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VOICE ARCHIVE

Jason Del Rey

@delrey
155 posts
2026-02-27
Man, I covered Square and Jack for a long time... Quick thoughts: Jack would be one of my first guesses as a ceo who would do this Same goes for severance packages of that size Like many tho, skeptical of how much is truly ai-related vs bloat emanating from creation of Block
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

Man, I covered Square and Jack for a long time... Quick thoughts: Jack would be one of my first guesses as a ceo who would do this Same goes for severance packages of that size Like many tho, skeptical of how much is truly ai-related vs bloat emanating from creation of Block
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

2025-10-15
New from me @FortuneMagazine: Amazon is preparing a new wave of corporate layoffs The company may cut as much as 15% of its HR (called PXT) staff, with additional layoffs likely in other divisions, according to multiple sources familiar. https://fortune.com/...
2025-10-15 View on X
Fortune

Sources: Amazon plans to cut as much as 15% of its 10,000+ HR employees, and additional layoffs will likely affect other areas of its core consumer business

Amazon is preparing to cut as much as 15% of its human resources staff, with additional layoffs likely in other divisions …

2025-06-18
I spent the last few weeks trying to understand the quiet, remarkable success of @Whatnot — a $5 billion livestreaming shopping app that will sell $6 billion in goods this year...from sports cards to luxury bags. The app's eclectic group of sellers have a lot to do with it [image]
2025-06-18 View on X
Fortune

A profile of LA-based Whatnot, a livestream marketplace valued at ~$5B, which has raised $700M+ since 2019 and expects its GMV to grow ~100% YoY to $6B+ in 2025

a $5 billion livestreaming shopping app that will sell $6 billion in goods this year...from sports cards to luxury bags. The app's eclectic group of sellers have a lot to do with i...

2025-04-29
This would be a very surprising move by Amazon based on how careful the company has been around tariff talking points and anything that might draw the ire of the Trump administration
2025-04-29 View on X
Punchbowl News

Source: Amazon plans to soon show how much President Trump's tariffs are adding to the price of each product, right next to its total listed price

Karoline Leavitt Calls It ‘Hostile’ Move Fox Business : White House calls Amazon tariff pricing display ‘hostile and political act’ Megan Ziegler / FOX 9 Minneapolis-St. Paul : Ama...

This would be a very surprising move by Amazon based on how careful the company has been around tariff talking points and anything that might draw the ire of the Trump administration
2025-04-29 View on X
CNBC

White House Press Secretary Karoline Leavitt says Amazon reportedly adding tariff pricing to each product on its site “is a hostile and political act by Amazon”

WATCH NOW  —  The White House on Tuesday slammed Amazon for reportedly planning to display the cost …

2025-01-24
OpenAI's new “Operator” AI agent launches with several of the partners that we've reported Amazon wants the new AI-powered version of Alexa to integrate with ...whenever it launches ( https://fortune.com/...) Among them: OpenTable, Instacart, and Uber https://openai.com/...
2025-01-24 View on X
The Verge

OpenAI releases a “research preview” of its Operator AI agent that can automate web-based tasks, launching to US subscribers of its $200/month ChatGPT Pro tier

A research preview of an agent that can use its own browser to perform tasks for you. OpenAI on YouTube : Introduction to Operator & Agents David Gewirtz / ZDNET : Operator isn't w...

OpenAI's new “Operator” AI agent launches with several of the partners that we've reported Amazon wants the new AI-powered version of Alexa to integrate with ...whenever it launches ( https://fortune.com/...) Among them: OpenTable, Instacart, and Uber https://openai.com/...
2025-01-24 View on X
TechCrunch

OpenAI partners with DoorDash, eBay, Instacart, Priceline, StubHub, Uber, and other companies to ensure that Operator respects their terms of service agreements

OpenAI CEO Sam Altman kicked off this year by saying in a blog post that 2025 would be big for AI agents, tools that can automate tasks and take actions on your behalf.

2024-12-22
For my latest @FortuneMagazine I profiled the most powerful exec at Amazon not named Andy: AWS CEO Matt Garman. Among the challenges he faces is reinvigorating a bureaucratic culture, improving AWS' AI standing & the Trump question. I hope you'll take a read in following tweet [image]
2024-12-22 View on X
Fortune

A profile of AWS CEO Matt Garman, including his first few months on the job, what his stewardship means for the business, and his opportunities and challenges

It's true.  I *can't* understand why he wouldn't take a selfie with me!  —  fortune.com/2024/12/19/a... Mastodon: Greg Linden / @glinden@sigmoid.social : @Techmeme It seems weird t...

2024-12-21
For my latest @FortuneMagazine I profiled the most powerful exec at Amazon not named Andy: AWS CEO Matt Garman. Among the challenges he faces is reinvigorating a bureaucratic culture, improving AWS' AI standing & the Trump question. I hope you'll take a read in following tweet [image]
2024-12-21 View on X
Fortune

A profile of AWS CEO Matt Garman, including his first few months on the job, what his stewardship means for the business, and his opportunities and challenges

Matt Garman joined Amazon Web Services as an intern nearly two decades ago.  But his appearance earlier this month … Bluesky: @quinnypig.com . X: @delrey . LinkedIn: Jason Del Rey ...

