Is this 'peak AI'? Microsoft, Amazon, and a pivotal week for Seattle tech episode artwork

EPISODE · Aug 2, 2025 · 38 MIN

Is this 'peak AI'? Microsoft, Amazon, and a pivotal week for Seattle tech

from GeekWire · host GeekWire

This week on the GeekWire Podcast: Microsoft soars past Wall Street expectations, briefly hitting a $4 trillion valuation, while Amazon faces sharper scrutiny over its AI strategy. Todd Bishop and John Cook break down the contrasting earnings results, analyst reactions, and what it all means for the future of AI — and Seattle's place in it. Plus: insights from Microsoft's Mustafa Suleyman on the future of Copilot, a throwback lesson from the Zune era, and a guestbook entry that shows just how mainstream ChatGPT has become.  Related stories and links Microsoft plans record $30B in quarterly capital spending Microsoft cut product R&D jobs, added operations roles over the past year Microsoft beats expectations, says Azure revenue tops $75B annually Internal memo: Nadella urges long-term thinking as Azure marks 15 years Microsoft reaches $4 trillion valuation after big earnings report Amazon Web Services profits squeezed amid AI spending surge Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits Can Seattle own the AI era? 20 investors and founders weigh the potential From Startup to Exit: Microsoft@50: Birth of Xbox, with Chief Xbox Officer, Robbie Bach Colin & Samir Podcast with Microsoft AI CEO Mustafa Suleyman Tim Ferriss Podcast with Expedia and Zillow co-founder Rich BartonSee omnystudio.com/listener for privacy information.

NOW PLAYING

Is this 'peak AI'? Microsoft, Amazon, and a pivotal week for Seattle tech

0:00 38:57

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

GeekWire Health Tech GeekWire Health Tech is a GeekWire podcast that explores the cutting edge of digital health. On each episode, we bring you stories about innovative technologies for patients, doctors and more, giving you a window into the future of health. Our fifth season is sponsored by Premera Blue Cross. Learn more about Premera here: https://www.premera.com/premera-voices/ 2025: Tomorrow, Today GeekWire Welcome to 2025: Tomorrow, Today from GeekWire Studios. This new podcast series features in-depth, thought-provoking conversations about the future of work, retail, living and more with top business experts. Join GeekWire co-founder John Cook and Jordon Voss, Sr. Vice President with wealth management firm Northern Trust, as we explore where and how we’ll work, shop and live in the not-too-distant future. Numbers Geek with Steve Ballmer GeekWire Numbers Geek is the podcast where we use numbers and data to make sense of the world. We take on issues from education to politics to basketball and beyond — with leaders in business, tech and entertainment. Our resident Numbers Geek is Steve Ballmer, the former Microsoft CEO and current owner of the L.A. Clippers. Numbers Geek is a GeekWire podcast, produced in partnership with USAFacts, the nonprofit data initiative founded by Ballmer. Generation App GeekWire Generation App is a window into the world of millennials, through the apps and online services they love and share with their friends. In GeekWire's new weekly podcast, digital natives school tech dinosaurs with inside tips and secrets about some of the hottest apps on the market — Tinder, Snapchat, Venmo and more.

Frequently Asked Questions

How long is this episode of GeekWire?

This episode is 38 minutes long.

When was this GeekWire episode published?

This episode was published on August 2, 2025.

What is this episode about?

This week on the GeekWire Podcast: Microsoft soars past Wall Street expectations, briefly hitting a $4 trillion valuation, while Amazon faces sharper scrutiny over its AI strategy. Todd Bishop and John Cook break down the contrasting earnings...

Can I download this GeekWire episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!