This week: Microsoft is offering buyouts to about 60,000 employees, roughly a quarter of its workforce, including some executives. We discuss what's behind the offer, why buyout stories draw so much interest from readers, and how it fits with a blockbuster quarter that included $10 billion in revenue from OpenAI.

Amazon CEO Andy Jassy predicts that AWS and Amazon's stores business could each reach $1 trillion in annual revenue in the next five to 10 years, even as the cost of Amazon's AI buildout cuts into its profits.

Todd also tests Amazon's new Bee AI wearable, which listens to the first part of the show, summarizes the conversation and offers a critique of its own. John starts to come around on the device, with reservations about its shopping-related features.

Plus, our Halloween costumes, and a GeekWire Trivia Challenge about T-Mobile perks.

Related stories and links

• Microsoft makes new ‘voluntary exit’ offer to about a quarter of its workforce, including some execs
• Bigger than Bing or Xbox: Microsoft’s OpenAI haul reaches $10B in quarterly revenue
• Choosing their own moment: Why these longtime Microsofties are taking the buyout
• Andy Jassy’s prediction: Amazon could have two $1 trillion businesses within a decade
• AWS growth hits 39%, its fastest in nearly five years, as Amazon misses on earnings
• Amazon’s new AI devices can listen to conversations and suggest things to buy — if you opt in
• Amazon’s new Bee AI devices have a bystander problem, says former AWS security engineer
• T-Mobile’s new ‘T-Mix’ plans let customers trade phone deals for Netflix, ESPN and other perks

With Todd Bishop and John Cook. Edited by Curt Milton. Music by Daniel L.K. Caldwell.

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This week: Microsoft’s longtime communications chief, Frank X. Shaw, looks back on nearly three decades of telling the company’s story as he prepares to leave at the end of the year. Joined by veteran Microsoft reporter and GeekWire contributing writer Mary Jo Foley, Shaw talks about working for Bill Gates, Steve Ballmer and Satya Nadella, the mistakes he’d handle differently, and what companies of any size can learn about the evolution of communications and working with reporters.

Related Stories and Links

• Microsoft comms chief Frank Shaw to exit after nearly three decades shaping the company’s message
• Internal memos: Microsoft shakes up communications as Nadella makes a push to build in public
• Microsoft’s ‘lost decade’: Vanity Fair piece accurate but incomplete
• Frank X. Shaw: Things I’m Thinking About
• Mary Jo Foley’s GeekWire stories

With GeekWire co-founder Todd Bishop. Edited by Curt Milton. Music by Daniel L.K. Caldwell.

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We start this week's GeekWire Podcast by opening the listener mailbag, highlighting some recent comments and emails that set a new standard for critical feedback, in different ways.

We discuss Vayo, the AI travel venture Booking Holdings is launching in Seattle, home of its biggest rival, Expedia. Led by recent guest Mike Fridgen, Vayo uses AI agents to manage your trips. It's an example of the broader push to build personalized AI agents, even as more companies wall off their sites from rival agents.

Then we take on LinkedIn’s list of the top Seattle startups, where four of the top 10, including No. 1 Anthropic, aren’t headquartered in the region.

And in the final segment, we talk about Amazon’s new Bee AI wearables, which can turn things you say into shopping suggestions on Amazon.com if you opt in and pay $12 a month. That leads into the GeekWire Trivia Challenge, about an earlier Amazon wristband that listened to you.

Related links:

• Booking Holdings unveils AI travel startup Vayo, based in Seattle, with a planned $100M investment
• LinkedIn just released its list of the top 10 Seattle startups: One problem, nearly half aren’t based in the region
• Amazon’s new AI devices can listen to conversations and suggest things to buy — if you opt in
• Amazon’s Halo disappears: Tech giant discontinues health devices and service, promises refunds

Edited and produced by Curt Milton; Music by Daniel L.K. Caldwell. 

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This week, we take the GeekWire Podcast to Front Burner Studios near Pike Place Market, where our host is studio co-owner Seth Paul, who's also co-founder and CEO of the Seattle security startup Qinsay.

We discuss the White House crackdown on Microsoft’s green-card sponsorships, hours before President Trump honored Satya Nadella. We also talk about record Seattle startup funding and Shield AI’s plans to build AI-piloted fighter jets in Des Moines, Wash., where a city FAQ assures residents it’s not a data center.

Seth tells us about the vintage console he drove from Detroit, and how he brings a musician’s approach to the startup world. Plus, the return of the GeekWire Trivia Challenge.

Related links:

• Microsoft responds to White House immigration crackdown as Trump honors Nadella
• From H-1B to CEO: How Satya Nadella traveled the path the U.S. just cut off for Microsoft workers
• Seattle-area startups raise a record $3.5B as national VC funding cools
• Shield AI selects Seattle area to build X-BAT autonomous fighter jet
• Shield AI lands $150M Navy contract for AI-piloted fighter jet

With GeekWire co-founders John Cook and Todd Bishop.

