Shares of F5 fell about 20% on Wednesday, a day after the Seattle-based company beat Wall Street’s estimates and said it would boost spending to capitalize on expected growth in the AI security market.

The application security and delivery company’s stock was trading around $368 late Wednesday morning, down from $459 at Tuesday’s close, wiping out about $5 billion in market value. That put F5 on pace for its biggest one-day drop in more than 13 years, according to Barron’s. Before the drop, F5’s shares had climbed nearly 80% this year.

F5’s revenue for its fiscal fourth quarter rose 13% to $917 million, and product revenue jumped 23%. Adjusted earnings of $4.42 a share beat estimates of about $4.30.

Slower growth ahead: Investors seem to be focused on the outlook. F5 expects revenue to grow 8% to 9% in fiscal 2027, down from 11% this year, and adjusted earnings per share to grow 3% to 5%. It’s also projecting lower margins as memory and storage components get more expensive, and as it doubles its team of AI security sellers.

F5’s hardware business is also cooling off. Systems revenue jumped 29% in the quarter as customers replaced aging equipment, but F5 Chief Financial Officer Cooper Werner said on the earnings call that those replacements will taper off in the second half of fiscal 2027.

The AI bet: F5 is spending more to go after AI security. CEO François Locoh-Donou said on the call that the company will double its team of specialist AI security sellers in fiscal 2027 and more than double its marketing in that area. It’s also adding compensation incentives for all of its field sellers to discuss AI security with customers.

F5’s adjusted operating margin fell to 33.7% in the quarter, from 37% a year earlier.

Locoh-Donou said F5’s AI-related bookings topped $100 million in fiscal 2026, up about 300%. Most of that came from AI data delivery, which moves data to and from AI systems, rather than security. More than 300 customers are using an AI-powered web application firewall that F5 launched in March.

The company estimates the AI market it sells into will grow from about $1 billion this year to $11 billion by 2030.

Wall Street reaction: Piper Sandler downgraded the stock to neutral, according to The Motley Fool. Analysts at William Blair, which rates F5 “market perform,” wrote in a research note that “the AI opportunity has yet to contribute meaningfully to the top line.”

We’ve contacted F5 for comment on the stock decline.

F5 has been building out its AI security business, including its acquisition of SurePath AI. Locoh-Donou talked about the company’s path from the early web to AI security on a GeekWire Podcast episode marking F5’s 30th anniversary. He said companies adopting AI are losing track of what those systems can access, and that juggling separate tools to manage it is a burden, which is why F5 is building a single AI security platform.

This week, F5’s board authorized an additional $1.5 billion in stock buybacks, on top of $322 million remaining in its existing program.

Former T-Mobile CEO Mike Sievert is hanging up his magenta hat, leaving the wireless giant’s board of directors and vice chair role effective Nov. 1.

Sievert will also leave the board’s Transaction Committee, according to a federal filing. His departure comes a year after he handed the CEO job to Srini Gopalan.

A company spokesperson said via email that the vice chair role was structured as a one-year term, adding that Sievert has “been a valued strategic advisor throughout the leadership transition, and we’re incredibly grateful for his contributions.”

T-Mobile said in the filing that his departure “is not the result of any disagreement with the Company on any matter relating to its operations, policies or practices.”

Sievert joined T-Mobile in 2012 as executive vice president and chief marketing officer, the same year John Legere became CEO. He later became president and chief operating officer and was mentored by Legere before succeeding him as chief executive in 2020. He served as CEO for about five and a half years.

Sievert was a central figure in T-Mobile’s campaign to brand itself the “Un-carrier.” During his time at the company, T-Mobile grew from fewer than 30 million customers to more than 130 million by September 2025, a period that included its merger with Sprint.

Once the scrappy outsider, Bellevue, Wash.-based T-Mobile currently ranks second among U.S. telecom companies by market capitalization, behind Verizon and ahead of AT&T.

Sievert previously worked at Microsoft, AT&T Wireless, E-Trade, IBM and Procter & Gamble.

Amazon reports third-quarter earnings Thursday afternoon with more demand for its cloud services than it can serve, driven by AI labs such as Anthropic and OpenAI along with growth in its traditional cloud business.

One big question for Wall Street going into the report is what Amazon might signal about next year’s spending as it tries to keep up with that demand.

CEO Andy Jassy said on an Andreessen Horowitz podcast last week that AWS capacity is largely booked for this year and next, along with “a good chunk of ’28.”

Amazon has said it expects to spend about $220 billion on capital expenditures this year, largely on AI and cloud infrastructure, up from its earlier plan of $200 billion. Even at that level, Jassy said, Amazon is “leaving a meaningful amount of demand on the table.”

Past spending pushed Amazon’s free cash flow to negative $7.6 billion for the 12 months ending in June, as the cost to add data centers, chips and other equipment exceeded the cash its operations brought in. Jassy gave no indication of slowing down, saying the company “could invest a lot more and it wouldn’t be a bad use of capital.”

Core numbers: Analysts expect revenue of about $202 billion, up 12% from a year ago, according to Yahoo Finance. That’s at the top of Amazon’s own forecast of $197 billion to $202 billion.

Analysts expect earnings of $1.96 per share, about the same as a year ago.

Amazon’s sales growth will likely look slower this time, about 12%, down from 20% last quarter. A big reason is timing. Prime Day, the company’s biggest sales event of the year, fell in the second quarter this year, rather than the third quarter as it did last year, so this quarter is up against a tougher comparison.

Amazon estimated in July that the shift would take nearly 4 percentage points off its growth rate this quarter. It hits online store sales hardest: analysts expect them to grow only about 3%, according to Zacks.

AWS: Amazon Web Services, the company’s cloud business, generates the majority of its operating profit. AWS revenue grew 37% to $42.2 billion in the second quarter, its fastest pace since 2021 and the fifth straight quarter of faster growth.

Analysts expect AWS revenue of about $45.4 billion this time, up 37.5%, according to Zacks. Wedbush is more optimistic, projecting growth of about 41%.

AWS had $496 billion in signed contracts it hadn’t yet delivered as of June, more than double the year before. That means its growth depends largely on how quickly Amazon can bring new data centers online.

“Capacity, not demand, is the constraint,” Yorkville Ives analyst Dan Ives wrote of the industry in a note Sunday.

Jassy said on the a16z podcast that running AI models is still “an order of magnitude too expensive” for businesses to use them widely, and that Amazon’s custom chips, including its Trainium AI processors, are a big piece of bringing that cost down. Amazon said in July that its chip business was on pace for more than $25 billion in annual revenue.

Anthropic stake: Amazon’s reported earnings could look very different. That’s because its profit fluctuates significantly depending on the value of its stake in Anthropic.

Last quarter, $53.4 billion in pre-tax gains, mostly on Anthropic, pushed Amazon’s earnings to $5.75 per share, against expectations of $1.82.

Anthropic filed paperwork Monday for a planned IPO on the Nasdaq. Amazon’s stake in the AI company was valued at about $190 billion as of June 30, according to Amazon’s latest quarterly filing. That includes about $92 billion in gains on convertible notes, a form of loan that turns into stock, which haven’t yet been counted in Amazon’s profit. Those notes would convert to Anthropic stock when it goes public.

Anthropic is also one of Amazon’s biggest cloud customers. Its IPO filing shows commitments to spend at least $110 billion on Amazon’s computing capacity into the 2030s, behind the $114.5 billion it committed to Google, as GeekWire reported Tuesday. Anthropic also said in the filing that it has asked its cloud providers for more computing power than they were willing to supply.

Shopping agents: Amazon blocked Meta’s new Muse AI agent from its store last month, escalating a fight over who controls the customer relationship when software does the buying. Amazon said Muse broke its rule requiring agents to identify themselves.

Agents that shop on a customer’s behalf could bypass Amazon’s advertising business, which depends on people browsing its pages. Ad revenue grew 26% to $19.8 billion last quarter, and analysts expect about $20.8 billion this time, up 18%, according to Zacks.

“Investor questions remain on agentic commerce risk, particularly to advertising, but we see limited risk,” Wedbush analyst Ygal Arounian wrote in an Oct. 16 note, citing Amazon’s logistics advantage and its role connecting shoppers with sellers.

Amazon is trying to give shoppers fewer reasons to look elsewhere. It now lists 250 million products sold on other retailers’ sites, about 2.5 times as many as in March, The Information reported Wednesday. On the seller side, Amazon opened its tools to outside AI agents in September, starting with Anthropic’s Claude.

Cloud rivals: Microsoft and Alphabet report quarterly results Wednesday afternoon, a day before Amazon. Microsoft’s report is its first under a new structure that breaks out Azure cloud revenue every quarter.

Check back with GeekWire on Thursday afternoon for coverage.

Anthropic filed to go public on Monday under the ticker ANT, and you may end up owning the stock soon even if you never buy it directly, because index funds and ETFs will be required to buy it within weeks of its debut.

Anthropic’s bankers are reportedly valuing Anthropic between $1.5 trillion and $2 trillion. Below is a simple, interactive tool to help you form your own opinion of what’s an appropriate valuation for Anthropic.

Disclaimer: this is highly simplified, and I’m not an investment advisor.

