This week, Barb Darrow of Fortune and I talk about the first-quarter performance of Amazon Web Services, the bellweather cloud company that might just be a standard by which to measure the health of the tech industry in general. We'll also check in on the progress of the world's biggest merger ever, should it actually happen, and look at the first release from OpenAI, the joint project from Elon Musk and Sam Altman that is trying to compete with the big AI corporate research groups as a mom-and-pop outfit, although those are two very rich parents.