This week on the GeekWire Podcast, we take a closer look at the earnings reports from Microsoft and Amazon this week, as a litmus test for artificial intelligence demand and the state of the economy. We also consider the implications of Boeing's new CEO being based in the Seattle region, discuss a new AI tool that aims to streamline marketing tasks, and weigh in on the backlash to Google's Olympics ad for its Gemini AI chatbot
Microsoft capital spending soars to $19B, betting big on AI, as Azure growth underwhelms Wall Street
Amazon sales come up short, profits nearly double
Amazon looks to reduce costs to compete more aggressively on price as consumer habits shift
Boeing chooses its next CEO — and he will reportedly be based back in Seattle
Seattle tech vets launch 'Spok,' an AI copilot that aims to streamline marketing tasks – GeekWire
CNBC:Google pulls AI ad for Olympics following backlash

With GeekWire co-founder Todd Bishop and editor Taylor Soper.

This week on the GeekWire Podcast, we take a closer look at the earnings reports from Microsoft and Amazon this week, as a litmus test for artificial intelligence demand and the state of the economy. We also consider the implications of Boeing's new CEO being based in the Seattle region, discuss a new AI tool that aims to streamline marketing tasks, and weigh in on the backlash to Google's Olympics ad for its Gemini AI chatbot
<ul>
<li><a href="https://www.geekwire.com/2024/microsoft-capital-spending-soars-to-19b-betting-big-on-ai-as-azure-growth-underwhelms-wall-street/">Microsoft capital spending soars to $19B, betting big on AI, as Azure growth underwhelms Wall Street</a></li>
<li><a href="https://www.geekwire.com/2024/amazon-revenue-misses-expectations-but-profits-nearly-double-in-second-quarter-results/">Amazon sales come up short, profits nearly double</a></li>
<li><a href="https://www.geekwire.com/2024/amazon-looks-to-reduce-costs-to-compete-more-aggressively-on-price/">Amazon looks to reduce costs to compete more aggressively on price as consumer habits shift</a></li>
<li><a href="https://www.geekwire.com/2024/boeing-next-ceo-kelly-ortberg-seattle/">Boeing chooses its next CEO — and he will reportedly be based back in Seattle</a></li>
<li><a href="https://www.geekwire.com/2024/seattle-tech-vets-launch-spok-an-ai-copilot-that-aims-to-streamline-marketing-tasks/">Seattle tech vets launch 'Spok,' an AI copilot that aims to streamline marketing tasks – GeekWire</a></li>
<li>CNBC: <a href="https://www.cnbc.com/2024/08/02/google-pulls-ai-ad-for-olympics-following-backlash.html?__source=twitter%7Ctech&amp;amp;taid=66ad2dbf4980560001587387&amp;amp;utm_campaign=trueanthem&amp;amp;utm_medium=social&amp;amp;utm_source=twitter">Google pulls AI ad for Olympics following backlash</a></li>
</ul>
With GeekWire co-founder Todd Bishop and editor Taylor Soper.

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

Microsoft, Amazon, AI, the economy, and another bad tech ad

OpenAI just opened its largest office outside San Francisco, in downtown Bellevue, Wash. GeekWire was there on day one to tour the space. Chatting inside the OpenAI game room, we share our observations about the Mad Men-meets-Pacific Northwest aesthetic, which features open floor plans and lots of common areas, and try to figure out what it all says about OpenAI's culture. 

Plus, we talk with Vijaye Raji, the former Statsig CEO who is now OpenAI's CTO of applications, about Codex, infrastructure, hiring, and the evolution and growth of Silicon Valley tech giants in the region. 

In our final segment, it's the return of the GeekWire trivia challenge, with a question focusing on one of the earliest tech giants to establish an outpost in the Seattle area. 

Related Story: Inside OpenAI’s new Bellevue office: A swanky statement about AI’s impact on the Seattle region

Upcoming Event: Agents of Transformation, March 24. 

