Matt Day
@mattmday.bsky.social
Driving and riding a series of compounding s-curves. Writing about Amazon, Microsoft and tech for Bloomberg News in Seattle.
[email protected]
mattday.65 on signal.
[email protected]
mattday.65 on signal.
Reposted by Matt Day
scoop: An Amazon Prime Air drone snapped an internet cable in Waco, TX last week, prompting the FAA to open a probe into the matter.
We obtained video of the incident, which shows the drone shearing a wire line then landing in a customer's yard.
www.cnbc.com/2025/11/25/a...
We obtained video of the incident, which shows the drone shearing a wire line then landing in a customer's yard.
www.cnbc.com/2025/11/25/a...
Amazon faces FAA probe after delivery drone snaps internet cable in Texas
The probe comes as Amazon faces stiffer competition from Walmart, which has also begun drone deliveries.
www.cnbc.com
November 26, 2025 at 2:32 AM
scoop: An Amazon Prime Air drone snapped an internet cable in Waco, TX last week, prompting the FAA to open a probe into the matter.
We obtained video of the incident, which shows the drone shearing a wire line then landing in a customer's yard.
www.cnbc.com/2025/11/25/a...
We obtained video of the incident, which shows the drone shearing a wire line then landing in a customer's yard.
www.cnbc.com/2025/11/25/a...
Reposted by Matt Day
November 25, 2025 at 5:16 PM
Sir Elton's out here doing ads for gold, the metal
November 24, 2025 at 8:56 PM
Sir Elton's out here doing ads for gold, the metal
Amazon's cloud is powered by more than 900 data centers, according to documents seen by Bloomberg and SourceMaterial. That includes hundreds of colos, rented space that provides about a fifth of AWS's total capacity: www.bloomberg.com/news/article...
Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show
Amazon.com Inc.’s data center operation is much larger than commonly understood, totaling more than 900 facilities in more than 50 countries, according to documents reviewed by Bloomberg and investiga...
www.bloomberg.com
November 24, 2025 at 1:48 PM
Amazon's cloud is powered by more than 900 data centers, according to documents seen by Bloomberg and SourceMaterial. That includes hundreds of colos, rented space that provides about a fifth of AWS's total capacity: www.bloomberg.com/news/article...
Amazon's Ring is ordering previously remote customer service workers to relocate to central hubs in the US and UK: www.bloomberg.com/news/article...
Amazon Ring Workers Ordered to Relocate Amid ‘AI-Powered’ Push
Amazon.com Inc.’s Ring division has ordered hundreds of customer service workers to relocate to central hubs in the US and UK amid a companywide push to streamline and automate operations.
www.bloomberg.com
November 21, 2025 at 7:12 PM
Amazon's Ring is ordering previously remote customer service workers to relocate to central hubs in the US and UK: www.bloomberg.com/news/article...
Microsoft's in-house chips effort could get some help from OpenAI: www.bloomberg.com/news/article...
Microsoft to Use OpenAI’s Custom Chip Work to Help In-House Effort
Microsoft Corp. plans to use access to OpenAI’s development of custom AI semiconductors to help its own chip effort.
www.bloomberg.com
November 12, 2025 at 9:49 PM
Microsoft's in-house chips effort could get some help from OpenAI: www.bloomberg.com/news/article...
The Jeff Bezos-owned Washington Post has a slightly different take:
November 7, 2025 at 6:40 PM
The Jeff Bezos-owned Washington Post has a slightly different take:
Reposted by Matt Day
ICE agents detained the wrong people in Oregon, then stranded one in Mississippi
Feds also kept a gold chain one of the immigrants had received from his mother, as well as his cell phone.
www.oregonlive.com/politics/202...
Feds also kept a gold chain one of the immigrants had received from his mother, as well as his cell phone.
www.oregonlive.com/politics/202...
