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Matt Day

@mattmday.bsky.social
4K followers 625 following 538 posts

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.

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Matt Day @mattmday.bsky.social · 7h
Amazon's cloud chief mounts a defense of the AI buildout, comparing it to the development of US interstate highways. If data center moratoriums are enacted, “the US could be writing its own losing ticket to this race, and the consequences would last generations." www.bloomberg.com/news/article...
bloomberg.com
Amazon’s Latest Response to AI Data Center Backlash: $1 Billion
Amazon.com Inc.’s latest attempt to address the intensifying blowback to an unprecedented buildout of computing infrastructure: a commitment to spend more than $1 billion over the next five years on i...
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Bloomberg News @bloomberg.com · 01/10/2026
Amazon introduced its latest Kindle e-readers with sleeker, more colorful designs and new accessories like a page-turner remote.
bloom.bg
Amazon’s New Kindles Are Thinner, Lighter and More Colorful
Sales of the company’s e-readers are rising as the product line approaches its 20th anniversary next year.
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Matt Day @mattmday.bsky.social · 25/09/2026
A revamped Copilot smooshes together Microsoft's workplace and personal AI apps, wrapping in agents, coding tools and Office, deepening the company's pitch to workers. Microsoft has moved on from a prior vision of Copilot as an AI companion for the masses. www.bloomberg.com/news/article...
bloomberg.com
Microsoft Abandons Personal AI Chatbot Race With Copilot Reboot
Microsoft Corp. is merging the consumer and workplace versions of its Copilot AI assistant into one product aimed at corporate customers, ceding the crowded market for personal chatbots to OpenAI, Alp...
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Quinn Slobodian @quinnslobodian.com · 17/09/2026
“More than a third of the $2.8bn raised for the current 2025-26 election cycle comes from the 20 biggest mega-donors” giftarticle.ft.com/giftarticle/...
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Matt Day @mattmday.bsky.social · 23/09/2026
Rough week in a rough year at Xbox, with layoffs landing two of the most iconic Microsoft games: Halo and Age of Empires. www.bloomberg.com/news/article...
bloomberg.com
Xbox Cuts Jobs, Moves Game Studios Under Activision
Microsoft Corp.’s Xbox video-game unit is laying off 268 employees and consolidating several studios under Call of Duty maker Activision.
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Matt Day @mattmday.bsky.social · 21/09/2026
Amazon to Meta's Muse AI agent: quit shopping our site. www.bloomberg.com/news/article...
bloomberg.com
Amazon Blocks Meta’s Muse AI Agent From Its Retail Site
Amazon.com Inc. has blocked Meta Platforms Inc.’s new artificial intelligence agent from its retail site after the social media company declined a request to remove the bot.
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Coco Liu @cocojournalist.bsky.social · 21/09/2026
NEW: With the world now set to barrel past a key global warming goal, the United Nations’ top climate official took aim at AI goliaths for their growing share of emissions. By @lilipike.bsky.social and myself for @bloomberg.com www.bloomberg.com/news/article...
bloomberg.com
‘Energy-Guzzling’ AI Must Rein in Its Emissions, Says UN Climate Chief
Leaders of AI firms are “on thin ice” with the public as energy costs rise, said Simon Stiell.
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Matt Day @mattmday.bsky.social · 18/09/2026
"The European Commission has quizzed third-party sellers on whether they have been hampered by so-called price-parity restrictions, which allegedly penalize them for offering products and services at lower prices on competing marketplaces." www.bloomberg.com/news/article...
bloomberg.com
Amazon in EU Crosshairs Over Suspected Price Curbs on Sellers
Amazon.com Inc. is under scrutiny from the European Union for potentially imposing unfair restrictions on firms selling on its platform.
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Matt Day @mattmday.bsky.social · 17/09/2026
"Many of the workers who helped power San Francisco’s last boom are struggling to find their place in this one." www.bloomberg.com/news/feature...
bloomberg.com
Jobless Tech Workers Are Being Left Out of San Francisco’s AI Boom
The enormous wealth generated by Anthropic and OpenAI is overshadowing layoffs and an uncertain job market in the city.
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Matt Day @mattmday.bsky.social · 17/09/2026
'Microsoft’s Director of Applied Science Dr. Brent Hecht said copying of millions of news articles without publishers’ permission could be the “largest theft of labor in human history.”' news.bloomberglaw.com/ip-law/opena...
news.bloomberglaw.com
OpenAI, Microsoft Leaders Admitted AI Is Threat to News Industry
OpenAI Inc. and Microsoft Corp. executives admitted that their AI tools were substitutes for articles published by the New York Times and other outlets and acknowledged the threat their technology pos...