2024-08-06
Does Mozilla/Firefox survive the ruling in DOJ vs Google case if upheld? Google's payment for default search placement on Firefox is one of Mozilla's key revenue sources
2024-08-06 View on X
Bloomberg

US v. Google: a federal judge rules that Google illegally monopolized the search market, including through deals to be the default option on phones and browsers

Google's payments to make its search engine the default on smartphone web browsers violates US antitrust law, a federal judge ruled Monday …

2024-05-17
Phenomenal reporting and storytelling from my colleague @jessicakmathews. I don't say this often but I consider this a must-read
2024-05-17 View on X
Fortune

How GM is scrambling to save Cruise, which has become a liability after one of its automated vehicles hit and dragged a pedestrian 20 feet in October 2023

2024-04-12
In his CNBC interview, @ajassy alleges that Western regulators basically put @iRobot on the brink of bankruptcy by blocking @amazon acquisition, and then makes leap to argue they are trusting two Chinese iRobot rivals with mapping data on US customer homes moreso than Amazon:...
2024-04-12 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

how does Amazon remain resilient? While simple in its wording, it's profound because it gets to the heart of our success to date as well as for the future” His response: [image] Ri...

Texts from 4 different Amazon employees this morning with essentially the same question about Andy Jassy's letter to shareholders: Does this line imply more significant layoffs? “As we look toward 2024 (and beyond), we're not done lowering our cost to serve.”
2024-04-12 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

how does Amazon remain resilient? While simple in its wording, it's profound because it gets to the heart of our success to date as well as for the future” His response: [image] Ri...

From @ajassy's new CEO letter: “...cost to serve was down by more than $0.45 per unit YoY. Decreasing cost to serve allows us both to invest in speed improvements and afford adding more selection at lower Average Selling Prices...More selection at lower prices puts us in...
2024-04-12 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

how does Amazon remain resilient? While simple in its wording, it's profound because it gets to the heart of our success to date as well as for the future” His response: [image] Ri...

2024-03-08
Amazon will no longer underwrite small-business loans to US and UK-based sellers, but will still offer some other financing options through third-party firms. Amazon first began offering loans to its sellers way back in 2011. New at @FortuneMagazine https://fortune.com/...
2024-03-08 View on X
Fortune

Amazon Lending, launched in 2011, discontinues underwriting new loans for sellers in the US and the UK, but third-party financing options will still be offered

fees piling up, profits slimming down, and now, one less financial lifeline for sellers. How does this move feel to you as a... [image] Jack Cahill / @jackcah39272126 : Amazon lend...

2024-02-02
Amazon set a couple of records in Q4 & its stock is now soaring: *Highest quarterly operating profit ever ($13.2 billion) *First time share of overall goods sold coming from third-party sellers crossed 60% (61% in Q4) One reason FTC suit focused on their treatment important
2024-02-02 View on X
Amazon

Amazon Q4: revenue up 14% YoY to $170B, net income of $10.6B vs. $0.3B YoY, operating income of $13.2B, and subscription revenue up 14% to $10.5B; AMZN up 5%+

Revenue up 14% to $170.0 billion  —  Net income up 3433% to $10.6 billion  —  AWS up 13%  —  Subscriptions up 14%  —  Advertising services up 27%  —  North American sales up 13%  —...

2023-05-05
Shopify stock up 25 percent on news it's laying off 20 percent of staff and selling off its ill-fated attempt at building its own logistics network https://twitter.com/... https://twitter.com/...
2023-05-05 View on X
Bloomberg

Shopify reports Q1 revenue up 25% YoY to $1.5B, vs. $1.43B est., GMV up 15% YoY to $49.6B, vs. $47.7B est., and plans to cut ~20% of its staff; SHOP jumps 20%+

Ilya Banares / Bloomberg :

2023-01-22
My latest work examines the crossroads Amazon finds itself at after the largest, and messiest, layoffs in its history. Longtimers are wondering if this signals a company entering a new unavoidable phase of maturity, or one that has plateaued on its way to an eventual decline https://twitter.com/...
2023-01-22 View on X
Vox

Current and ex-Amazon managers and executives say the focus on managing costs should've come sooner, ideas aren't being evaluated with the same rigor, and more

Jason Del Rey / Vox :

2023-01-18
A time like this is when I am reminded how much disdain many Amazon long-timers who don't work in HR have for Amazon HR leadership. These aren't people who are getting laid off; these are simply folks who believe HR leaders are judged according to a much lower bar than others https://twitter.com/...
2023-01-18 View on X
Bloomberg

Amazon begins laying off 18,000+ employees, impacting around 1% of its total workforce and 6% of its corporate staff, mostly in its retail and HR departments

Amazon.com Inc. is set to begin a round of layoffs ultimately affecting more than 18,000 employees in the largest job cull in its history …