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This week, GeekWire co-founder John Cook joins University of Washington historian Margaret O'Mara, author of "The Code," and San Francisco journalist Jonathan Weber, author of "City on the Edge," for a live joint taping with the Blue City Blues podcast at the National Nordic Museum in Seattle. With Blue City Blues hosts David Hyde and Sandeep Kaushik, they trace the rise of Microsoft and Amazon, the backlash against big tech, the record of both cities' mayors, and Seattle's place in an AI boom that's largely originating in San Francisco.

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This week: Amazon is blocking Meta's new Muse AI assistant from shopping on Amazon.com, saying the agent doesn't identify itself and violates the site's conditions of use. We explain why the standoff is an early sign of a much bigger fight over whether AI agents can use websites and apps on people's behalf, and why Amazon has so much riding on the answer.

For the definitive word on the issue, we ask Muse what it has to say for itself, and get an impressively sophisticated and evenhanded answer. 

We recorded this week's show live at Daniel's Broiler in downtown Seattle, in front of a room of startup founders and CEOs, at a dinner hosted and sponsored by Northern Trust.

Mike Fridgen, a longtime Seattle entrepreneur and Madrona venture partner now working on a stealth startup, joins us to talk about whether Seattle is still a good place to build a company. The conversation covers the region's talent, its history and the debate over taxes including Seattle's JumpStart payroll tax, which Mayor Katie Wilson's new budget holds flat.

Then we take questions from the room. Ridge AI CEO Ellie Fields asks how business leaders can engage productively in building the region, Latch CEO Stefan Kalb asks why Seattle has less venture capital than the Bay Area and ACME Brains founder Mary Jesse asks how to get past polarization.

We close with a satellite-themed GeekWire Trivia Challenge and an unexpected announcement from Starfish Space co-founder Austin Link.

Related links

• Amazon blocks Meta's Muse AI assistant in new standoff over agentic shopping
• Facing 'seismic shifts' in tech sector, Seattle mayor freezes JumpStart tax rates in new budget
• 'The warning signs are flashing': New regional partnership calls for cohesive Seattle-area tech strategy
• Data visualization all-stars unveil Ridge AI with $2.6M to fix the analytics problem for SaaS apps
• With NASA's backing, Starfish Space is getting ready for the orbital debut of its flagship Otter spacecraft

With GeekWire co-founders John Cook and Todd Bishop. Music by Daniel L.K. Caldwell. 

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On this week's show, recorded live at Atmosphere Seattle on the shores of Lake Union, Zillow Senior Vice President of Engineering Toby Roberts joins us to talk about what AI is doing to the business of buying and selling homes.

The show was recorded in partnership with Real Estate At Work, the networking group hosted by Leka Devatha, a broker with Real Residential and founder of the redevelopment firm Rehabit Homes, in front of a room of brokers, investors and technologists.

Roberts runs Zillow's core technology with a team of about 650 engineers. He says AI agents will work as a copilot for real estate agents rather than replace them — freeing up their time for the more human aspects of the job, helping people navigate the biggest transaction of their lives. We also talk about the line between AI and reality in home listings, and the tech industry's sudden push to slow AI down.

Then it's the GeekWire Trivia Challenge: four extraordinary Zillow listings for unusual buildings converted into homes. Three are real. One is an AI deepfake. Check out the handout here with the four listings, and see if you can tell the difference. 

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

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This week: A study commissioned by the City of Seattle warns that the city is not in decline but is in danger, finding that 10 companies, nine of them in tech, pay three-quarters of the payroll tax on large employers, and that the tax structure uniquely penalizes the hiring of senior, high-compensation workers.

The report says Seattle should be most concerned about AI but most active in cleantech, the one industry the city can actually shape, since it owns the electric utility and controls permitting, building codes and land use.

Meanwhile, the Seattle Times and Newsday sue Microsoft and OpenAI, accusing them of copying hundreds of thousands of articles to train their AI models, putting Microsoft's hometown paper against a company that helps fund some of its journalism.

And Apple's first foldable arrives as the iPhone Duo, reviving the name of the dual-screen phone Microsoft gave up on in 2023, with Surface fans arguing Apple took more than the name.

Which leads us to a new GeekWire Trivia Challenge on the Microsoft products that Apple later turned into categories.

Upcoming Event: GeekWire, in partnership with Real Estate at Work, is recording the GeekWire Podcast live at 4 p.m. Wednesday, Sept. 16, with Toby Roberts, SVP of Engineering at Zillow. Grab a ticket. 

With John Cook and Todd Bishop. Edited by Curt Milton. Music by Daniel L.K. Caldwell. 

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This week: The NBA suspends former Microsoft CEO Steve Ballmer for a year and hits the Clippers with $30 million in fines and five lost draft picks over allegedly sham endorsement deals for Kawhi Leonard, drawing comparisons to the Microsoft antitrust era.

A new Redfin report says San Francisco's housing market is booming on AI wealth while Seattle slumps, with the Bay Area-to-Seattle migration pipeline nearly dried up.

And the Seahawks sale to the Khosla family officially closes, ending the Paul Allen era, with two familiar Seattle tech names surfacing in the new ownership group.

Plus, the return of the GeekWire Trivia Challenge.

