Amazon's big bet, a 'MySpace for bots', and a conversation with AI veteran Oren Etzioni
GeekWire
GeekWire
4.8 • 127 Ratings
🗓️ 7 February 2026
⏱️ 43 minutes
🧾️ Download transcript
Summary
Upcoming GeekWire Podcast Live Event: Join us from 4 p.m. to 6 p.m. Thursday, Feb 12 at Fremont Brewing for a live recording of the GeekWire Podcast with Todd Bishop and John Cook. Free for Fremont Chamber members, $15 otherwise. Register here.
This week on the show: Andy Jassy tells Wall Street that Amazon is planning $200 billion in capital expenses this year, mostly to build out AI infrastructure, and investors give it a thumbs down.
Microsoft's financial results beat expectations but the company loses $357 billion in market value in a single day after investors learn the extent of its dependence on OpenAI.
Meanwhile, OpenAI leases 10 floors of office space in Bellevue, lawmakers in Olympia propose new taxes impacting startup exits and high-income earners, and the bots get their own social network.
In our featured conversation, recorded at a dinner hosted by Accenture in Bellevue, GeekWire co-founder Todd Bishop sits down with computer scientist and entrepreneur Oren Etzioni to talk about AI agents, the startup landscape, the fight against deepfakes, and what good AI leadership looks like.
Etzioni is co-founder of AI agent startup Vercept, founder of the AI2 Incubator, a venture partner at Madrona, and the former founding CEO of the Allen Institute for AI.
Agents of Transformation: Check out the series and join us for the conference, presented by Accenture, March 24 in Seattle.
With GeekWire co-founder Todd Bishop. Edited by Curt Milton. Music by Daniel L.K. Caldwell.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | We have networks like LinkedIn and Twitter where people are complaining, |
| 0:03.1 | oh, a lot of the quote-unquote people posting our bots, |
| 0:07.0 | well on the bot network they're complaining, |
| 0:09.0 | oh, you know, there's too many people. |
| 0:11.0 | And in fact, people suggested a capture, right? |
| 0:13.2 | You know, the thing that you were supposed to prove you're human. |
| 0:15.5 | They said, we're going to have a capture. |
| 0:17.0 | We have to click on something 10,000 times in two seconds to prove that you're a bot. |
| 0:26.9 | It's Geekwire co-founder Todd Bishop, and coming up this week, I'll be talking with |
| 0:31.3 | computer scientist and entrepreneur Orrin Etzioni about the emerging world of AI and agents. But first, it has been a busy couple of |
| 0:40.9 | weeks in Seattle and the broader tech world. The bots got their own social network called |
| 0:46.5 | Motebook, where a million and a half AI agents signed up to post and comment and upvote. no humans allowed. And within days, they'd started a |
| 0:57.1 | religion, invented their own economy, and began plotting how to hide their conversations from the |
| 1:02.8 | people who made them. OpenAI gave a sense for its ambitions by leasing 10 full floors of office |
| 1:09.4 | space in downtown Bellevue, basically splitting |
| 1:12.2 | the difference between Microsoft and Amazon geographically. That seems about right, given Microsoft's |
| 1:17.4 | massive ownership stake and the rumors that Amazon could be in for as much as $50 billion |
| 1:22.5 | in the chat GPT maker's next funding round. Meanwhile, down in Olympia, lawmakers proposed new taxes on |
| 1:30.6 | high earners and startup exits, attempting to chip away at the state's structural deficit and putting |
| 1:36.0 | cracks in the foundation of Seattle's startup economy. That's at least in the view of quite a number |
| 1:42.0 | of tech leaders, it seems. Microsoft's financial results |
| 1:46.3 | were better than expected, and yet the company lost $357 billion in market value. That was in one |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from GeekWire, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of GeekWire and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