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

OpenAI <a href="https://www.geekwire.com/2026/inside-openais-new-bellevue-office-a-swanky-statement-about-ais-impact-on-the-seattle-region/">just opened its largest office</a> outside San Francisco, in downtown Bellevue, Wash. GeekWire was there on day one to tour the space. Chatting inside the OpenAI game room, we share our observations about the Mad Men-meets-Pacific Northwest aesthetic, which features open floor plans and lots of common areas, and try to figure out what it all says about OpenAI's culture.&nbsp;
Plus, we talk with <a href="https://www.linkedin.com/in/vijaye">Vijaye Raji</a>, the former Statsig CEO who is now OpenAI's CTO of applications, about Codex, infrastructure, hiring, and the evolution and growth of Silicon Valley tech giants in the region.&nbsp;
In our final segment, it's the return of the GeekWire trivia challenge, with a question focusing on one of the earliest tech giants to establish an outpost in the Seattle area.&nbsp;
Related Story: <a href="https://www.geekwire.com/2026/inside-openais-new-bellevue-office-a-swanky-statement-about-ais-impact-on-the-seattle-region/">Inside OpenAI&rsquo;s new Bellevue office: A swanky statement about AI&rsquo;s impact on the Seattle region</a>
Upcoming Event:&nbsp;<a href="https://www.geekwire.com/events/agents-of-transformation/">Agents of Transformation, March 24</a>.&nbsp;
With GeekWire co-founders Todd Bishop and John Cook. Edited by Curt Milton.

On location at OpenAI in Bellevue, with CTO of Applications Vijaye Raji

Anthropic acquired Seattle startup Vercept on Wednesday, raising familiar questions about the impact of early exits on the broader Seattle startup ecosystem, and the question of whether AI startups can compete long-term against the giants of the field.

We dig into the deal, the public feud between two of the company's early investors on LinkedIn, and why one co-founder's prior departure to Meta may have been worth more than the entire acquisition.

Plus, a new research paper envisions a 2028 "global intelligence crisis" driven by AI-fueled white collar job losses, and we're already seeing early signs in the news. 

Then, the New York Times reported this week that Jeffrey Epstein built deeper connections inside Microsoft than any other major tech company. We break down the key revelations, including what we found when we searched the Epstein files for "GeekWire."

WSJ: Bill Gates Apologizes to Foundation Staff Over Epstein Ties

And stick around for GeekWire Trivia: With Xbox entering a new era under Asha Sharma, we look back at the celebrity who appeared on stage for the original Xbox unveiling 25 years ago.

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

Anthropic <a href="https://www.geekwire.com/2026/anthropic-acquires-vercept-in-early-exit-for-one-of-seattles-standout-ai-startups/">acquired Seattle startup Vercept</a> on Wednesday, raising familiar questions about the impact of early exits on the broader Seattle startup ecosystem, and the question of whether AI startups can compete long-term against the giants of the field.
We dig into the deal, the public feud between two of the company's early investors on LinkedIn, and why one co-founder's prior departure to Meta may have been worth more than the entire acquisition.
Plus, <a href="https://www.citriniresearch.com/p/2028gic">a new research paper</a> envisions a 2028 "global intelligence crisis" driven by AI-fueled white collar job losses, and we're already seeing <a href="https://www.geekwire.com/2026/in-seattle-protest-workers-call-on-uber-and-lyft-to-stop-adding-new-drivers-to-flooded-market/">early signs in the news</a>.&nbsp;
Then, the New York Times <a href="https://www.nytimes.com/2026/02/24/technology/jeffrey-epstein-microsoft-executives.html">reported this week</a> that Jeffrey Epstein built deeper connections inside Microsoft than any other major tech company. We break down <a href="https://www.geekwire.com/2026/bill-gates-addresses-epstein-fallout-at-foundation-as-new-microsoft-revelations-emerge/">the key revelations</a>, including what we found when we searched the Epstein files for "GeekWire."
WSJ: <a href="https://www.wsj.com/articles/bill-gates-apologizes-to-foundation-staff-over-epstein-ties-67f39ef5?st=DZvEc3&amp;amp;reflink=desktopwebshare_permalink">Bill Gates Apologizes to Foundation Staff Over Epstein Ties</a>
And stick around for GeekWire Trivia: With Xbox <a href="https://www.geekwire.com/2026/who-is-asha-sharma-a-closer-look-at-microsofts-surprise-pick-to-lead-the-xbox-business/">entering a new era under Asha Sharma</a>, we look back at the celebrity who appeared on stage for the original Xbox unveiling 25 years ago.
With GeekWire co-founders Todd Bishop and John Cook. Edited by Curt Milton.

