
Elon takes the stand, Big Tech drops big numbers, and a small VC gets in on a billion-dollar deal
About this episode
This week on the show: Todd reports from inside the Oakland federal courthouse where Elon Musk is suing OpenAI, Sam Altman, and Microsoft, with jury selection revealing just how hard it is to find anyone neutral about Musk these days.
Meanwhile, Microsoft and OpenAI restructured their partnership the same morning the trial began — and less than 24 hours later, OpenAI's models landed on Amazon's cloud.
Then, Microsoft and Amazon both dropped blockbuster earnings, with Azure up 40%, AWS posting its fastest growth in 15 quarters, and the two companies combining for nearly $400 billion in capital spending this year alone.
We also discuss a wild Semafor story about a serial entrepreneur who handed his entire life over to an AI agent that now emails people as him, sets up meetings without his knowledge, and even ordered him a computer.
Plus, John tells the story of how Seattle's Flying Fish Partners — a VC firm with less than $250 million under management — hustled its way into a $1.1 billion seed round alongside Sequoia, Google, and Nvidia.
And we tackle the quickly debunked rumor that Mark Zuckerberg and Tim Cook might buy the Seahawks. And finally, the return of the GeekWire Trivia Challenge.
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