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VOICE ARCHIVE

Matt Day

@mattmday
145 posts
2026-02-28
Amazon, a company that historically sat out Big Tech-sized investment deals, is putting $50,000,000,000 into OpenAI: https://www.bloomberg.com/...
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users

Anthropic, which is resisting Pentagon demands for unrestricted use of its AI services, has the support of a coalition of Big Tech employee groups.  They're asking their employers - including Amazon, Google, Microsoft and OpenAI - to take the same stand: www.bloomberg.com/news/article...
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Anthropic, which is resisting Pentagon demands for unrestricted use of its AI services, has the support of a coalition of Big Tech employee groups.  They're asking their employers - including Amazon, Google, Microsoft and OpenAI - to take the same stand: www.bloomberg.com/news/article...
2026-02-28 View on X
Bloomberg

Two coalitions of workers, including employees of Amazon, Google, Microsoft, and OpenAI, ask their companies to join Anthropic in refusing DOD's demands

Anthropic PBC got a vote of support from Silicon Valley workers for its increasingly contentious public-relations battle with the Pentagon …

Anthropic, which is resisting Pentagon demands for unrestricted use of its AI services, has the support of a coalition of Big Tech employee groups.  They're asking their employers - including Amazon, Google, Microsoft and OpenAI - to take the same stand: www.bloomberg.com/news/article...
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

Anthropic, which is resisting Pentagon demands for unrestricted use of its AI services, has the support of a coalition of Big Tech employee groups.  They're asking their employers - including Amazon, Google, Microsoft and OpenAI - to take the same stand: www.bloomberg.com/news/article...
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

Amazon, a company that historically sat out Big Tech-sized investment deals, is putting $50,000,000,000 into OpenAI: https://www.bloomberg.com/...
2026-02-28 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI announced a $110 billion funding round on Friday, a financing that's more than double the size of its last raise a year ago …

2026-02-27
Amazon, a company that historically sat out Big Tech-sized investment deals, is putting $50,000,000,000 into OpenAI: https://www.bloomberg.com/...
2026-02-27 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI has closed a $110 billion funding round, a financing that's more than double the size of its last raise a year ago, which was a record for a private tech company.

Anthropic, which is resisting Pentagon demands for unrestricted use of its AI services, has the support of a coalition of Big Tech employee groups.  They're asking their employers - including Amazon, Google, Microsoft and OpenAI - to take the same stand: www.bloomberg.com/news/article...
2026-02-27 View on X
Bloomberg

Two coalitions of workers, including employees of Amazon, Google, Microsoft, and OpenAI, ask their companies to join Anthropic in refusing DOD's demands

Anthropic, which is resisting Pentagon demands for unrestricted use of its AI services, has the support of a coalition of Big Tech employee groups.  They're asking their employers - including Amazon, Google, Microsoft and OpenAI - to take the same stand: www.bloomberg.com/news/article...
2026-02-27 View on X
Axios

Sam Altman says OpenAI shares Anthropic's red lines with respect to AI use by the military, which are “an issue for the whole industry”

OpenAI CEO Sam Altman wrote in a memo to staff that he will draw the same red lines that sparked a high-stakes fight between rival Anthropic …

2026-01-28
News: Amazon is shuttering its Amazon Go and Amazon Fresh stores, the latest retreat after more than a decade of trying to sell stuff in the real world under its own brand. https://www.bloomberg.com/...
2026-01-28 View on X
Australian Financial Review

Amazon partners with Harris Farm to offer fresh food delivery in Australia for the first time, starting in inner Sydney, free for Prime members on AU$100 orders

Amazon will deliver fresh food to homes in Australia for the first time after striking an agreement with Harris Farm Markets …

News: Amazon is shuttering its Amazon Go and Amazon Fresh stores, the latest retreat after more than a decade of trying to sell stuff in the real world under its own brand. https://www.bloomberg.com/...
2026-01-28 View on X
GeekWire