Anthropic acquires Vercept, the AI job crisis scenario, and Microsoft's past Epstein connections

Amazon promises 30-minute delivery with its new Amazon Now service. We put it to the test — live on the show — with help from Michael Levin and Josh Lowitz, co-founders of Consumer Intelligence Research Partners and two of the sharpest Amazon watchers we know.

While we wait for our order of yogurt, blueberries, and flossers (long story), Mike and Josh break down why Amazon closed its grocery stores, what its massive future 225,000-square-foot superstore in suburban Chicago could mean, and why Amazon's real play is becoming the ultimate convenience store.

Plus: Test your knowledge of Amazon with our weekly trivia question. Will Josh and Mike get it right?

Related stories and links: 
CIRP Amazon Report on Substack
CIRP: By Closing Stores, Amazon Goes All-In on Delivery
GeekWire: Amazon closing all Amazon Fresh and Go stores to focus on Whole Foods and grocery delivery

Bloomberg: Amazon Dethrones Walmart as World’s Biggest Company by Sales
"Learn and Be Curious," the new podcast from Doug Herrington, the Amazon Worldwide Stores CEO.

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

 

Amazon promises 30-minute delivery with <a href="https://www.geekwire.com/2025/amazon-launches-new-amazon-now-30-minute-delivery-service-in-seattle-and-philadelphia/">its new Amazon Now service</a>. We put it to the test &mdash; live on the show &mdash; with help from <a href="https://www.linkedin.com/in/michaelrlevin/">Michael Levin</a> and <a href="https://www.linkedin.com/in/jlowitz/">Josh Lowitz</a>, co-founders of <a href="https://www.cirpllc.com/">Consumer Intelligence Research Partners</a> and two of the sharpest Amazon watchers we know.
While we wait for our order of yogurt, blueberries, and flossers (<a href="https://www.geekwire.com/2026/amazon-fixes-alexa-ordering-bug-microsoft-rethinks-ai-data-centers-and-cameras-capture-every-fan/">long story</a>), Mike and Josh break down why Amazon <a href="https://www.geekwire.com/2026/the-end-of-the-line-for-amazons-grocery-stores-brings-a-final-irony-a-30-minute-wait-to-get-in/">closed its grocery stores</a>, what its massive future <a href="https://www.geekwire.com/2026/amazon-supersizes-its-walmart-rivalry-with-new-big-box-retail-concept/">225,000-square-foot superstore</a> in suburban Chicago could mean, and why Amazon's real play is becoming the ultimate convenience store.
Plus: Test your knowledge of Amazon with our weekly trivia question. Will Josh and Mike get it right?
Related stories and links:&nbsp;
<ul>
<li><a href="https://cirpamazon.substack.com/">CIRP Amazon Report on Substack</a></li>
<li>CIRP:&nbsp;<a href="https://cirpamazon.substack.com/p/by-closing-stores-amazon-goes-all">By Closing Stores, Amazon Goes All-In on Delivery</a></li>
<li>GeekWire: <a href="https://www.geekwire.com/2026/amazon-closing-all-amazon-fresh-and-go-stores-to-focus-on-whole-foods-and-grocery-delivery/">Amazon closing all Amazon Fresh and Go stores to focus on Whole Foods and grocery delivery</a> <a href="https://substack.com/@cirp" aria-label="View Michael Levin and Josh Lowitz's profile"></a></li>
<li>Bloomberg: <a href="https://www.bloomberg.com/news/articles/2026-02-19/amazon-dethrones-walmart-as-world-s-biggest-company-by-sales">Amazon Dethrones Walmart as World&rsquo;s Biggest Company by Sales</a></li>
<li><a href="https://www.linkedin.com/posts/doug-herrington_as-amazonians-our-16-leadership-principles-activity-7429939785294708736-lQg8?utm_source=share&amp;amp;utm_medium=member_desktop&amp;amp;rcm=ACoAAAAmZBMB4ZPLFVeakJlucqgeZbv9Gl1WRKU">"Learn and Be Curious,"</a> the new podcast from Doug Herrington, the Amazon Worldwide Stores CEO.</li>
</ul>
With GeekWire co-founder Todd Bishop, edited by Curt Milton.
&nbsp;

Microsoft, Amazon, AI, the economy, and another bad tech ad

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