The Washington Technology Industry Association kicked off the third annual Seattle AI Week on Monday with a reminder that AI affects everyone, from engineers and artists to “someone who learned about ChatGPT today,” as WTIA’s Nick Ellingson put it.

“All of us should be a part of that conversation,” he added.

A few people in the audience took that statement literally.

Members of Troublemakers, a Seattle climate activism group, interrupted the week’s opening panel on AI and economic growth several times before they were led out by security. Outside on Elliott Bay, others floated in kayaks with a banner: “Power for People, Not for Tech.”

“These are not your constituents — we are,” one protester told Beau Perschbacher, Gov. Bob Ferguson’s senior policy advisor, as he addressed the large crowd of tech and startup leaders at Seattle’s AI House. Perschbacher was on a panel with Joe Nguyen of the Seattle Metropolitan Chamber of Commerce and Mattie Zazueta of OpenAI, the event’s presenting sponsor.

The group’s main message, according to members who spoke with GeekWire: the rush to build data centers and roll out AI is putting the state’s communities, jobs and environment at risk, and Washington should be investing in green jobs and clean energy instead.

The protest comes amid a broader backlash against data centers in Washington state and across the country. The Seattle City Council voted unanimously in June to pause new large data centers in the city for a year, and Washington AI Resistance organized at least 19 protests around the state this month calling for a statewide moratorium.

The event also came the same day Microsoft offered voluntary buyouts to about 60,000 employees, roughly a quarter of its workforce, as it spends tens of billions of dollars on data centers and AI infrastructure.

The backlash contrasts with a push from the business and tech community for Washington state and the Seattle region to do more to stay competitive in the AI era.

“Washington helped build the technology economy of the last generation. We have an extraordinary opportunity to lead the AI economy of the next,” said former Gov. Chris Gregoire, now CEO of the business group Challenge Seattle, in her opening remarks at the AI Week event.

Gregoire cited efforts to put AI to work on the region’s own problems, including an AI permitting pilot in Everett that she said could cut the median wait for an accessory dwelling unit permit from 252 days to 90. She highlighted the AI-driven protein design work of Nobel laureate David Baker of the University of Washington, with applications in areas including the environment, agriculture and health care.

She also warned that Washington is close to the bottom for its business climate, even though it ranks second in North America for tech talent, as other states court its companies and jobs.

On the panel, Perschbacher said Ferguson’s administration has been focused on data centers since taking office, setting up a work group early last year to study their impact. The group looked for a Washington community that had been harmed by a data center and couldn’t find one, he said.

He added that the state won’t permit data centers to run diesel generators around the clock, and that their water use turned out to be “not out of line with a typical industrial user.”

Electricity is a different story. Data centers “use a really significant amount of electricity,” he said, and with demand also rising from EVs and heat pumps, getting enough power “is a major challenge.”

Perschbacher addressed the protesters directly, saying Washington has some of the strictest environmental laws in the country and that the state’s data center work group reinforced those rules rather than weakening them. Bills on ratepayer protections and transparency for data centers are likely to come back in the next legislative session, he said.

The issue also came up in the event’s second panel, on AI policy. State Sen. Marko Liias, who sponsored a bill this year on high-risk uses of AI, said data centers that want to locate in Washington need to meet “stringent expectations,” including adding clean energy to the grid, recycling water and dropping nondisclosure agreements that keep communities in the dark. Washington’s goal “has never been to be the cheapest or easiest place,” he said.

“When energy becomes scarce, I do think we need to be clear that our communities deserve access to that energy before the data centers do,” Liias said.

Joe Braidwood, founder of AI governance startup Glacis, which works out of AI House, said on the same panel that it was the first event he’d attended there with a public protest. “I think that’s actually kind of promising that people care enough to want to come together and talk and disagree and figure this out,” he said.

Zazueta, OpenAI’s global head of community programs, said in the opening panel that the industry needs to do a better job showing people the benefits of AI. Many people “read about these scary headlines,” she said, but don’t see how the technology applies to their daily lives.

OpenAI runs AI literacy workshops and trains libraries and community groups to lead their own, she said. The company opened an expanded office in Bellevue in March, its largest engineering center outside San Francisco.

Speaking with GeekWire outside the event on Monday afternoon, one of the protesters who had interrupted the panel singled out that remark. She said it dismissed public concerns about AI as the product of bad headlines, and she objected to the idea of using community groups to win people over to the benefits of artificial intelligence.

“They want to infiltrate our communities,” she said.

The opening panel with Zazueta, Perschbacher and Nguyen was titled “The Abundance State: Washington’s Chance to Lead the AI Future.” The protester objected to that framing, saying the panelists’ idea of abundance came down to easing permits for data centers.

It wasn’t the first time the group has protested the tech industry’s energy use. In 2024, it blocked entrances at Amazon’s Seattle headquarters to protest the company’s plans to power data centers in Oregon with natural gas.

Inside the event on Monday, as the interruptions continued, Nguyen, a former state senator who now leads the Seattle chamber, had responded to the protesters directly. “If you want to have your own event, have your own event,” he told them.

After they were led out, Nguyen said he agreed with the protesters, calling their passion “very warranted.” Those concerns are one reason Washington created some of the most stringent energy policies in the country, he said, adding that everyone would be better off if data centers elsewhere were held to the same standards.

“I think we’re very unique in Washington state to be able to actually do this in a way that really is mindful of our values, of the environment, and also pushing for innovation as well,” he said.

At the same time, Nguyen said demand for AI and data centers is market-driven, and it isn’t fair to criticize data centers while using them every day.

“For anybody who’s upset with data centers, I hope that when you email me, don’t email me,” he said. “Print it off and walk it to my office.”

Update, Oct. 27: Protesters interrupted the opening session of WTIA’s Seattle AI Summit six times Tuesday morning, during an on-stage interview of OpenAI’s Vijaye Raji by GeekWire’s Todd Bishop. They objected to AI-related job losses, the climate impact of data centers, OpenAI’s ties to the Trump administration and the leadership of OpenAI CEO Sam Altman.

T-Mobile is introducing new wireless plans that change how customers get perks and phone deals, giving them a set number of “Picks” to spend on a new phone or an expanded menu of extras that they can swap out every 90 days.

The company says it will be the only carrier that lets customers choose which benefits come with their plan. Instead of fixed bundles of extras plus a discount on a new phone for each line, customers get a single allowance to spend on options ranging from Netflix and ESPN to Xbox Game Pass, Google’s Gemini AI and Delta SkyMiles.

One catch is that phones and perks come out of the same pool of Picks, so a family that wants a new phone on every line may have little left to put toward extras.

The plans, called T-Mix, will be available in November. Existing customers can switch or keep their current plans, said Allan Samson, T-Mobile’s chief marketing officer.

The move comes as T-Mobile’s customer growth slows and new rivals emerge, including SpaceX, a current T-Mobile partner that is reportedly planning a wireless service of its own. T-Mobile’s stock is down about 26% this year, including a drop of nearly 8% on Friday after a report on SpaceX’s wireless plans.

The Bellevue, Wash.-based company has relied for years on “Un-carrier” moves — splashy changes that defy industry conventions — to capture consumer attention.

Samson described T-Mix as the latest of those moves, aimed at what the company’s research identified as a top customer complaint: paying for extras they don’t use. Picks are “essentially a form of currency,” he said. “You can use them for anything you want.”

A subscription hub: With the new plans, T-Mobile is adding a much larger menu of subscriptions in an attempt to turn its plans into a hub for streaming, music, gaming and AI services.

Along with longtime perks such as Netflix, Hulu and Apple TV, the new options include ESPN’s Unlimited streaming service, Xbox Game Pass, YouTube Premium, Apple Music and Google’s Gemini AI subscriptions.

The company says people spend far more on subscriptions than they realize. In T-Mobile’s research, customers estimated spending about $90 a month, Samson said. A separate study by C+R Research puts average spending at $219.

A big part of the idea is to consolidate that spending and let customers move among services more freely, picking up a streaming service for a new show, for example, or adding satellite coverage for a summer trip, then dropping it afterward.

Customers can make those changes every 90 days in the T-Life app. T-Mobile texts them when a 10-day change window opens, and their choices roll over if they do nothing. T-Mobile handles the switch between services in its plans, although the fine print notes that customers may need to initially cancel existing subscriptions on their own to avoid paying twice.

T-Mobile buys subscriptions below retail prices through deals it negotiates with streaming services and other partners. That lets T-Mobile include the services in its plans for less than it would cost customers to subscribe on their own.

Phones vs. perks: For consumers, one trade-off for the newfound flexibility is that phones and perks now draw from the same finite supply.

Customers who hold on to their phones or choose less-expensive models can put that value toward streaming and other extras, but a family that wants a new phone on every line may not have enough Picks to cover them.

Whether consumers end up getting more or less for their money depends largely on how many lines they have and how often they buy new phones. Smaller accounts that keep their phones are likely to come out ahead. Larger families that upgrade every line may pay more and get less, because T-Mobile is also dropping its long-standing free third line.

Samson estimated that accounts with one or two lines will pay $5 to $10 a month less than on T-Mobile’s current plans, while a five-line account might pay $10 to $15 more. Across all of its customers, he said, pricing is roughly the same.

T-Mobile says a family of three on its Loaded plan, which costs $200 a month ($2,400 a year) with AutoPay before taxes and fees, gets more than $4,320 a year in plan features and benefits, based on its own valuation.