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Matt Day @mattmday.bsky.social · 16/09/2026
If Claude can seem human, it's because it was trained that way, Microsoft AI czar Mustafa Suleyman says in an essay arguing that Anthropic's approach is dangerous: www.bloomberg.com/news/article...
bloomberg.com
Microsoft AI Chief Warns Anthropic’s Humanlike Claude Is Risky
Microsoft Corp. artificial intelligence chief Mustafa Suleyman is warning that infusing tools like Anthropic’s Claude with humanlike characteristics increases the risks of such systems going rogue.
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Matt Day @mattmday.bsky.social · 15/09/2026
Six months after its first data centers were struck in the Gulf during the early days of the US-Iran war, Amazon Web Services says it has been unable to access data stored exclusively in the worst-hit facilities: www.bloomberg.com/news/article...
bloomberg.com
Amazon Fails to Recover Some Data in Facilities Hit in Iran War
Amazon.com Inc. has been unable to restore access to some of the data stored at Persian Gulf facilities damaged during the US-Iran war.
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Matt Day @mattmday.bsky.social · 15/09/2026
Looks like Digit's been in the weight room since the last time we met
A slightly squat-looking teal and gray humanoid robot with a rectangular portal for eyes and what look like prongs for hands.
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Matt Day @mattmday.bsky.social · 14/09/2026
'It is a little strange that an industry is overwhelmingly saying “regulate us, otherwise in our pursuit of mammoth profits we will kill everyone,” and the US government is like “nah we’d rather you have the profits.” But we live in strange political times.' www.bloomberg.com/opinion/news...
bloomberg.com
AI Labs Want Someone to Stop Them
AI and antitrust, lockups and indexes, annuities, Montessori and sudden wealth syndrome.
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Matt Day @mattmday.bsky.social · 14/09/2026
always with the humans in the loop: www.bloomberg.com/news/article...
bloomberg.com
Amazon Workers Are Listening to What You Tell Alexa
A global team reviews audio clips in an effort to help the voice-activated assistant respond to commands.
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Joseph Cox @josephcox.bsky.social · 14/09/2026
New from 404 Media: humans are reading ChatGPT conversations. OpenAI has hired an army of contractors who read real ChatGPT users' chats. I've seen internal docs, the review system, and real user prompts. Sometimes they contain very personal and sensitive information www.404media.co/inside-proje...
404media.co
Inside ‘Project Lily’: The Humans Reading Your ChatGPT Chats
Humans are reading ChatGPT users’ prompts to improve OpenAI’s models, and those chats can include sensitive, personal information, according to leaked internal documents and real prompts seen by 404 M...
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Matt Day @mattmday.bsky.social · 14/09/2026
“There’s no flat stop here. We have to keep developing. We just have to do it with a little bit more caution and care.” www.bloomberg.com/news/article...
bloomberg.com
Microsoft Joins AI Firms Calling for Caution With Cutting-Edge Models
Microsoft Corp.’s artificial intelligence researchers have released a new set of guiding tenets that place limits on the company’s development of cutting-edge AI models.
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Matt Day @mattmday.bsky.social · 11/09/2026
"the families awoke to armed federal immigration agents — accompanied by U.S. Forest Service rangers — yelling and shaking their tents just before midnight, then arresting five men who emerged." www.seattletimes.com/seattle-news...
seattletimes.com
ICE nighttime raid targets WA family while camping
A Washington family were warned by Forest Service about campground trash and had their IDs checked. Hours later, federal agents detained 5 men in their party.
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kate conger @kateconger.com · 11/09/2026
Over six months, we tracked the appearance of child sexual abuse material on X. We found images from the National Center for Missing and Exploited Children's database, which is considered one of the most highly vetted and which many tech companies block on upload. www.nytimes.com/2026/09/11/t...
nytimes.com
Elon Musk Has Pledged to Rid His Platform, X, of Child Sexual Abuse, but It Persists
Reviews by the Canadian Center for Child Protection and The New York Times found that explicit images of children remain on the social media site owned by Elon Musk.
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Matt Day @mattmday.bsky.social · 10/09/2026
New: Microsoft aims to triple its data center capacity by 2032, to 38 gigawatts. That's a lot of servers. www.bloomberg.com/news/feature...
bloomberg.com
Microsoft Plans Data Center Push to Triple Its Computing Power
Shortages forced the company to turn away some AI and cloud business. Now it’s planning for 38 gigawatts of data center capacity to meet demand.
