Matt Day
@mattmday.bsky.social
Driving and riding a series of compounding s-curves. Writing about Amazon, Microsoft and tech for Bloomberg News in Seattle. mday63@bloomberg.net mattday.65 on signal.
More than half - and probably about 70% - of Microsoft's AI sales came from OpenAI, the company's filings show, highlighting the dependence of the Microsoft's AI franchise on that single, critically important partner: www.bloomberg.com/news/article...
Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures Show
Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company.
bloomberg.com
"He left no suicide note, and his death at first mystified his friends and family. But when Chase’s mother gained access to his TikTok account, she found a clue: The algorithm was feeding him videos about suicide.”
Ken Armstrong@bykenarmstrong.bsky.social · yesterdayIf you read only one story today, please make it this one. Paywall is lifted. So is the registration wall. By Olivia Carville for @bloomberg.com @businessweek.bsky.social
A story of cause and effect: Last November, Ontario banned cities from using speed safety cameras to issue tickets. Reckless speeding immediately surged in Toronto, Ottawa, Guelph, and cities throughout the province. A 🧵 about my latest in Bloomberg (gift link)
What Happens When Speed Cameras Get Shut Off
In 2025, Ontario banned automated traffic enforcement. Now the number of drivers exceeding the speed limit has surged, according to traffic data.
bloomberg.com
Whole Foods is shedding its "Whole Paycheck" reputation by cutting prices and expanding its private label selection in a timely bid to attract inflation-bit shoppers
Under Amazon, Whole Foods Is Shedding ‘Whole Paycheck’ Reputation
The grocery chain has cut prices and expanded its 365 private label selection in a timely bid to attract inflation-bit shoppers.
bloom.bg
Here's a profile of Whole Foods' 365. The house brand has expanded to every corner of the store and is leading the chain's pitch to a broader set of shoppers in the Amazon era. “It’s not Aldi. But it’s not Gucci either.” www.bloomberg.com/news/feature...
Under Amazon, Whole Foods Is Shedding ‘Whole Paycheck’ Reputation
The grocery chain has cut prices and expanded its 365 private label selection in a timely bid to attract inflation-bit shoppers.
bloomberg.com
"it’s the latest example of the country’s largest corporations, including Amazon, Walmart and others, reporting big tax savings in the first year following the passage of Trump’s cuts last summer." www.bloomberg.com/news/article...
Microsoft’s US Taxes Drop, Revenue Jumps After Trump Cuts
Microsoft Corp. is the latest company to report a sharp drop in its current federal taxes despite growing US revenue, following the enactment of President Donald Trump’s sweeping tax law last year.
bloomberg.com
New from 404 Media: Google Earth has introduced an AI feature that lets anyone fabricate completely bullshit satellite images. In our own tests, we added a “bomb blast and crater” to an area of Los Angeles. This is a misinformation time bomb, will 100% be abused www.404media.co/google-earth...
Amazon's makin money: www.bloomberg.com/news/article... And getting some tariffs back from Uncle Sam: www.bloomberg.com/news/article...
Amazon Got a $600 Million Tariff Refund, Some Going to Shoppers
Amazon.com Inc. says it received about $600 million in tariff refunds during the second quarter and pledged to automatically issue reimbursements to consumers under a “limited set of circumstances.”
bloomberg.com
Microsoft, Google cloud and Amazon collectively report $1.693 *trillion* in backlog. Lotta money from the AI labs in the "revenue that should materialize someday" column.
George Pearkes@peark.es · 6d agolol jayzus *AMAZON WEB SERVICES HAS $496 BILLION ORDER BACKLOG: JASSY
Trump has denied Democrat-led states from $250 million in disaster aid that would have been approved by every previous president, including Trump in his first term. He rejected most requests even after FEMA confirmed damage met financial thresholds for receiving aid. www.politico.com/news/2026/03...
It's 3 times harder for blue states to get disaster funding under Trump
The president has approved just 23 percent of blue state requests for disaster aid, compared to 89 percent for red states.
politico.com
Microsoft has added 88 data centers to its fleet this year, and about two gigawatts of capacity. (via earnings call, going on now-->) www.bloomberg.com/news/article...
Microsoft’s Cloud Accelerates to Fastest Growth Since 2022
Microsoft Corp.’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesse...
bloomberg.com
"Salespeople at tech companies told Bloomberg that they routinely pitch call center AI tools as a way of lowering labor costs, undercutting a common industry claim that AI is primarily a way to help workers become more productive rather than kill their jobs." www.bloomberg.com/news/article...
AI Is Replacing Customer Service Jobs at CBA, Microsoft, Uber
AI’s decimation of call center jobs has begun.
bloomberg.com
"The product — still under development — is meant to serve as a humanlike AI companion that lives in the home" www.bloomberg.com/news/article...
OpenAI’s First Device Will Be Moveable, Screenless Speaker Built as AI Companion
OpenAI’s much-anticipated push into consumer devices is slated to begin with a mobile, screen-free smart speaker designed to be a new type of home computer for the AI era, according to people familiar...
bloomberg.com
Apple in suit: "OpenAI’s nascent hardware business now rests on the shakiest of foundations, rotten to its core by its illegal reliance on misappropriated trade secrets." via @markgurman.bsky.social
Dave Lee@davelee.me · 4w ago*APPLE SUES OPENAI FOR TRADE SECRET THEFT IN BLOCKBUSTER CASE *APPLE SAYS ITS EMPLOYEES WERE ENCOURAGED TO SHARE INFORMATION
Big Tech is funding its data center binge with debt. www.bloomberg.com/news/article... “The nature of these businesses is changing very dramatically, and it’s changing abruptly."
Big Tech Doubles Debt Load to $350 Billion in AI Spending Spree
The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed t...
bloomberg.com
The reality of aiming for zero carbon emissions while chasing an AI boom, continued: www.bloomberg.com/news/article...
Microsoft’s Emissions Surged 25% in 2025 During Data Center Boom
Microsoft Corp. said its carbon emissions climbed 25% in 2025, making it the latest technology company to report a setback in its efforts to erase emissions amid heavy spending on artificial intellige...
bloomberg.com
Microsoft's homegrown AI models: now quietly powering some Copilot tasks in Outlook and Excel. www.bloomberg.com/news/article...
Microsoft Replaces OpenAI, Anthropic With Own AI in Some Apps
Microsoft Corp., looking to reduce AI costs, is starting to replace OpenAI and Anthropic with its own models in software products like Excel and Outlook.
bloomberg.com
I want to re-emphasize one part of this Xbox story: Half of the 3,200 cuts are happening today and half are happening in the next 12 months. In other words, even people who survived today's layoffs will have to spend the coming year wondering if they're going to be next.
Layoffs at Microsoft today, falling heavily on Xbox, which is cutting ties with five game studios as part of a “reset” of the business: www.bloomberg.com/news/article...
Microsoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overhaul
Compulsion and Double Fine studios will become independent; Undead Labs and Ninja Theory will be sold. Xbox will also look to sell or spin out Arkane Studios.
bloomberg.com
"Amazon emitted about 81 million metric tons of carbon dioxide equivalent last year, a 16% increase from 2024. Amazon’s emissions last year were up by 58% since 2019, when the company pledged to eliminate them by 2040." www.bloomberg.com/news/article...
Amazon’s Carbon Emissions Rose 16% in 2025 Amid Data Center Boom
Amazon.com Inc.’s carbon emissions rose for the second year in a row in 2025, driven by data center construction and fuel consumed by its delivery operation.
bloomberg.com
“Microsoft is getting hit on two sides with worries about both AI spending and AI disruption" www.bloomberg.com/news/article...
Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000
Microsoft Corp. shares are heading for their worst month in years as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.
bloomberg.com
In the Rocky Mountains, spring-fed streams and ponds have vanished, leaving patches of cracked mud. This year has been so extremely warm and arid that the mountains have remained largely snowless. The source of the Colorado River is drying up. @rgauth999.bsky.social www.latimes.com/environment/...
'This is terrifying': The Colorado River, a lifeline for seven states, is drying up at its source
The source of the Colorado River in the Rocky Mountains is drying up, threatening a critical water lifeline for about 35 million people and 5 million acres of farmland across the Southwest.
latimes.com
A beautifully written obituary -- and there are few tougher assignments than writing an obituary like this. @rogoway.bsky.social @jonathanmbach.bsky.social
Zane Sparling, reporter for The Oregonian/OregonLive, dies of cancer at 33
“He wanted his identity to be a reporter, and that’s what it was,” his father said.
oregonlive.com
Three Amazon workers who spoke in favor of data center regulation before Seattle legislative committees say HR called to talk about the testimony: www.bloomberg.com/news/article... "The Discriminatees were made to feel intimidated and uncertain in their future employment."
Amazon Workers Say Data Center Testimony Prompted Interrogation
Three Amazon.com Inc. workers say the company violated a Seattle ordinance by interrogating them after they testified in favor of regulation of data centers in the city.
bloomberg.com
Amazon's talking to potential customers who might want to deploy racks of Trainium chips in their own data centers, rather than rent them from AWS: www.bloomberg.com/news/article...
Amazon in Talks to Sell Custom AI Chips in Bid to Cut Nvidia’s Dominance
Amazon.com Inc. is in talks to sell its custom-made artificial intelligence chips for use in other companies’ data centers, a key expansion of its efforts to cut into Nvidia Corp.’s dominance.
bloomberg.com
"Amazon is facing a possible lawsuit from the US Federal Trade Commission that may lead to billions of dollars in civil penalties, over claims the e-commerce giant misled advertisers" www.bloomberg.com/news/article...
Amazon Faces Billions in Penalties From Potential FTC Ad Suit
Amazon.com Inc. is facing a possible lawsuit from the US Federal Trade Commission that may lead to billions of dollars in civil penalties, over claims the e-commerce giant misled advertisers, accordin...
bloomberg.com
Seattle using AI to help triage 911 medical calls, no public review www.seattletimes.com/seattle-news...
Seattle uses AI to help triage, divert 911 medical calls
The Seattle Fire Department started using AI technology during live 911 calls in 2023. There hasn't been any public review process.
seattletimes.com