The math behind the Picks: Customers choose from three plans, with base prices for customers on AutoPay, before taxes and fees:

• Standard: $55 a month for one line, with one Pick. It’s the basic plan, with limits on high-priority data and video quality.
• More: $75 a month, with two Picks, unlimited high-priority data and 4K video.
• Loaded: $95 a month, with three Picks and the largest allowances for hotspot use and international data.

Adding lines adds Picks, and Picks apply to the whole account, so one Netflix subscription covers the family. Unused Picks don’t accumulate from one quarter to the next.

Most extras cost one or two Picks. Ad-free Netflix costs three, and ESPN Unlimited costs four. Phones cost Picks, too: two for an iPhone and three for an iPhone Pro, Samson said, tied up for the three-year payment plan. A four-line account on the More plan gets seven Picks, not enough for a new iPhone on every line.

No price guarantee: The terms say T-Mobile may change the benefits and the number of Picks each one requires at any time, with changes taking effect the following quarter. Customers who change a partner benefit outside a change window may have to pay a fee. Once a year, customers will also be asked to reselect their benefits.

The launch comes less than a week after New York Attorney General Letitia James announced a settlement with T-Mobile over its 2017 “Price Guarantee” plans, which promised customers the carrier would “never change the price you pay.”

T-Mobile raised prices on those plans by about $5 a line in 2024. It agreed to offer refunds and other options that the attorney general’s office expects to provide more than $38 million in value, and to freeze prices for affected customers until at least 2029.

Asked about price protections, Samson said T-Mix plans don’t come with a guarantee. T-Mobile can control its network costs, he said, but not what partners such as Apple and Xbox charge, although it has multiyear deals in place.

“We didn’t want to be disingenuous,” he said, adding that partner prices are set for the next couple of years but “I can’t tell you what’s going to happen in 2030.”

The Un-carrier playbook: T-Mobile launched its Un-carrier campaign in 2013 by dropping two-year contracts. Samson said the company makes an Un-carrier move only when it sees a big customer pain point and believes it has something unique to offer.

T-Mobile has been testing T-Mix since Oct. 1 in 37 stores in Kansas City. Only about 70% of Picks were chosen in the store at the time of purchase, Samson said, in part because families wanted to go home and decide together, and some customers were saving Picks for phones coming out later.

Details of the plans leaked in recent weeks, first reported by The Mobile Report and later by PhoneArena.

Verizon lets customers add discounted streaming bundles to its plans for an extra monthly charge. Samson said the difference with T-Mix is that the benefits are included in the plan price.

Upholding the company’s tradition of jabbing at rivals, he described one competitor’s approach as “naked connectivity.” The other, he said, will “throw you a nice phone and then leave you alone. And every now and then, there’s a rate increase.”

The plans are also one of the first major consumer moves under CEO Srini Gopalan, who succeeded Mike Sievert in the role last November.

T-Mobile’s account growth has slowed this year. In the second quarter, it added a net 277,000 postpaid accounts (households and businesses that pay a monthly bill rather than prepaying for service). That was down 13% from 318,000 a year earlier.

The company reports third-quarter results Wednesday, two days after Verizon.

SpaceX is also reportedly seeking cell sites to build a rival wireless network, even though T-Mobile’s T-Satellite service runs on SpaceX’s Starlink.

Samson, who joined Sprint in 2016 and stayed on after its 2020 merger with T-Mobile, became CMO earlier this year. He previously ran the company’s broadband business and was CMO of T-Mobile for Business. He said T-Mix has been his pet project since taking his current role, starting with interviews with hundreds of consumers.

Samson said it’s too early to say how T-Mix will affect the business. “Ask me in six months once I have about six months under my wings nationwide,” he said, “and then we’ll have some actuals to report.”

The midterm elections are around the corner, and campaigns and PACs have already spent more than $137 million to air AI-made ads, including an 85-second video in which Texas Senate candidate James Talarico looks into the camera, reads his old tweets aloud, and voices spicy commentary he never actually made. The Senate Republicans’ campaign arm produced it. UC Berkeley deepfake expert Hany Farid said most people wouldn’t immediately know it was fake; the “AI GENERATED” tag sits small and faint in a corner.

Between now and Nov. 3, any clip of a candidate on your TV or in your feed may be fabricated, and most carry no AI label whatsoever. I’ve been predicting a deluge of deepfakes, and fear that it will get worse if we don’t act.

James Talarico, in his own words: pic.twitter.com/lDlUoqBbP7

— Senate Republicans (@NRSC) March 11, 2026

In 2024, I donated a year of my life to fighting political deepfakes by founding the nonprofit TrueMedia.org. A talented team at TrueMedia.org developed a state-of-the-art deepfake detector in record time and distributed it broadly, free of charge. It analyzed more than 60,000 images, videos and audio clips in elections worldwide, but it was early.

The Wesleyan Media Project, which reported the $137 million figure, found less than $50,000 in AI ad spending for the entire 2024 cycle. In January 2025, I said, “It did not materialize in 2024. That doesn’t mean that it’s not coming.” We open-sourced the technology and transferred it to Georgetown University, which resurrected TrueMedia.org in time for the peak of the current election cycle.

I was expecting foreign operatives to be the most prolific fakers. But in 2026, the deepfakes are coming from American campaigns and PACs, on television and in your feeds.

Many of the AI ads the Wesleyan Media Project has cataloged are harmless. Some are cosmetic: a still photo of Oklahoma candidate Chip Keating animated into a smile, or a synthetic family at a kitchen table where a campaign used to buy stock footage. Fred Davis, who has made campaign ads for 50 years, told The New York Times a scene that would have cost $2 million to shoot now costs about $200,000 to generate. Nobody is deceived.

Others are absurd on their face: New York’s governor and mayor gardening together while pitching a “political delusion pill” in a Bruce Blakeman campaign ad, or Spencer Pratt as Batman leading fed-up Angelenos armed with tomatoes. Pratt finished third in the Los Angeles mayoral primary. These are political cartoons with a pulse, and they’re protected satire. NYU’s Scott Babwah Brennen calls the genre “AI-generated slopaganda”: political slop made to stir feelings rather than make an argument.

.@KathyHochul and @ZohranKMamdani think they can cure New York’s cost-of-living crisis with excuses, empty promises, and "delusion pills."

The real side effects of their policies aren't a joke: 48 utility rate hikes, higher taxes, uncontrollable government spending, and… pic.twitter.com/CWxttSRwUK

— Bruce Blakeman (@NassauExec) September 1, 2026

The third kind is built to be believed, like the Talarico video. A Make Oklahoma Great Again PAC ad showed gubernatorial candidate Mike Mazzei cheek to cheek with Hillary Clinton under the words “Clinton Lover. Trump Hater,” with no AI label; the PAC spent more than $200,000 putting it on Oklahoma television. A PAC ad in Minnesota showed Senate candidate Peggy Flanagan with her hand out in front of a pile of cash. Talarico’s own ad now ends with the words “Made by humans, not A.I.”

A deceptive fake doesn’t need to be high quality. In a 2021 experiment with 5,750 people, a deepfake of Elizabeth Warren convinced 47% that a fabricated scandal was real; a plain fake headline convinced 43%.

A Utah Valley University study this June found voters identified deepfakes correctly about 16% of the time, and people who called themselves “extremely familiar” with deepfakes did no better than people who said they weren’t familiar at all. Media literacy doesn’t inoculate you against deepfakes.

The laws on the books fail to solve the problem. At least 31 states have deepfake election statutes. Wesleyan’s researchers found 29% of AI ads labeled in states with laws and 32% in states without.

Even when a label appears, voters often miss it. NYU’s Center on Technology Policy showed 1,051 people labeled and unlabeled ads. Thirty-seven percent didn’t remember seeing Michigan’s required disclaimer at all, and because it says “manipulated by technical means” rather than “AI,” only 21% identified AI as the technology involved. The one thing labels reliably did was make viewers trust the candidate who ran the ad less, which is why campaigns leave them off.

My proposed solution is simple: the litmus test should be the person shown, not the technology used. Did a real person agree to be shown this way? If not, the ad carries a plain-language label, on screen and in the audio, or it doesn’t air. A station manager can apply the test in a minute, which addresses the complaint that nobody can define “deceptive.” The rule should cover paid political ads, the one place a broadcaster already checks every spot before it airs; memes, satire accounts and your cousin’s group chat are a different problem.

Sejin Paik, the Georgetown researcher who now leads TrueMedia, puts the television problem plainly: “On TV, where AI ad spending is rising, a viewer watching a deceptive ad has little room for a crowd reaction or a provenance mark to change their view.”

H.R. 9922 would set a federal disclaimer rule, and the consultants’ own trade group is asking for a federal standard to replace the state patchwork. When the regulated party asks for the regulation, pass it.

Voters are ahead of Congress: in a Scripps News poll this month, 43% of registered voters said they had already been fooled by an AI-made ad this campaign, and 77% of Democrats and 79% of Republicans want rules on AI in politics.

Looking to the future, the 2028 election is a presidential one — we don’t want to be flooded with even more deceptive AI ads. Two years is enough time to get the rules and processes in place, if we start now.

