Amazon

Amazon is a multinational technology company based in Seattle that focuses on e-commerce, cloud computing, digital streaming and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. Founder Jeff Bezos serves as the company’s executive chair, and Andy Jassy has held the CEO role since 2021.

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Nvidia CEO Jensen Huang. Getty Images
The Briefing

Google’s Meta Talks Put the Ball in Nvidia’s Court

By Martin Peers · Nov 25, 2025 5:00pm PST
We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new year. So here’s one: I predict sometime soon Nvidia will announce it is investing billions of dollars into Meta Platforms, in exchange for Meta committing to continue using Nvidia’s AI chips. This is just a wild guess, to be clear, but it’s based on how... We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new...
Art by Getty Images/Mike Sullivan
AI Agenda

Revenue From AI Coding Tools Surpasses $3.1 Billion

By Stephanie Palazzolo · Nov 25, 2025 7:00am PST · 1 comment
There’s been a lot of talk that AI tools have yet to prove their worth. But if revenue is anything to go by, there's one area where AI tools have undoubtedly provided real returns: software engineering.The collective revenue generated from AI coding tools like Anysphere’s Cursor and Anthropic’s Claude Code has surpassed $3.1 billion. This... There’s been a lot of talk that AI tools have yet to prove their worth. But if revenue is...
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The Briefing

Grindr’s Control Issues

By Cory Weinberg · Nov 24, 2025 5:00pm PST
It’s not too often that a controlling shareholder can’t get their way at a public company. But an attempt by the two biggest investors in Grindr to take the gay dating and hookup app private went south on Monday. The reason? They didn’t come up with the money. It’s the latest chapter in a long-running corporate finance saga surrounding Grindr,... It’s not too often that a controlling shareholder can’t get their way at a public company. But an...
Perplexity CEO Aravind Srinivas and Amazon CEO Andy Jassy. Getty Images
The Briefing

Perplexity Takes On Amazon

By Martin Peers · Nov 4, 2025 5:00pm PST
Cue the violins. Perplexity on Tuesday accused Amazon of bullying it by demanding that the AI startup no longer allow its users to send their AI assistants to Amazon to buy stuff. The startup, which is an expert at public relations theatrics, published a long blog post entitled “Bullying Is Not Innovation,” in which it claimed to be “fighting... Cue the violins. Perplexity on Tuesday accused Amazon of bullying it by demanding that the AI...
Chart by Shane Burke.
Sunday Insights

Google and Microsoft Face Less AI Spending Risk Than Meta, Amazon

By Martin Peers · Nov 2, 2025 8:00am PST · 1 comment
Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in September-quarter earnings. Google and Microsoft generate more cash from their businesses than other big tech companies, including Apple. And they’re devoting a... Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to...
Andy Jassy. Getty Images
The Briefing

Amazon’s Cloud Lifts

By Martin Peers · Oct 30, 2025 5:10pm PDT
The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest... The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud...