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June 29, 2026

The Download: metric weaknesses and AI elephant warnings

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. The inevitable weakness of metrics There are plenty of useful things a metric can reveal. There are even more that it can obscure or corrupt. Like a lot of people bitten…

AWS revenue continues to soar as cloud demand remains high 

February 5, 2026
AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption.

Amazon and Google are winning the AI capex race — but what’s the prize?

February 5, 2026
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!

The Washington Post is retreating from Silicon Valley when it matters most

February 5, 2026
The Bezos-owned newspaper gutted its San Francisco bureau and coverage of tech — including journalists reporting on Amazon and Blue Origin

A16z VC wants founders to stop stressing over insane ARR numbers 

February 5, 2026
A16z VC Jennifer Li⁠, who oversees some of the firm’s fastest growing AI companies, warns founders not to believe every ARR claim made on X.

AI Is Devouring Website Traffic — But I Hit Record Leads Last Year Anyway. Here’s How.

February 5, 2026
AI is up, and traffic is down. Here’s how I set a new all-time high for leads last year despite AI offering summaries on 21% of all searches.

OpenAI launches new agentic coding model only minutes after Anthropic drops its own

February 5, 2026
The new model is build to accelerate the capabilities of Codex, the agentic coding tool OpenAI launched earlier this week.

Local Markets Resisting Your Global Brand? Here’s What You’re Missing.

February 5, 2026
Global brands often mistake local pushback for execution failure. From the inside, it is usually a sign that trust and credibility have not yet been earned.

Digital Fatigue Is Real — ‘Retailtainment’ Is How Brands Win Customers Back

February 5, 2026
Retailers are shifting from transactions to experiences, as gamification, social connection and community combat digital fatigue and drive growth.

One of Europe’s largest universities knocked offline for days after cyberattack

February 5, 2026
An alleged ransomware attack has taken down the systems of the Sapienza University of Rome.

Elon Musk is getting serious about orbital data centers

February 5, 2026
We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.
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