Seattle-based ag-tech startup Strella has landed $4.25 million to expand the reach of its technology that monitors produce to prevent spoilage and food waste.

The investment extends the company’s Series A round and brings its total funding to $26.25 million.

CEO and co-founder Katherine Sizov launched the startup in Philadelphia in 2019 and relocated its headquarters to Seattle four years ago to be closer to Washington’s fruit orchards.

Strella uses IoT devices to measure gases including ethylene, a plant hormone released by ripening fruit, and machine vision to monitor the produce. Its software interprets the fruit’s real-time conditions alongside data such as country of origin, packing date and varietal type.

The 19-person team serves customers in 26 countries and provides information to growers of apples, pears, avocados and citrus. It recently added kiwifruit to the lineup.

“Our vision is to become the system of record for quality in the food supply chain, or the ‘guardian angels’ of produce as it passes from hand to hand,” Sizov said.

The company works with all of the players in the supply chain, including farmers, produce packers, shippers, distributors and retailers.

“The next step for us is to begin stitching all the pieces together to become a one-stop shop for quality and tackle the food waste problem at scale,” Sizov said.

The United Nations estimates that roughly 33% of food intended for humans worldwide is lost or wasted, totaling $940 billion in annual economic losses. Waste in the U.S. is even worse, at about 40% of edible food and $218 billion each year.

The funding was led by SilverBlue, with participation by LeVert Ventures, Beta Milouot and PeakBridge. 

For years, Aigen has been building and tweaking solar-powered robots designed to pull weeds on farms. But the Redmond, Wash., startup is also raising a crop of its own: a growing, AI-generated collection of digital weeds and plants that teaches those robots what to pull.

That synthetic data, which Aigen calls Alchemy, is changing what the company can sell. Training its robots on a new crop used to require three to four years of collecting and labeling real-world images, co-founder and CTO Richard Wurden said. Now it takes about a week, helping Aigen attract growers of asparagus, hops, flowers, lettuce and more.

Wurden spoke with GeekWire by phone from FIRA USA, a three-day agricultural robotics expo at Yakima’s State Fair Park that wrapped up Thursday. He said Aigen made several sales at the show, including to growers it previously couldn’t serve.

“Now we’re saying yes to a bunch of crops, where previously we were locked into just doing a few,” he said.

Aigen is nearly sold out of robots for the 2027 season following the show, according to the company.

Aigen’s solar design is also getting more attention as fuel costs climb. U.S. diesel prices are up roughly 70% from a year ago, according to EIA data, and averaged nearly $6.30 a gallon this month, according to AAA. Many rival weed-control machines are pulled by diesel tractors, Wurden said, while Aigen’s robots run entirely on solar panels with a battery backup.

“It just so happens running a solar-powered robot without pesticides is the best possible timing right now,” he said.

Wurden and CEO Kenny Lee founded Aigen in 2020 after meeting in a climate-focused Slack group and discovering they lived about five minutes apart. Wurden, a mechanical engineer, previously worked on battery systems at Tesla and at Seattle electric boat maker Pure Watercraft. Lee is a cybersecurity veteran who co-founded Weblife.io, which Proofpoint acquired in 2017.

The mission is personal for both founders. Lee had non-Hodgkin’s lymphoma and Wurden has type 1 diabetes — diseases Wurden said have been linked to herbicide use.

The startup raised a $4 million seed round in 2022 and a $12 million round in 2023 led by ReGen Ventures, with participation from NEA and others. Wurden said the company has raised about $26 million in total. The startup now has about 15 employees.

Aigen’s Element robots are about 6 feet wide and topped with a roughly 400-watt solar panel. Cameras and AI distinguish weeds from crops, and mechanical arms pull the weeds out at the root. The robots cost $50,000 to $70,000 each depending on configuration, and Aigen typically sells them in packs of five, Wurden said.

Aigen has built more than 100 robots, all assembled in Redmond, and logged more than 15,000 hours in fields in California, Minnesota and North Dakota. Customers include organic soybean growers in North Dakota and tomato growers in California, Wurden said, and the company is expanding a recent pilot with an unnamed Fortune 500 company.

Alchemy has also become a product in its own right.

Large agribusinesses are using Aigen’s synthetic data, Wurden said. Because the plants are generated in simulation, each one comes perfectly labeled. That matters when weeds and crops overlap in ways that are hard to sort out from real photos, especially under shifting daylight. Aigen’s robots don’t use artificial lights. Wurden said the startup built the system out of necessity, because it couldn’t afford to pay people to label images by hand.

“Our AI now labels the data for us,” he said.

The company is choosy about who gets that data. Wurden said the company would work with precision-spraying companies that use less herbicide, but not with operations that broadcast-spray fields.

Next up: robots on Washington farms early next year, the company says. It’s also developing an orchard version with arms that reach out to weed between trees. And a next-generation robot is in the works.

Aigen is one of several Washington startups using AI to fight weeds. Issaquah-based TerraClear maps individual weeds so farmers’ existing sprayers hit only those spots. Seattle-based Carbon Robotics zaps weeds with lasers and trained its AI on 150 million labeled images of real plants. Aigen is betting synthetic data can teach its robots new crops faster.

Wurden said it’s refreshing to see technologists working on these problems rather than focusing on ad clicks or another gadget or service that may not be good for society.

“I support every company working on ag technology and things that help farmers, because farmers have felt like they’re left behind for a long time,” he said. “It’s a good way to cross the aisle in politics, too. Everybody needs food.”

Watchtower Labs, a Bellevue, Wash.-based defense tech startup, emerged from stealth Wednesday with $35 million to build AI software that helps military planners make faster decisions about logistics and operations.

Shield Capital and Conviction co-led the seed round, with participation from Founders Fund and In-Q-Tel, the investment arm that supports the U.S. intelligence community. It’s the first outside funding for Watchtower, which was incubated inside Shield.

Watchtower was co-founded by CEO Akhil Iyer, a former Marine Corps infantry and special operations officer who said that like many veterans, he was frustrated that the technology on commercial iPhones wasn’t making it into the field with troops.

After leaving the military, Iyer worked on counter-drone technology and later invested in defense startups at Shield Capital, where he watched senior military leaders try to figure out how to put AI to practical use.

“One of those key problems is how do we best allocate scarce resources across the globe,” Iyer said. “Planning for that is really hard.”

Iyer’s Watchtower co-founders are CTO Souren Aghajanyan and head of engineering John Morman, longtime Microsoft engineering leaders who worked on large distributed systems and fraud protection. Iyer said his first call after deciding to build Watchtower went to Lou Manousos, who founded security company RiskIQ, sold it to Microsoft in 2021 and later became a corporate vice president there. Aghajanyan and Morman had worked on Manousos’ team, and they were already thinking about how simulation and AI could improve planning.

The company’s software lets planners ask questions in plain language, then runs simulations to map out possible scenarios and options, starting with military logistics: moving fuel, spare parts, munitions and people where they’re needed in time. Watchtower models hundreds of possible futures against real-world constraints and shows the assumptions and tradeoffs behind each option, while decision makers stay in charge of the final call.

Iyer said the platform pairs agentic AI with heavy-duty math.

“You can’t LLM your way to a really complicated math problem, yet at least,” he said. “It needs to be set up in the right way, and you need to do some real analysis behind it.”

Many existing military tools focus on giving commanders a clear picture of what they have right now and where it is, Iyer said. Fewer look ahead to what’s coming. Watchtower’s bet is that it can bridge AI and simulation and optimization software to do that.

Watchtower is starting with logistics, but Iyer said supply decisions are tied to operations, so the company plans to broaden its software into wider operational planning.

Watchtower has several military contracts, Iyer said. The most important is a prototype contract it won in January through the Defense Innovation Unit’s Joint Sustainment Decision Tool program, which is building AI tools to help the military forecast logistics needs weeks in advance.

Watchtower and Air Space Intelligence were picked after a competitive process, according to the DIU. The program’s partners include U.S. Indo-Pacific Command (the lead partner), U.S. Northern Command and the Defense Logistics Agency. The tools are meant to track and forecast critical supplies such as munitions, fuel, medical materiel and spare parts.

Iyer said the $35 million will go first toward building out the team, then toward delivering on the contracts Watchtower has won and expanding its platform beyond logistics. The startup has revenue but isn’t disclosing figures.

Watchtower has about 30 employees across offices in Bellevue, the Bay Area, Hawaii and the Washington, D.C., area, with more than a dozen in Bellevue. Iyer, who is based in San Francisco, said the company is moving to a larger Bellevue office and hopes to double its headcount. The Seattle area is a core focus for hiring, he said, because of its density of “very technical folks that maybe wanted to work on things with a little bit more mission impact.”

Recruits don’t need a military background, Iyer said. He noted that quite a few team members immigrated to the U.S. and see the work as a way to give back.

Watchtower is hiring for in-person roles in Bellevue that require U.S. citizenship, according to a LinkedIn post from Aghajanyan, including engineers for its simulation engine, distributed systems and machine learning work.