Amazon plans to close all 57 Fresh and 15 Go locations in the US, as it pivots its physical retail strategy to focus exclusively on Whole Foods

Amazon's homegrown grocery stores are getting shelved.  —  The company said Tuesday morning that it's closing all of its Amazon Go and Amazon Fresh locations …

2026-01-27
News: Amazon is shuttering its Amazon Go and Amazon Fresh stores, the latest retreat after more than a decade of trying to sell stuff in the real world under its own brand. https://www.bloomberg.com/...
2026-01-27 View on X
GeekWire

Amazon plans to close all 57 Fresh and 15 Go locations in the US, as it pivots its physical retail strategy to focus exclusively on Whole Foods

Amazon's homegrown grocery stores are getting shelved.  —  The company said Tuesday morning that it's closing all of its Amazon Go and Amazon Fresh locations …

2025-12-05
Excellent read on the staying power of Excel: https://www.bloomberg.com/... “It's just a very powerful way to organize information. You can use spreadsheets to run your Little League team, and you can use them to operate the Pentagon.”
2025-12-05 View on X
Bloomberg

A look at Microsoft Excel's evolution, as it remains the most widely used spreadsheet software with 500M paying users despite competition from Google and others

Before it took over her life, Leila Gharani mostly took Microsoft Excel for granted.  She was working on a process optimization project … X: @mattmday . LinkedIn: Rachel Metz and M...

2025-11-24
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...
2025-11-24 View on X
Bloomberg

Internal documents: Amazon's data center operations total 900+ facilities in 50+ countries, including AWS colocation facilities, higher than commonly understood

Amazon.com Inc.'s data center operation is much larger than commonly understood, totaling more than 900 facilities in more than 50 countries …

2025-11-13
Microsoft's in-house chips effort could get some help from OpenAI: www.bloomberg.com/news/article...
2025-11-13 View on X
Dwarkesh Podcast

Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more

As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.

Microsoft's in-house chips effort could get some help from OpenAI: www.bloomberg.com/news/article...
2025-11-13 View on X
Bloomberg

Satya Nadella says that Microsoft has access to “all” of OpenAI's custom AI chip work with Broadcom and plans to use it to help develop its own in-house chip

www.wheresyoured.at/oai_docs/ Ed Zitron / @edzitron.com : While I do not have the full extent of its revenues, it is obvious that OpenAI's costs are dramatically higher - by severa...

2025-11-05
Amazon to hot startup: stop making purchases on my web site.* https://www.bloomberg.com/... *but AI, so it's all a little strange.
2025-11-05 View on X
Bloomberg

Amazon sues Perplexity, accusing it of computer fraud, after sending a cease-and-desist letter demanding it stop letting Comet make purchases on users' behalf

Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …

2025-10-28
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: https://www.bloomberg.com/...
2025-10-28 View on X
OpenAI

OpenAI completes its recapitalization, “simplifying” its structure; OpenAI Foundation now has equity valued at ~$130B and still controls the OpenAI for-profit

OpenAI has completed its recapitalization, simplifying its corporate structure.  The nonprofit remains in control …

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: https://www.bloomberg.com/...
2025-10-28 View on X
Microsoft

Microsoft now holds a ~$135B investment in OpenAI Group PBC, or a ~27% stake, down from 32.5%; OpenAI commits to purchase an additional $250B in Azure services

Since 2019, Microsoft and OpenAI have shared a vision to advance artificial intelligence responsibly and make its benefits broadly accessible.

2025-10-23
Amazon confirms it's testing AR glasses to guide its contract delivery drivers: https://www.bloomberg.com/... Turn-by-turn directions now, maybe dog warnings or “oops, wrong porch” capabilities in the future.
2025-10-23 View on X
GeekWire

Amazon is testing AR glasses for delivery drivers, using AI and computer vision to help them scan packages, follow walking directions, and get proof of delivery

MILPITAS, Calif. — Amazon is bringing delivery details directly to drivers' eyeballs.  —  The e-commerce giant on Wednesday confirmed …