Related Stories and Links

Ballmer / Clippers

• NBA suspends Steve Ballmer for 1 year, fines L.A. Clippers $30M over salary-cap scheme
• NBA announces penalties and findings arising from investigation of LA Clippers and Kawhi Leonard — NBA
• Read the NBA's Report on Clippers, Kawhi Leonard, and Aspiration — Front Office Sports
• NBA announces punishments for Clippers after Kawhi inquiry — ESPN
• The Briefcase, Ballmer's Social Network and Aspiration's House of Cards: Kawhi-Gate Part VII — Pablo Torre Finds Out

Redfin / SF vs. Seattle housing

• AI wealth fuels San Francisco's housing boom while tech layoffs weigh down Seattle
• Uber laying off 93 Washington state workers, hitting engineer and management roles at Seattle office
• Qualtrics cut 117 jobs tied to Seattle headquarters, new filing shows

Seahawks sale

• Two familiar Seattle tech figures turn up on Seahawks co-owner list as sale is finalized
• 'I'm the 12th man ... I want to represent that': New Seahawks co-owner with deep Seattle tech roots
• What to know about Vinod Khosla, the Silicon Valley legend whose family is buying the Seahawks
• Apptio co-founders reunite to launch enterprise AI startup Thira with $21M in funding led by Madrona

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This week: Bill Gates published a new essay warning that the AI industry is crossing the safety lines it set for itself, and that nobody is preparing for what's coming. At 70 years old, he also uses AI more than most people half his age, and he finds it enthralling, as you'll hear in highlights from our interview with Gates about the memo. Along the way this week, we dig into his three proposals: new institutions for managing the transition, a category of jobs reserved for humans, and a tax on the use and purchase of AI and robots.

With Todd Bishop and John Cook. Edited by Curt Milton. Music by Daniel L.K. Caldwell.

Related headlines and links

• The turbulent AI era is here. The choices we make now are critical. — Bill Gates, Gates Notes
• 'I am very concerned': Bill Gates says the world needs a plan to deal with AI, and he has three ideas to start
• Bill Gates says there's 'no upper limit' on AI, citing opportunity and risk
• Etzioni on AI: Bill Gates has the right diagnosis but the wrong prescription
• Dwarkesh Podcast: Ryan Greenblatt — What happens once AI can automate AI research?
• New York Times: Bill Gates is warning that A.I. is more dangerous than Big Tech will admit
• Wall Street Journal: Three takeaways from Bill Gates's 5,784-word warning on AI: 'There is no plan'
• MIT Technology Review: Bill Gates says we've passed AI's danger thresholds. Now what?
• Axios: Gates confronts the Epstein questions hanging over his AI push
• Transcript: Here's what Bill Gates told lawmakers in his recent Epstein testimony

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This week: Amazon's Prime Air drones are finally going national, nearly 13 years after Jeff Bezos unveiled the idea on 60 Minutes. GeekWire's John Cook goes inside Anduril's unmarked Bellevue office as the defense company builds toward 1,000 Seattle-area engineers. Plus: a reporter hides an AirTag in a rare book and tracks it to a secret Amazon book-scanning facility in Las Vegas.

With John Cook and Todd Bishop; edited by Curt Milton.

Related stories and links

Mentioned at the top

• Want to know what Jeff Bezos brings to Liverpool FC? Study Amazon's Leadership Principles

Amazon drone delivery

• Amazon drone delivery set to expand nationally, reaching nearly 500 U.S. cities and towns this year
• Amazon's big surprise: Working on autonomous flying delivery drones — GeekWire, December 2013
• Jeff Bezos unveils the Prime Air prototype on 60 Minutes — YouTube
• Amazon Prime Air drone delivery expansion — Amazon
• Andy Jassy's 2025 letter to shareholders — Amazon
• Walmart, Wing expand drone delivery coverage — Supply Chain Dive

The AirTag and the book-scanning facility

• How an AirTag planted by a reporter led to a secret Amazon site where old books are cut apart and scanned
• We tracked a shipment of rare books. It ended at an Amazon AI training facility — 404 Media
• AI companies are buying tons of old books because they're free of AI slop — 404 Media
• Trash Transparency Project — Basel Action Network
• America's e-waste: a GPS tracker tells all — PBS NewsHour
• Anthropic agrees to pay $1.5B to settle lawsuit with book authors — Associated Press

Anduril in the Seattle region

• Inside Anduril's AI warfighting buildup: Defense giant sees a path to 1,000 Seattle-area engineers
• Anduril exits Seattle shipyard following canceled Navy program and omission from new warship list
• Defense tech giant Anduril eyes new funding at $100B valuation as Seattle expansion draws protests — GeekWire, July 2026
• AI weapons under scrutiny as activists plan weekend protest at Anduril's Seattle office — GeekWire, July 2026
• Anduril lands $5B as defense giant builds autonomous warship operation in Seattle — GeekWire, May 2026
• Defense giant Anduril is quietly building autonomous warships on Seattle's historic ship canal — GeekWire, April 2026
• Military tech giant Anduril lands in Bellevue, doubling footprint in Seattle region — GeekWire, July 2025

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