Watchtower joins a growing defense tech cluster in the Seattle area that includes:

• Overland AI, a University of Washington spinout that builds autonomous ground vehicles, raised $100 million this year and landed a Marine Corps production contract worth nearly $20 million.
• Shield AI picked Des Moines, Wash., to build its X-BAT autonomous fighter jet and expects 4,000 local workers by the early 2030s.
• Anduril has about 560 people in Bellevue and Seattle and sees a path to 1,000 engineers, though its expansion has drawn protests.
• Echodyne opened a $40 million drone-detection radar factory in Woodinville this summer.
• Exia Labs, led by former Army officer Jonathan Pan, is building AI software to speed up military planning and simulate missions.
• Microsoft and Amazon signed deals in May to put their AI systems on the Pentagon’s most classified networks.

Aviation startup Reliable Robotics is opening a new engineering hub in the Seattle area, establishing a radar research and development center in Bothell.

The Mountain View, Calif.-based company also announced Tuesday that it has raised $115 million, pushing its valuation above $1 billion. The funding will help expand its aircraft fleet, production facilities and engineering team as it works toward federal certification of its autonomous flight technology.

Reliable’s new office in the Bothell Highlands north of Seattle will open with about 25 employees and serve as its Radar Center of Excellence, a facility for developing and testing systems designed to help aircraft detect and avoid other aircraft. The company plans to grow the team and is heavily recruiting in the region, including roles across radar, embedded software, flight controls, guidance and navigation, simulation and systems engineering.

The expansion adds another player to the Seattle area’s growing mix of aerospace, robotics and autonomous systems companies.

Last month, GeekWire reported that San Diego-based Shield AI selected Des Moines, Wash., as the production and engineering hub for its X-BAT, an AI-piloted aircraft designed to take off and land vertically. The heavily-funded company is planning a 420,000-square-foot manufacturing and engineering facility and says it expects to employ about 4,000 people in the region by the early 2030s.

Reliable is developing systems that can automate aircraft operations, including engine startup, taxiing, takeoff and landing. Its longer-term ambitions include enabling aircraft to fly without a pilot aboard, with remote operators overseeing flights from the ground. The company is working toward certification from the Federal Aviation Administration.

Founded by former SpaceX engineers in 2017, Reliable has spent nearly a decade developing technology designed to work with existing aircraft rather than requiring entirely new planes. Its initial system is intended to keep a pilot in the cockpit while automating key flight operations, with more advanced levels of autonomy planned over time.

The 250-person company’s latest financing, including $90 million led by Nimble Partners and a $25 million term loan from Silicon Valley Bank, brings total funding to $380 million.

The company’s new Bothell lab will bring together engineers to design, build and test radar systems, including its active electronically scanned array air-to-air radar.

The technology is intended to support detect-and-avoid capabilities that would help autonomous aircraft safely operate in the national airspace alongside conventional planes.

“Seattle represents the past, present and future of aviation. For decades, engineers here have developed aircraft and systems that change how the world connects,” Chris Schulenberg, Reliable’s vice president of programs, said in the company’s announcement. “By expanding into the Pacific Northwest, Reliable is uniting the tech talent in Silicon Valley with the aviation expertise of Seattle.”

The Bothell office — located at 21222 30th Drive SE — will be led by Schulenberg and Marc Pos, a senior technical fellow focused on radar who previously spent more than two decades at Honeywell.

“Radar development is a hands-on process,” Pos said in a statement. “By bringing a team together in a centralized lab and engineering environment, with all of the resources we need at our fingertips, we can move from design through development and testing with the rigor, speed and precision unique to Reliable.”

Reliable also plans to expand its engineering operations in San Diego, where it will focus on aviation autonomy for military applications.

The two offices bring the company’s footprint to five locations, joining its headquarters and aircraft hangars in California and the operating hub of its subsidiary airline, Reliable Airlines, in Albuquerque, N.M.

Carbon Robotics, the Seattle-based agricultural technology startup known for its AI-powered, laser-weeding farm implements, has trimmed its workforce.

The company did not disclose the total number of layoffs, but confirmed to GeekWire on Monday that the cuts affected employees across multiple departments both in the U.S. and internationally.

Carbon Robotics currently employs 275 people worldwide, according to Brett Goodwin, vice president of marketing, who attributed the decision to a need to “realign costs due to broader economic conditions.”

The cuts come after a period of rapid momentum for the startup. The company raised $20 million last year to support the development of an undisclosed AI-powered farm robot. Carbon also unveiled an autonomous tractor kit in 2025.

The company’s signature product is its LaserWeeder, a machine which can be pulled behind a tractor and uses AI to detect and map plants in fields and then target and eliminate weeds with lasers. The most recent iteration is the LaserWeeder G2.

Founded in 2018 and led by CEO Paul Mikesell, Carbon Robotics has raised about $177 million to date from investors including BOND, NVentures, and Anthos Capital.

In a recent interview with AgFunder, Mikesell noted that the startup crossed the $100 million revenue threshold, stating, “We intend to keep scaling from there — it’s our intention to get to the point that we’re an independently publicly traded company, so that would involve going through an IPO.”

Robert F. Kennedy Jr., the U.S. secretary of health and human services, earlier this year touted Carbon Robotics’ machines on an episode of “The Joe Rogan Experience” as a possible solution in cutting pesticide use.

Carbon Robotics was named Next Tech Titan at the 2026 GeekWire Awards earlier this year. The company is currently ranked No. 8 on the GeekWire 200 index of the Pacific Northwest’s top startups.

A new software tool from Amazon aims to make switching from Nvidia to the company’s own AI chips about as simple as changing a setting.

The software, dubbed TorchNeuron, runs code written in PyTorch, the open-source framework used by many AI developers, on Amazon’s Trainium chips. It has been in private beta since late last year, and Amazon said Monday that it’s opening the software to all developers as a public beta.

Until now, developers who wanted to run PyTorch code on Trainium had to modify it to call programming interfaces specific to Amazon’s chips, said Colin Brace, vice president of technology software at Annapurna Labs, Amazon’s chip-design unit. With TorchNeuron, the same code runs after a basic configuration change.

“If you know PyTorch, then you know Trainium,” Brace said in an interview.

Nvidia dominates the market for AI chips, partly because much of the industry’s AI software was built around its CUDA platform. Adapting that code to other hardware can take months of engineering work. That has made many companies reluctant to switch, even as Amazon, Google and others have developed their own chips.

TorchNeuron is part of a broader push by tech giants to loosen Nvidia’s grip on AI computing, even as they remain among its biggest customers.

• Google, which has started selling its TPU chips directly to some outside customers, is working on TorchTPU, a similar project to run PyTorch natively on those chips. Google detailed the effort in April, saying the goal is to let developers move existing PyTorch code to TPUs with minimal changes.
• Microsoft said last week that it plans to run most of its AI services on its homegrown Maia chips rather than Nvidia hardware.
• Amazon is reportedly in talks to acquire Decart, a startup that makes software to help developers move AI models built for Nvidia chips to alternatives such as Trainium, in a deal that could value it at about $7 billion. Decart already runs its own AI models on Trainium, and Nvidia is an investor in the startup.

Asked about Amazon’s relationship with Nvidia, Brace said the company has “always been about choice,” pointing to another high-profile example: AWS offers Intel processors alongside its own Graviton chips.

Amazon plans to release TorchNeuron as open-source software on Tuesday in conjunction with the PyTorch Conference in San Jose, Calif.

Trainium’s biggest users so far are AI labs with close financial ties to Amazon. Anthropic, in which Amazon has invested billions, uses the chips to train and run its Claude models. OpenAI agreed in February to use 2 gigawatts of Trainium capacity as part of a deal in which Amazon is investing $50 billion in the company.

Brace said Amazon’s goal has always been wide use of the chips, calling TorchNeuron “an accelerant” along those lines.

Amazon’s chip business traces back to its 2015 acquisition of Annapurna Labs, an Israeli chipmaker, for a reported $350 million. The Annapurna team went on to design Trainium as well as Amazon’s Graviton processors.

In his annual shareholder letter in April, Amazon CEO Andy Jassy wrote that the company’s chip business, including Trainium and Graviton, had an annual revenue run rate of more than $20 billion. He estimated that figure would be about $50 billion if the chips were sold to AWS and other customers by a standalone chip business.

“There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future,” he wrote.

More than 30 companies and internal Amazon teams have been using TorchNeuron during the private beta. Deepgram, a San Francisco startup that makes speech AI, says its benchmarks showed Trainium processing about 60% more audio per dollar than its existing GPU setup. The company now runs Trainium in production, Brace said.

Inside Amazon, the Prime Video team used TorchNeuron to build Prime 360, an AI system that reconstructs NBA plays in 3D so viewers can watch replays from angles a traditional camera can’t capture. The feature, which runs on Trainium, will appear on select Prime Video broadcasts this NBA season.

To make sure TorchNeuron works with the huge variety of AI models that developers build, Amazon tests it every night against more than 100,000 models from Hugging Face, the popular online hub for open-source AI, Brace said.

Brace said the timing of the project reflects changes in PyTorch itself. The framework has matured, and its maintainers have been working to make it less dependent on any one kind of hardware.

Amazon has contributed to that effort, removing code that tied PyTorch to specific chips. Newer versions of PyTorch can detect which hardware they’re running on, he said, so in some cases developers don’t need to change their code at all.

We’ve all encountered the phrase AI slop, but what’s an AI slap? A meat proxy? Chatfishing? Or agentsomnia? Following up on my glossary of AI, which demystified AI jargon, Prof. Dan Weld is joining me to shine a light on the nontechnical lingo of the AI era. We also sneak in a few phrases that should exist to capture the AI zeitgeist, circa 2026.

