Matt Day
banner
mattmday.bsky.social
Matt Day
@mattmday.bsky.social
3.5K followers 380 following 330 posts
Driving and riding a series of compounding s-curves. Writing about Amazon, Microsoft and tech for Bloomberg News in Seattle. [email protected] mattday.65 on signal.
Posts Media Videos Starter Packs
Reposted by Matt Day
the password to the louvre surveillance server was "louvre"

www.thesocialpost.it/2025/11/02/f...
lol, the fire pit bow ties
Not a banner day for the Microsoft Investor Relations page, as the company's cloud continues to suffer from a service outage. An hourish until they report earnings.
Amazon's cloud is under pressure (it's not just Monday's outage).
From newly serious competitors, from a homegrown bureaucracy, and from an artificial intelligence wave threatening to upend a market that Amazon Web Services invented.

On AWS in the AI era:
www.bloomberg.com/news/feature...
Amazon’s AWS Shows Signs of Weakness as Competitors Charge Ahead
The company that basically invented the cloud business is widely perceived as trailing its rivals in artificial intelligence.
www.bloomberg.com
Reposted by Matt Day
SCOOP: For the last two years, Microsoft has pushed Xbox to hit profit margins of 30%, an ambitious target that's far higher than the industry average.

This chase for profit has led Xbox to raise prices, cut thousands of jobs, and rethink everything.

Story: www.bloomberg.com/news/article...
Microsoft Pushes Xbox Division to Hit Higher Profit Margins
Management’s goal of 30% profit margins for gaming has led to job losses, canceled projects
www.bloomberg.com
Reposted by Matt Day
Microsoft CEO Satya Nadella’s pay package jumped to $96.5 million for fiscal 2025, his highest compensation since he took over the company more than a decade ago, with the board citing the company’s progress in AI. bloom.bg/3WCmf1X

📷: SeongJoon Cho/Bloomberg
Best part of this delicious looking @bethanyjeanclement.bsky.social recipe is carrots in all caps & with the dash makes it look like a dateline.

BJC here, reporting from CARROTS

www.seattletimes.com/pacific-nw-m...
He's got a Chase or two in him.
Used to call an outing like that a shut-out, back in the days when the numbers were stitched and there weren't ads on the helmets and you let a starter who was cooking break 70 pitches.
Neil Young has had a change of heart.
For a year and a half, Microsoft has told investors on quarterly calls that it didn't have enough capacity to meet customer demand. That deficit looks like it's going to be around for the rest of the year, @brodyford.bsky.social scoops: www.bloomberg.com/news/article...
Microsoft Forecasts Show Data Center Crunch Persisting Into 2026
Microsoft Corp.’s data-center crunch will continue for longer than the company has previously outlined, underscoring the software giant’s struggles to keep up with cloud demand.
www.bloomberg.com