ICE agents detained the wrong people in Oregon, then stranded one in Mississippi
Homeland Security confirmed the agents were looking for someone else when they broke into the men’s Gresham apartment.
www.oregonlive.com
November 7, 2025 at 6:00 PM
ICE agents detained the wrong people in Oregon, then stranded one in Mississippi
Feds also kept a gold chain one of the immigrants had received from his mother, as well as his cell phone.
www.oregonlive.com/politics/202...
Feds also kept a gold chain one of the immigrants had received from his mother, as well as his cell phone.
www.oregonlive.com/politics/202...
Microsoft AI chief Mustafa Suleyman's new superintelligence push comes wrapped in a humanist manifesto:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Microsoft Aims at ‘Superintelligence’ After Revising OpenAI Ties
Microsoft Corp. is pursuing a more powerful form of AI called “superintelligence” it hopes will be capable of making advances in areas like medicine and materials science.
www.bloomberg.com
November 6, 2025 at 4:50 PM
Microsoft AI chief Mustafa Suleyman's new superintelligence push comes wrapped in a humanist manifesto:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Amazon to hot startup: Stop making purchases on my web site.*
www.bloomberg.com/news/article...
*but AI, so it's all a little strange.
www.bloomberg.com/news/article...
*but AI, so it's all a little strange.
Amazon Demands Perplexity Stop AI Agent From Making Purchases
Amazon.com Inc. has sent a cease-and-desist letter to Perplexity AI Inc. demanding that the artificial intelligence search startup stop allowing its AI browser agent, Comet, to make purchases online f...
www.bloomberg.com
November 4, 2025 at 6:21 PM
Amazon to hot startup: Stop making purchases on my web site.*
www.bloomberg.com/news/article...
*but AI, so it's all a little strange.
www.bloomberg.com/news/article...
*but AI, so it's all a little strange.
Reposted by Matt Day
November 3, 2025 at 5:56 PM
Amazon will help power OpenAI. A seven-year, $38 billion deal to supply Nvidia chips: www.bloomberg.com/news/article...
Amazon Inks $38 Billion Deal With OpenAI to Supply Nvidia Chips
Amazon.com Inc.’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power.
www.bloomberg.com
November 3, 2025 at 2:09 PM
Amazon will help power OpenAI. A seven-year, $38 billion deal to supply Nvidia chips: www.bloomberg.com/news/article...
Cloud spending: still large
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
October 31, 2025 at 12:18 AM
Cloud spending: still large
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
October 31, 2025 at 12:04 AM
this is a good interview: www.bloomberg.com/features/202...
Nigel Farage: Britain Has Had ‘Too Many Unifiers’
The Reform UK leader on dismantling consensus politics, Britain’s future relationship with the EU, and deporting migrants “nicely.”
www.bloomberg.com
October 30, 2025 at 5:03 PM
this is a good interview: www.bloomberg.com/features/202...
"Frankly, are we in a bubble?”
The large data center spending numbers are getting larger:
www.bloomberg.com/news/article...
The large data center spending numbers are getting larger:
www.bloomberg.com/news/article...
Meta, Microsoft Test Investors’ Patience With AI Spending Spree
The largest technology companies are betting on an AI future powered by gigantic complexes of data centers filled with humming servers.
www.bloomberg.com
October 30, 2025 at 1:21 AM
"Frankly, are we in a bubble?”
The large data center spending numbers are getting larger:
www.bloomberg.com/news/article...
The large data center spending numbers are getting larger:
www.bloomberg.com/news/article...
Not a banner day for the Microsoft Investor Relations page, as the company's cloud continues to suffer from a service outage. An hourish until they report earnings.
October 29, 2025 at 7:22 PM
Not a banner day for the Microsoft Investor Relations page, as the company's cloud continues to suffer from a service outage. An hourish until they report earnings.
The trouble with Front Door As A Service is sometimes Front Door goes down:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Microsoft Is Investigating Outages of Office, Game Applications
Microsoft Corp. has suffered an outage in its Azure cloud service that has disrupted its own products and the operations of several companies, including Alaska Airlines.
www.bloomberg.com
October 29, 2025 at 6:00 PM
The trouble with Front Door As A Service is sometimes Front Door goes down:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Microsoft gets two more years with OpenAI's models, and relief from a provision that had raised the prospect OAI could declare AGI and cut them off: www.bloomberg.com/news/article...
