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GeekWire Podcast Field Trip: Starbucks rebounds, Microsoft slides, and Amazon resets

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We start our tour with a banana bread latte: blonde espresso, oat milk, hazelnut syrup, brown sugar syrup, caramel drizzle, and cinnamon. Not on the menu, but exactly the kind of order Starbucks says its new AI companion will handle. (GeekWire Photo / Todd Bishop)

This week on the GeekWire Podcast: We hit the road for a driving tour of the week’s news, making stops at Starbucks, Microsoft, and an Amazon Fresh store in its final days.

First up, Starbucks reports its first U.S. transaction growth in about two years — and announces plans for an AI “ordering companion” that translates cravings and concepts into custom drinks. We taste test a TikTok trend the old-fashioned way, ordering a “banana bread latte” at the drive-through.

The central atrium at Microsoft’s new executive building, the second stop on our tour, as Microsoft reported a big earnings beat and experienced a significant stock decline. (GeekWire Photo / Todd Bishop)

Then we swing by the Microsoft campus after the company beat quarterly earnings expectations but saw its stock drop 12% in a single day. One of the reasons: investor concerns about the company’s exposure to OpenAI, which now accounts for roughly 45% of Microsoft’s contracted future cloud revenue.

The line Thursday outside Amazon Fresh in Seattle’s Central District. (GeekWire Photo / Todd Bishop)

Finally, Amazon is closing all of its Fresh grocery stores and Go convenience stores in the U.S., exiting its homegrown retail formats entirely. We visit a Seattle location during its clearance sale, and find a long line at a store whose original promise was no lines at all.

Upcoming GeekWire Podcast Live Event: Join us from 4 p.m. to 6 p.m. Thursday, Feb 12 at Fremont Brewing in Seattle for a live recording of the GeekWire Podcast with Todd Bishop and John Cook. Register here.

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