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Matt Day @mattmday.bsky.social · 09/09/2026
The Amazon Air plane that overshot the runway in Miami was one of at least 208 flights ferrying the retailer's goods around last Sunday, operated by eight airline partners: www.bloomberg.com/news/article...
bloomberg.com
Amazon Seen as Shielded from Liability for Miami Cargo Plane Crash
When the cargo plane came to rest 1,300 feet past the end of the runway at Miami International Airport, its nose sat flush with the ground, the tail — and the billboard-sized Amazon.com Inc. smile pai...
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The Seattle Times @seattletimes.com · 05/09/2026
The Seattle Times Company is suing OpenAI and Microsoft, claiming the tech companies violated copyright law while training AI models.
seattletimes.com
Seattle Times sues OpenAI, Microsoft over copyright infringement
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Matt Day @mattmday.bsky.social · 03/09/2026
Jeff Bezos's Blue Origin is sketching out its satellite internet project with the help of employees hired away from the Amazon Leo satellite unit: www.bloomberg.com/news/article...
bloomberg.com
Bezos’ Blue Origin Has Poached Dozens of Amazon Satellite Engineers
Jeff Bezos’ Blue Origin is developing its planned satellite network with the help of employees poached from another Bezos project: Amazon.com Inc.
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Matt Day @mattmday.bsky.social · 02/09/2026
Microsoft, finally, is gonna report how its cloud infrastructure - maybe its most important business, for maybe a decade - is selling. With real dollar figures. On an ongoing basis. www.bloomberg.com/news/article...
bloomberg.com
Microsoft to Disclose Azure Sales After Years of Investor Gripes
Microsoft Corp. will begin disclosing quarterly sales for its Azure cloud unit, reversing course after years of criticism from Wall Street regarding a lack of information about the company’s most impo...
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Matt Day @mattmday.bsky.social · 01/09/2026
“The allegations raise uncomfortable questions about how transparent Amazon is with advertisers, and whether they were paying more than they realized.” www.bloomberg.com/news/article...
bloomberg.com
Amazon Faces FTC Suit Claiming It Misled Advertisers on Pricing
The US Federal Trade Commission and a group of US states sued Amazon.com Inc. over claims the e-commerce giant systematically overcharged advertisers by more than $20 billion since 2019.
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Edward Harrison @edwardnh.bsky.social · 01/09/2026
El Niño is now stronger than at any point in the last 1,000 years, study finds arstechnica.com/science/2026...
arstechnica.com
El Niño is now stronger than at any point in the last 1,000 years, study finds
“One more warning sign here of what we're facing in a warmer world.”...
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Matt Day @mattmday.bsky.social · 26/08/2026
"It was already large, but now it's accelerating."
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Matt Day @mattmday.bsky.social · 26/08/2026
Amazon, March: We're getting a million Nvidia GPUs! Amazon, August: We're getting 2 million more GPUs! www.bloomberg.com/news/article...
bloomberg.com
Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out
Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware lea...
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Matt Day @mattmday.bsky.social · 26/08/2026
sometimes, a data center is mostly GPUs
Pie chart 
Nscale Plans $71 Billion Data Center in West Virginia
Anthropic wil lrent first third of 1.35 gigawatt data center campus 
$6.5B: On-site power plant
$17.7B: Data center building and equipment 
$47B GPUs
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Matt Day @mattmday.bsky.social · 26/08/2026
Gates says tax AI tokens: "If you’re an employer and you hire someone, you pay payroll taxes on their earnings. But if you buy a robot, you can usually write it off right away as a business expense. The tax system nudges you toward replacing people with machines." www.gatesnotes.com/home/home-pa...
gatesnotes.com
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Carl Quintanilla @carlquintanilla.bsky.social · 25/08/2026
NYT: “.. The move could prevent residents from raising concerns about — or even learning about — data centers before permits are approved and construction starts.” @nytimes.com www.nytimes.com/2026/08/25/c...
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Matt Day @mattmday.bsky.social · 20/08/2026
Some folks who went to work for Starbucks at its Seattle headquarters are being let go after they didn't accept the company's "You work in Nashville, now" offer. www.seattletimes.com/business/sta...
seattletimes.com
Starbucks lays off 224, including workers refusing to move to Nashville
The Seattle-based coffee giant is laying off 224 workers, including more than 100 who had been asked to move to its new Nashville office.
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Matt Day @mattmday.bsky.social · 20/08/2026
"Clients from traditional industries such as manufacturing or transportation are often featured in Microsoft promotional material. But for now, most of its largest AI customers are other tech companies, according to people familiar with the matter." www.bloomberg.com/news/article...
bloomberg.com
Meta Has Quietly Become One of Microsoft’s Largest AI Customers
Meta Platforms Inc. has become one of Microsoft Corp.’s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry.