Microsoft to Get 27% of OpenAI, Access to AI Models Until 2032
Microsoft Corp. and OpenAI finalized a new agreement in a long-negotiated partnership, removing a layer of uncertainty for both companies’ investors and paving the way for the ChatGPT maker to restruc...
www.bloomberg.com
October 28, 2025 at 2:08 PM
Microsoft gets two more years with OpenAI's models, and relief from a provision that had raised the prospect OAI could declare AGI and cut them off: www.bloomberg.com/news/article...
Amazon's cloud is under pressure (it's not just Monday's outage).
From newly serious competitors, from a homegrown bureaucracy, and from an artificial intelligence wave threatening to upend a market that Amazon Web Services invented.
On AWS in the AI era:
www.bloomberg.com/news/feature...
From newly serious competitors, from a homegrown bureaucracy, and from an artificial intelligence wave threatening to upend a market that Amazon Web Services invented.
On AWS in the AI era:
www.bloomberg.com/news/feature...
Amazon’s AWS Shows Signs of Weakness as Competitors Charge Ahead
The company that basically invented the cloud business is widely perceived as trailing its rivals in artificial intelligence.
www.bloomberg.com
October 24, 2025 at 1:47 PM
Amazon's cloud is under pressure (it's not just Monday's outage).
From newly serious competitors, from a homegrown bureaucracy, and from an artificial intelligence wave threatening to upend a market that Amazon Web Services invented.
On AWS in the AI era:
www.bloomberg.com/news/feature...
From newly serious competitors, from a homegrown bureaucracy, and from an artificial intelligence wave threatening to upend a market that Amazon Web Services invented.
On AWS in the AI era:
www.bloomberg.com/news/feature...
Reposted by Matt Day
SCOOP: For the last two years, Microsoft has pushed Xbox to hit profit margins of 30%, an ambitious target that's far higher than the industry average.
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
Microsoft Pushes Xbox Division to Hit Higher Profit Margins
Management’s goal of 30% profit margins for gaming has led to job losses, canceled projects
www.bloomberg.com
October 23, 2025 at 11:02 AM
SCOOP: For the last two years, Microsoft has pushed Xbox to hit profit margins of 30%, an ambitious target that's far higher than the industry average.
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.
Story: www.bloomberg.com/news/article...
Amazon confirms it's testing AR glasses to guide its contract delivery drivers: www.bloomberg.com/news/article... Turn-by-turn directions now, maybe dog warnings or "oops, wrong porch" capabilities in the future.
Amazon Tests AR Glasses to Help Drivers Find Right Delivery Spot
Amazon.com Inc. is considering equipping its contract delivery drivers with augmented-reality glasses that would help them find the right spot to drop a package.
www.bloomberg.com
October 22, 2025 at 5:56 PM
Amazon confirms it's testing AR glasses to guide its contract delivery drivers: www.bloomberg.com/news/article... Turn-by-turn directions now, maybe dog warnings or "oops, wrong porch" capabilities in the future.
Reposted by Matt Day
Microsoft CEO Satya Nadella’s pay package jumped to $96.5 million for fiscal 2025, his highest compensation since he took over the company more than a decade ago, with the board citing the company’s progress in AI. bloom.bg/3WCmf1X
📷: SeongJoon Cho/Bloomberg
📷: SeongJoon Cho/Bloomberg
October 22, 2025 at 3:30 AM
Microsoft CEO Satya Nadella’s pay package jumped to $96.5 million for fiscal 2025, his highest compensation since he took over the company more than a decade ago, with the board citing the company’s progress in AI. bloom.bg/3WCmf1X
📷: SeongJoon Cho/Bloomberg
📷: SeongJoon Cho/Bloomberg