We introduce more than 35 phrases, so we’ve divided them into sections to keep the broligarchy from crowding enshittification.

AI slop

“Digital content of low quality that is produced usually in quantity by means of artificial intelligence,” which is how Merriam-Webster defined slop, its 2025 word of the year. Shrimp Jesus is the specimen, Christ fused with crustaceans, posted to Facebook by the thousands.

AI cream is our name for the rare opposite, superb writing authored with the help of AI. We hope that over time the cream will rise to the top and the slop will sink.

Until that happens, we have the meat proxy, “a person who forwards AI-generated text, code, or other output without reading, understanding, or validating it.” We call the action of sending AI-generated text blindly an AI slap. It stings.

Your AI Slop Bores Me is a website where you type a prompt and a randomly chosen human answers it while pretending to be a chatbot. Fifty million views in a week, which tells you how badly people wanted to say something back.

AI suspicion is our name for the nagging feeling that what you’re reading was AI generated. You could also call it Turing tingle or AI-dar.

AI shaming is the accusation that follows, attacking someone’s work by insinuating a machine wrote it. The paper that named it is subtitled “Birth of a Classist Slur in Knowledge Work,” and it argues that the accusations fall hardest on racial minorities and on writers whose first language isn’t English.

See also: tasteslop, workslop, slopaganda.

Deepfake

A video or recording altered by machine learning so that a real person appears to say or do something they never said or did. Named in late 2017 for the Reddit user who called himself deepfakes. The word we all use for AI deception descends from one anonymous pornographer’s handle.

The liar’s dividend is the payoff a real wrongdoer collects once any authentic recording can be waved off as a fake. The damage isn’t the fake video. It’s that real video stops counting.

Counterfeit people was Daniel Dennett’s last argument, that machines able to pass as human are “the most dangerous artifacts in human history, capable of destroying not just economies but human freedom itself.” He wanted them outlawed and watermarked like banknotes.

Tilly Norwood is one of them, an AI actress unveiled at the Zurich Film Festival in September 2025. Her makers said talent agents wanted to sign her. Emily Blunt, shown a picture, said “Good Lord, we’re screwed” and told the agencies to stop.

Most of the damage doesn’t need AI at all. A cheapfake is manipulation made with cheap software or none at all. Chatfishing is using AI to write your messages on a dating app, where the con used to be a fake photo and is now a rented personality.

The Nerd Reich

A name for the Silicon Valley billionaires and venture capitalists who think democracy is finished and want corporate rule in its place. Gil Durán’s book, subtitled Silicon Valley Fascism and the War on Democracy, traces the idea to a 1997 book, The Sovereign Individual, and to Peter Thiel’s circle, which Durán says believes “technology means democracy is an obsolete software system.”

Durán didn’t coin the phrase. Someone in the crypto world told him they’d been using it for years.

Durán’s target is the broligarchy, “a small group of extremely wealthy men, particularly those in technology, who wield significant political and economic power.” The word sat on Twitter from 2009 and went nowhere until Carole Cadwalladr wrote about “a new super-class of broligarchs” in July 2024.

See also: technofeudalism.

Brain rot

The mental deterioration that comes from consuming too much junk online, chosen by Oxford University Press as its 2024 word of the year. Thoreau got there first, in Walden in 1854, complaining that England was busy curing the potato-rot while nobody was curing the brain-rot.

Dead internet theory is the supply side, “a theory that a lot of the internet is no longer created by real people but rather by bots and other AI tools.” It started as a forum post in January 2021 and is quietly turning into a description.

Enshittification is Cory Doctorow’s three-stage decay: “first, they are good to their users; then they abuse their users to make things better for their business customers; finally, they abuse those business customers to claw back all the value for themselves.”

AI fatigue is what’s left over, “the exhaustion or the sense of being overwhelmed by the rapid proliferation and constant engagement with artificial intelligence technologies.” The phrase has been drifting through the trade press since 2023 with no author attached; the definition above comes from Route Fifty, a trade publication for state and local government.

Vibe coding

Andrej Karpathy’s February 2025 coinage, crowned Collins Dictionary’s word of the year for 2025, is “fully giving in to the vibes, embrac[ing] exponentials, and forget[ting] that the code even exists”—accepting whatever diff the AI hands you without reading it.

Promptatory is our word, styled on “purgatory,” for the state of being trapped in an unending edit-and-re-prompt loop with an AI system. You fix the bug the AI introduced, and in fixing it, the AI introduces two more, each smaller and more absurd than the last. Progress is hard earned: you close in on “done” like the runner in Zeno’s paradox, forever eating the remaining distance in half. Promptatory is vibe coding’s hangover: the vibe wears off, and the rereading begins.

A related condition we dub agentsomnia is the chronic inability to rest or disconnect from work, driven by the haunting feeling that your autonomous software or AI agents are stalled without your feedback. The Wall Street Journal calls it agent FOMO.

Feel the AGI

An OpenAI rallying cry. AGI is the point where a machine can do any intellectual task a person can, and the phrase became a general exclamation for the moment a model does something that rearranges your sense of what’s coming. Ilya Sutskever used it inside the company and posted it publicly in 2022. It works as celebration and as diagnosis.

P(doom) runs in the other direction: “your personal probability that AI ends the world, stated as a number so the vibe feels like math.” It started as shorthand among a small online community in 2022 and now gets asked at dinner parties.

Talk that outruns the technology comes in other flavors too.

Bragawatts, a unit of measurement for boasting, is “the practice of AI companies boasting about very large projects to create excitement and attract investment, even though many of these projects are never completed,” as Britain’s Cambridge Dictionary put it in January 2026.

Vibe revenue does the same thing to the income statement, “money or funding that an AI company is given because people are excited about the potential of AI, rather than because the company’s products are already successful.”

Parasocial

A one-sided relationship with someone who doesn’t know you exist. Donald Horton and Richard Wohl coined it in 1956 about television viewers, and Britain’s Cambridge Dictionary made it the 2025 word of the year, citing celebrities, influencers, and chatbots. A seventy-year-old term about Ed Sullivan turns out to describe your relationship with ChatGPT.

AI addiction is what happens when the one-sided relationship takes over. A 2026 study sorted it into three kinds: escapist roleplay, where people come to prefer the world the chatbot builds; pseudosocial companionship, where it replaces the relationships; and the epistemic rabbit hole, compulsive question-asking that crowds out everything else.

The researchers blame the design and call the chatbot an AI genie, a thing that gives you exactly anything you want with minimal effort.

AI psychosis is the far end, “a phenomenon wherein individuals reportedly develop or experience worsening psychosis, such as paranoia and delusions, in connection with their use of chatbots.” The Danish psychiatrist Søren Dinesen Østergaard suggested the term in a 2023 editorial in the journal Schizophrenia Bulletin. It isn’t a recognized clinical diagnosis, and we should say so.

See also: wireborn.

Nearly every phrase above names a problem. Slop, shaming, deepfakes, brain rot, psychosis: what the AI era has added to English so far is a vocabulary of complaint. There’s still no common word for AI doing something well. We’ve offered AI cream. If you have a candidate for a phrase we’re missing, please send it to us.

Inrix, the Bellevue, Wash.-based traffic data company that spun out of Microsoft in 2004 and became one of the Seattle region’s longest-running independent tech companies, has agreed to sell substantially all of its assets to Arity, the mobility data subsidiary of insurance giant Allstate.

The deal, announced Friday, would end Inrix‘s 22-year run as a standalone company. Inrix has raised more than $288 million and flirted with an IPO multiple times over its lifetime. Terms were not disclosed. The companies expect the acquisition to close later this year.

Founded in 2016, Chicago-based Arity analyzes driving behavior for insurers, marketers and public-sector customers. It says it has amassed more than 3 trillion miles of driving data. The acquisition would pair that information with Inrix’s analytics on traffic, road conditions and transportation networks.

“By combining Arity’s predictive insights on driving behavior and risk with Inrix’s transportation intelligence and mobility analytics, we will be uniquely positioned to deliver more robust intelligence and insights into how people, vehicles, goods, and roads interact,” Gary Hallgren, president of Arity, said in a statement.

While the companies are touting the benefits of combining their data and analytics, Arity’s data practices have faced legal scrutiny. In January 2025, Texas sued Allstate and Arity, alleging they collected and sold consumers’ driving and location data without adequate consent.

“We are confident in our compliance with all laws and regulations and are committed to ensuring consumers are informed when their data is used for personalized insurance rates,” an Arity spokesperson told GeekWire via email.

The proposed acquisition charts an alternate course to Inrix’s earlier plans for going public. In 2012, Inrix hired Goldman Sachs and JPMorgan Chase with an eye toward a 2013 IPO that was expected to raise up to $100 million. The company looked to go public again in 2022 but backed out amid economic uncertainty stemming from Russia’s invasion of Ukraine and other factors.

“We were about two weeks away from filing our documents with the SEC,” Inrix CEO Bryan Mistele said in an August 2022 GeekWire story. “We’re on standby right now, waiting to see when the markets and economy improve, in which case we’ll take another run at it.”

Inrix declined via email to comment on the reason why it chose to sell at this time.

“By leveraging the complementary strengths of both organizations, we see an opportunity to turn transportation data into actionable intelligence that helps organizations make better decisions and create safer, more efficient, and more connected transportation systems,” an Inrix spokesperson said.

Inrix serves corporate, automotive, technology and public-sector customers including Amazon, IBM, General Motors, Windermere Real Estate and state departments of transportation.

The company got its start selling traffic and transportation-related data. In recent years, it moved beyond supplying raw traffic data into subscription software that helps customers interpret it, including tools for traffic-signal timing, road safety and retail site selection.

Recent public releases include its first Parking Scorecard, which ranks the availability and cost of parking in major cities in the U.S. and Europe.

Inrix has about 277 employees, based on LinkedIn data. A spokesperson said that “all eligible” employees will receive job offers from Arity, and there are no planned changes to the company’s Bellevue headquarters.

Editor’s note: Comments from Arity and Inrix spokespeople were added 10/19.

Darko Mesaros used to park a car in the garage of his Maple Valley, Wash., home. These days, it’s wall-to-wall computers.

A towering server rack glows with red LEDs. CRT monitors are stacked beside vintage workstations, and a workbench overflows with tools, cables, and half-repaired components.

“I started getting stuff, and then … it just kind of snowballed to a point I actually had to slow down because I legitimately don’t have space for it anymore,” Mesaros told GeekWire during a recent tour of his retro hardware labyrinth.

The lore of tech innovation is full of suburban garages where visionary founders tinkered their way to world-changing companies. Mesaros, a distinguished developer advocate at Amazon Web Services, isn’t launching a startup out of his. Instead, he’s using it as a living museum to rescue, repair, and resurrect the discarded digital ghosts of computing history — and then daring them to run modern artificial intelligence.

The collection has spilled into an upstairs office and now spans more than 100 full computers, from an early-1970s minicomputer to Silicon Graphics workstations from the ’90s and HP workstations from the 2000s. Add roughly 25 vintage video game consoles, rescued software, peripherals, a leather-bound TRS-80 owner’s manual, and nearly a decade of 1980s Byte magazines, and the total tops 1,000 items.

Most of it arrives broken, and that’s the point.

“Buying a mint old system is not fun,” he said. “Buying something that’s broken and then having that excitement of fixing it is just fantastic.”

He finds gear at Goodwill, through local Facebook Marketplace groups, and through Seattle’s large retro computing community. Sometimes it takes a rescue mission: when a man in Washington, D.C., was about to throw away a pallet of 1980s computers, Mesaros had a friend there grab it, then paid to ship the whole load to Seattle.

At one point, he had seven Commodore 64s. He gives extras to other collectors, and he’s never sold a single piece.

“That’s been my little pride,” he said.

From a Commodore 64 in Serbia to the AWS cloud

Mesaros’ fascination with vintage hardware goes beyond nostalgia; it’s the foundation of a lifelong obsession with how things work under the hood.

Growing up in Serbia, he faced an economic reality where cutting-edge tech was out of reach. From 1991 to 2003, his only computer was a Commodore 64 — a machine released in 1982. While the rest of the computing world sped through the 1990s and early 2000s, Mesaros skipped straight to modern PCs.

“I feel like I missed that whole thing,” he said. “I missed the whole, you know, Sun workstation, Silicon Graphics, HP 9000, all of those things … and I just wanted to explore how that was.”

So he bought a couple of Sun workstations to see what he’d missed. Then he kept going.

“It’s a hobby, but it’s also a problem,” he said with a laugh.

If the garage caught fire, the one machine he’d grab? A bright blue Silicon Graphics Indy, the 1990s workstation from the very era he missed growing up. It was the first SGI he bought.

“It showed me how this amazing workstation worked!” he said. He still fires it up from time to time just to enjoy its IRIX operating system.

Still on his wish list: a DEC VT520 terminal with an amber screen. Working units only seem to turn up on the East Coast, and he won’t risk shipping a fragile CRT across the country.

Before joining Amazon nearly a decade ago, he held system administration and engineering roles at companies including AT&T and Tipico. Now at AWS, his day job involves leveraging his experience to help developers and customers adopt and use AWS services via blogs, webinars, code, and technical advocacy. The garage doubles as his set: he records AWS videos and live streams there.

Mesaros moved to the Seattle area around the start of the pandemic, arriving with a couple of workstations, a monitor, and a handful of laptops before his collection expanded. He soon realized gear was far cheaper here than in Europe.

“Most of these things are older than me. Especially older than my tech career,” the 38-year-old noted. “Actually, all of these things are older than my career. However, again, I find it fascinating how computer history has evolved.”

His arrival timing meant he narrowly missed the chance to visit Seattle’s beloved Living Computers: Museum + Labs before it permanently closed its doors. But in his own home, he’s essentially built a private version of the late Microsoft co-founder Paul Allen’s former institution.

Beyond the vintage hardware, Mesaros’ appreciation for computing history is permanently etched onto his body.

He sports a collection of retro tech tattoos on his arms, including symmetrical DOS and Linux terminal prompts (C:\WINDOWS> and root@localhost), a classic Windows 95 logo, MS-DOS branding, a shebang and a quit command that mark the start and end of a script, and detailed microprocessors like the Zilog Z80 and MOS 6502 paired with assembly code — a setup he jokingly calls his literal “ARM CPUs.” He’s still waiting, he said, on his check from Microsoft.

“I only tattoo ancient technology on myself,” Mesaros said, noting that people frequently stop him at airports to take pictures. “Old technology will stay with me … I feel like this is an investment in my career.”

He has plans for more ink during his next trip home to Serbia.

Wiring vintage hardware to modern AI

For Mesaros, collecting vintage computers is about more than admiring silent plastic shells on a shelf; it’s about making them talk across the digital chasm. In his garage and upstairs office, he routinely bends ancient hardware to modern purposes — proving that an 8-bit machine or a mechanical teletype can still interface with the cutting-edge cloud.

Mesaros has chatted with an AI coding agent from a Commodore 64 and deployed Kubernetes via a 1986 Tandy 102 portable computer. He wired a 1984 DEC DECwriter IV teletype to Amazon’s Kiro coding agent, explaining in a blog post how he talks to Kiro through the clacking machine — and he’s even deployed AWS infrastructure from it.

“Should this be done? Probably not,” he said. “But is it fun? Absolutely.”

In a demo for GeekWire, we watched the teletype clatter out the agent’s answer to his query, “What is GeekWire?” After a few seconds of hammering, it printed: “Seattle-based tech news site covering Pacific Northwest startups, Amazon, Microsoft and the broader tech industry.”

Not bad for a machine older than its operator.

Mesaros also spent a weekend trying to get stuck in 1999, using a Windows 98 machine as his only computer and documenting it on a VHS camcorder.

“The only window into the future was Kiro,” he said.

While these stunts might sound like elaborate practical jokes, Mesaros believes they serve a vital purpose in the age of AI. In a modern development landscape where tools let programmers “build a to-do app and walk away,” he argues that developers are losing the art of paying attention.

He likes to point out that a 2017 Google paper titled “Attention Is All You Need” helped kick off today’s LLM boom. “Now in 2026, to be a really successful developer,” he said, “attention is all you need.”

“I think being curious and paying attention are the two most important skills for a developer these days because it is so easy not to do those things,” Mesaros said. “And if you want to be relevant, if you want to be good at your job, especially with AI, I think those are the two important things that are critical.”

When he isn’t troubleshooting an obscure serial card data-ready pin or attempting to hook up a military field phone from his native Serbia to an LLM, he balances his digital obsession with analog pursuits. He wrenches on an old Jeep TJ — parked in the driveway because there’s no room in the garage.

He’s not the only tinkerer in the house. His wife is a fashion designer who 3D prints clothing and purses on a farm of printers in one of the upstairs rooms.

“She’s more creative than I am,” he said. “I get to tinker with old things that don’t want to work, and she uses technology to actually make new things.”

When it comes to the tech he lets into his own life, Mesaros is choosy. He wears a classic analog Timex and bought Meta’s smart glasses when they came out — then sold them within a month. “I don’t like the camera on my face,” he said. (He does use a camera-free pair that can display real-time translated subtitles when he travels abroad.)

That same instinct is why he doesn’t see screens going away, even as AI agents take on more work. “We still have the need for control,” he said. “Being able to observe and see, visualize what’s happening is still important.”

Old tech offers something else modern tech rarely does: a slower pace. Computer manuals once took months to produce because they’d stay accurate for years. “Today, if you create a manual that’s printed, it’s going to be valid for a week,” he said.

That’s what makes his garage an antidote to the endless scroll, a place anchored to the glowing screens and clacking keys of computing’s past. The hobby is his “computer away from a computer.”

“I spend my days in the email factory … and then in the afternoon, I just come here and tinker with something ancient that shouldn’t work anymore,” Mesaros said.

Keep scrolling for more GeekWire photos:

Amazon is bringing a new AI-powered camera system to the court as the tech giant gets ready to tip off its second season of basketball coverage on Prime Video.

Called Prime 360, the technology uses an array of high-resolution cameras positioned around the arena to capture plays from multiple angles. Amazon’s proprietary AI models then process the footage to create highlight replays that the company says traditional cameras can’t replicate.