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Matt Day @mattmday.bsky.social · 20/08/2026
"Oh my god, oh my god, oh my" splash "Oh f*%$" www.youtube.com/shorts/cjMC6...
youtube.com
Amazon drone delivery drops woman's package into swimming pool
YouTube video by ABC7 News Bay Area
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Matt Day @mattmday.bsky.social · 19/08/2026
"potatoes boil" www.theguardian.com/world/2026/a...
theguardian.com
Potatoes ‘boil’ in the ground as record heatwave sweeps across swathes of Asia
South Korean farmers are suffering in record heat, as Hong Kong reports its highest ever temperature and Japan swelters through newly designated ‘cruelly hot’ days
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Matt Day @mattmday.bsky.social · 19/08/2026
bzzzzzz: www.bloomberg.com/news/article...
bloomberg.com
Amazon to Expand Drone Deliveries to Suburban Chicago, Atlanta
Amazon.com Inc. plans to expand its drone delivery operation to cities in at least five more US states in the coming months, the latest step toward turning the decade-old research-and-development proj...
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Matt Day @mattmday.bsky.social · 18/08/2026
Two gas plants being built for Amazon and Microsoft could power NYC. Their CO2 emissions? Almost ~half of Washington state's total “The companies who set the bar for corporate climate action are now bringing net new fossil infrastructure online at a breakneck pace” www.bloomberg.com/news/article...
bloomberg.com
Data Center Gas Plants to Boost US Power Emissions by 20%
Data center developers are turning to bespoke natural-gas power plants, a development that promises to dramatically increase carbon emissions and make it harder for US technology companies to meet the...
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Emanuel Maiberg @emanuelmaiberg.bsky.social · 17/08/2026
We put a tracking device in a shipment of rare books acquired by an anonymous buyer. It ended up at an Amazon facility where the company scans books for training data and destroys them in the process: www.404media.co/we-tracked-a...
404media.co
We Tracked a Shipment of Rare Books. It Ended at an Amazon AI Training Facility
We placed a tracking device in a shipment of rare books to see which AI company was buying it, and found an Amazon facility where Amazon scans and destroys books.
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Harry McCracken @harrymccracken.com · 13/08/2026
I don’t buy floppy drives often these days. But when I do, I insist on GODBPNYMU ones.
GODBPNYMU USB external floppy disk drive in black with blue disk inserted, USB-A to USB-C cable, and black pouch
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Coco Liu @cocojournalist.bsky.social · 13/08/2026
NEW: Microsoft dramatically scaled back investments in carbon removals this year through mid-July, as the company ratchets up spending on artificial intelligence. That puts Microsoft on track for its first retreat since 2023. Via @bloomberg.com 🎁 link below 👇 www.bloomberg.com/news/article...
bloomberg.com
Microsoft Cuts Purchases of Carbon Removals by 80% Amid AI Push
Microsoft Corp. dramatically cut back investments in carbon removals in the first half of the year, as it ratchets up spending on artificial intelligence.
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Matt Day @mattmday.bsky.social · 11/08/2026
“New York is trying to draw a line in the sand and say Amazon is the employer. Amazon will do everything in its power to fight this thing politically." www.bloomberg.com/news/feature...
bloomberg.com
Amazon Is in the Crosshairs of Mamdani’s Worker Agenda
A New York City bill calls for the company to hire thousands of contract couriers. Amazon says the proposal will make delivery pricier and slower.
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Leah 'AntiTrustButVerify' Nylen @leahnylen.bsky.social · 07/08/2026
www.bloomberg.com/news/feature...
bloomberg.com
Sports Fans Stare Down $2,000 Streaming Bill to Follow Favorites
Watching every game a team plays requires multiple subscriptions and a messy schedule for fans outside the home market.
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Matt Day @mattmday.bsky.social · 06/08/2026
Amazon Echo Dot
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Matt Day @mattmday.bsky.social · 05/08/2026
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...
bloomberg.com
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.
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Joseph O'Sullivan @olympiajoe.bsky.social · 04/08/2026
"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.”
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David Zipper @davidzipper.bsky.social · 04/08/2026
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)
bloomberg.com
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.
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Bloomberg News @bloomberg.com · 04/08/2026
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
bloom.bg
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.
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Matt Day @mattmday.bsky.social · 03/08/2026
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...
bloomberg.com
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.
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Matt Day @mattmday.bsky.social · 31/07/2026
"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...
bloomberg.com
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.
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Joseph Cox @josephcox.bsky.social · 31/07/2026
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...
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