Amazon Ai

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Sunday Insights

How Capex Ramp Up Will Squeeze Google, Amazon, Meta

By Martin Peers · Feb 7, 2026 10:00am PST · 1 comment
Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make some difficult choices, such as whether to end stock buybacks or borrow more money. The good news is that the big tech companies have the capacity to... Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out...
Art by Clark Miller
Artificial Intelligence

After OpenClaw, a Wild, Weird Age of Consumer Agents Lies Ahead

By Rocket Drew · Feb 7, 2026 6:30am PST · 1 comment
Until recently, agentic AI, where AIs can take virtual actions and control computers, seemed like an esoteric technology that wasn’t close to going mainstream—at least for use at home on tasks like checking into flights, responding to emails and controlling smart devices. Then OpenClaw, an open-source personal AI assistant, went viral a... Until recently, agentic AI, where AIs can take virtual actions and control computers, seemed like...
Image via Getty
Exclusive

Microsoft Sales Chief Responds to Potential Rivalry with OpenAI’s New Agent Product

By Kevin McLaughlin and Aaron Holmes · Feb 6, 2026 6:45pm PST · 1 comment
Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to compete against a new OpenAI product aimed at helping businesses automate office tasks across different software applications—including Microsoft’s own apps. In an email, Microsoft commercial CEO Judson Althoff provided talking points... Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to...
Amazon CEO Andy Jassy. Courtesy of Amazon.
Exclusive

Amazon’s AI Crackdown Hits More AI Search Startups

By Ann Gehan · Nov 28, 2025 6:00am PST · 2 comments
Black Friday, one of the biggest shopping days of the year, should be a big business event for AI-powered shopping search startup Dupe. People looking for a bargain can use Dupe to search for items across lots of shopping sites—including Amazon—either by typing in phrases to describe what they want or uploading a photo. Dupe says... Black Friday, one of the biggest shopping days of the year, should be a big business event for...