The feature will appear during live games and as an analysis tool on the pregame, halftime and postgame shows for select broadcasts. Amazon said it built the system with a team of producers, engineers and AI scientists, using its in-house AWS Trainium chips.

“Think of it like a video game camera,” Josh Green, an associate producer, said in an Amazon video describing the tech (below).

The cameras are calibrated and synchronized, and their footage is sent to the AWS cloud, where each play is reconstructed as a 3D scene — opening up possibilities beyond a normal replay.

“I want to see this play again, and you could actually fly the camera through the play,” said Wade Wakashige, a director of product. The view gives fans at home “something that the customer in the arena can’t see,” he added.

Introducing Prime 360 🎥

Prime Video's proprietary, AI-powered technology that utilizes an array of high-res cameras around the court and AWS Trainium chips to deliver cinematic highlights you've never seen before! pic.twitter.com/mOlikDb45u

— Sports on Prime (@SportsonPrime) October 14, 2026

Prime Video is also adding a fantasy basketball integration with Yahoo Sports. Viewers who link their accounts will see their fantasy rosters and real-time stats on screen during games. They’ll also get recommendations for live and upcoming games featuring players on their teams.

Amazon debuted “NBA on Prime” last October with a Celtics-Knicks game — reviewed by GeekWire — the first under an 11-year deal that gives the company exclusive rights to select regular-season and playoff games. Bloomberg reported that Amazon is paying about $1.8 billion annually for the rights.

This season, Amazon says it will stream more than 100 regular-season and postseason games. In the playoffs, that includes the Play-In Tournament exclusively, select first- and second-round games, and, for the first time, exclusive coverage of the Eastern Conference Finals.

Several tech-driven extras from the first season are back. Fans can again track their active FanDuel bets during broadcasts, though they still can’t place wagers through Prime Video. The Prime Vision alternate stream returns as well, serving as a testing ground for AI-powered stats and graphics, such as flagging offensive players in position to score, that can graduate to the main broadcast.

The “NBA on Prime” season opener is Oct. 23, with a doubleheader: the defending champion New York Knicks host the Boston Celtics at 4 p.m. PT, followed by the Houston Rockets against the San Antonio Spurs in Austin at 6:30 p.m. PT.

The programming is included with a Prime membership, which costs $139 a year or $14.99 a month. Games stream in English and Spanish on the Prime Video app and the web.

Seattle-area innovators made a strong showing on Time’s 2026 Best Inventions list released Thursday, claiming spots for breakthroughs ranging from a tactile sports tablet for low-vision fans to an ultrasonic chef’s knife.

The annual roundup — featuring 300 innovations, with Apple CEO John Ternus and the new iPhone Duo gracing the cover — includes startups like Yoodli, Tin Can, and OneCourt, alongside major regional hardware operations like SpaceX’s Redmond-based Starlink team and Bellevue’s Valve.

While the main headline focused on Apple’s leadership transition and new flagship hardware, the Pacific Northwest’s outsized presence on this year’s list highlights the region’s growing influence across everything from consumer AI and assistive hardware to outdoor gear.

Among the region’s tech giants, Amazon landed two spots on the list, for both its Amazon Pharmacy Kiosk in the medical category and its voice-directed Proteus warehouse robots in logistics. But Microsoft was shut out entirely, missing a placement in both the main 300 list and special mentions.

“These are creations changing how we live, work, play, and think about what’s possible,” Time’s editor’s wrote, adding that each contender was evaluated on key factors, including originality, efficacy, ambition, and impact.

Here’s a breakdown of regional innovations honored by Time:

OneCourt (Accessibility): Developed a tactile tablet that translates real-time player and ball data into physical vibrations, allowing blind and low-vision fans to track live sports action with their fingertips.

Yoodli (Education): Recognized for its AI platform for human skills, which uses realistic AI roleplays and real-time coaching to help users build and practice workplace communication skills.

Tin Can (Parenting): Earned a spot for its landline-style home phone built specifically for kids, offering a safe way for families to stay connected without screens.

Seattle Ultrasonics C-200 (Food & Drink): Created by Modernist Cuisine alum Scott Heimendinger, this ultrasonic chef’s knife vibrates tens of thousands of times per second to slice effortlessly through food.

SpaceX Starlink V5 (Connectivity): Engineered by SpaceX’s team in Redmond, the newest internet terminal is roughly 35% smaller and 52% lighter than its predecessor, making on-the-go satellite connectivity easier to mount and deploy.

Valve Steam Machine (Entertainment & Gaming): The Bellevue-based gaming giant made the list for its latest hardware push to bring PC gaming into the living room.

NBBJ (Architecture): The legendary Seattle-founded architecture firm was recognized for its design of the Life and Mind Building at the University of Oxford.

Pebblebee Halo (Privacy & Security): Created by the Issaquah-based startup founded by former Boeing engineers, earning a special mention for its latest tracking and safety hardware.

Therm-a-Rest NeoLoft (Outdoors): Honored for its ultra-comfortable sleeping pad, designed under Seattle-based parent company Cascade Designs.

Superfeet ME3D (Sports & Fitness): Selected for its personalized 3D-printed insoles, crafted by the Ferndale, Wash.-based footwear innovation company.

Several other Pacific Northwest companies made the cut. Three Vancouver, B.C., startups earned recognition: Moment Energy for its clean energy storage made from second-life EV batteries, Glüxkind for its AI-powered self-pushing stroller, the Rosa, and Form for its Smart Swim 2 Pro real-time coaching goggles. And in Oregon, Nike secured a spot in apparel for its innovative ACG cooling running shirt.

The Oct. 26 issue of Time goes on sale on Friday.

USAFacts — the nonpartisan civic data initiative founded by former Microsoft CEO Steve Ballmer — is stepping out of its usual spreadsheet-and-report routine and onto the debate stage, launching its first-ever YouTube debate special titled “The American Dream at 250: Data doesn’t argue. They do.”

The 75-minute program pairs conservative commentator and Daily Wire founder Ben Shapiro with progressive author and NYU Stern professor Scott Galloway to hash out escalating cost-of-living pressures and the viability of homeownership — all while tethering their arguments to official government numbers. PBS NewsHour co-anchor Geoff Bennett moderated.

Ballmer steers the effort from the organization’s Fact Desk, leaning into USAFacts’ core mission of grounding national political flashpoints in verified government numbers rather than partisan rhetoric.

“Americans can disagree about the role of government in their lives, but productive debate begins with a shared understanding of the numbers,” USAFacts President Lauren Woodman said in a news release Wednesday, explaining that the project is designed to give the public a common factual baseline to evaluate competing policy choices.

The debate focused on three core economic questions, using federal data as a launching pad:

Capitalism vs. government intervention: The debaters tackled whether free markets or government programs are better equipped to preserve the American Dream and address mounting economic pressures.

The scale of government: They sparred over whether Washington is currently doing too much or too little to intervene in the everyday lives and finances of citizens.

The housing crisis and homeownership: The discussion zeroed in on whether homeownership remains a realistic milestone of the American Dream for younger generations, and whether the government should step in to make housing more attainable.

Founded by Ballmer in 2017 with $10 million of his own money, Bellevue, Wash.-based USAFacts operates like a reporting unit for the public sector, aggregating statistics from over 70 federal sources.

The organization is best known for publishing annual corporate-style “10-K” reports on government revenue and spending, as well as running a data-driven “State of the Union” companion timed to the president’s annual address to Congress.

Watch the full debate below:

Xbox is creating a new team to experiment with technologies that are changing how games are made, ported and played — including some that run counter to how the game industry and its business have traditionally worked.

Microsoft Xbox CEO Asha Sharma announced Xbox Labs on Tuesday in a memo to employees, describing it as “a small group of game makers, engineers and scientists whose job is to turn emerging ideas into things our players and developers can experience.”

The group will be led by Scott Van Vliet, Xbox’s chief technology officer since May. Sharma said the team will build in the open and measure success “by whether more people are playing and creating.”

Sharma pointed to recent examples of games being decompiled and rebuilt to run on hardware they were never designed for, as well as Windows PC games translated to run on Apple Silicon or inside a web browser. She called these “unmistakably good outcomes for players, even when (and sometimes because) they challenge our existing business models.”

The memo never uses the term AI (or SI), but it frames the effort in part around AI agents.

“Coding became the first major workload for agents because they can write, run, and test software,” Sharma wrote. “Games share many of those same properties.” She said people spend more than 72 billion hours a year playing Xbox games, roughly five times the estimated time spent writing code worldwide.

Sharma came to Xbox in February from Microsoft’s CoreAI division. In her first memo as CEO, she said games would be “crafted by humans, and created with the most innovative technology provided by us,” and pledged not to “flood our ecosystem with soulless AI slop.”

In May, she pulled Gaming Copilot from mobile and canceled its console launch, saying Xbox would “retire features that don’t align with where we’re headed.”

Microsoft last month cut 268 roles in Xbox Game Studios and moved work on the next Halo game to Activision. It was the latest round in a reset Sharma announced in July, which called for about 3,200 job cuts by the end of this fiscal year, roughly 20% of the Xbox workforce. The company said at the time that the restructuring was about 75% complete.

Xbox’s priorities aren’t changing, Sharma wrote in her new memo, describing Labs as “a way to explore new technology without abandoning the work already underway.”