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Andy Jassy
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OpenAI restructures Microsoft partnership to serve customers across any cloud provider
27 Apr 2026
Andy Jassy's shareholder letter makes the case for Amazon's AI bet and $200B CapEx cycle
9 Apr 2026
Benioff says Salesforce is fine, Verizon's new CEO predicts 20-30% unemployment — two opposite AI takes from similar-sized companies
20 Apr 2026
Amazon Q4 earnings: AWS growth misses, $100B AI CapEx planned, but no coherent AI narrative
7 Feb 2025
Microsoft hits $4T as Azure's non-AI cloud business drives Q2 earnings beat
4 Aug 2025
AWS launches direct Browserbase competitor; founder goes viral calling out partnership meeting as attempted secret theft
16 Jul 2025