consumer tech, from Clippy to Mico.
Plus: Todd's adventure using Claude CoWork to browse LinkedIn (and the stern warning he got in response), King County Metro's slick <a href="https://www.geekwire.com/2026/seattle-transits-new-tap-to-pay-feature-goes-live-next-week-well-ahead-of-world-cup/">new tap-to-pay feature</a> catches the transit system up with the modern world, the opening of cross-lake light rail, and an Amazon Treasure truck trivia question.
With GeekWire co-founders Todd Bishop and John Cook. Audio editing by Curt Milton.

Inside the tech economy, with Amazon, Apple, Microsoft, Meta and Alphabet

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