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.

Amazon's big bet, a 'MySpace for bots', and a conversation with AI veteran Oren Etzioni