The amount of bugs popping up in AI-generated code is reaching the loose Sour Patch Kids under a camper’s bunk level. Amazon’s e-commerce senior VP, Dave Treadwell, called an all-hands for engineers at the company yesterday to address the growing frequency of outages, some of which can be traced back to code developed by generative AI, according to the Financial Times.

Treadwell urged e-commerce engineers to attend this week’s (normally optional) meeting, noting that the “availability of the site and related infrastructure has not been good recently.”

• Last week, Amazon’s store malfunctioned for a few hours, which the company attributed to “a software code deployment.”
• And Amazon’s cloud services unit, AWS, had at least two large outages recently related to AI coding assistants. In December, the company’s cost calculator was down for 13 hours when Kiro, its AI coding tool, tried to change the code, and delete and remake the entire system.

Though Amazon downplayed the meeting as routine in comments to the FT, the paper reported that Treadwell told employees that senior engineers will now need to sign off on AI-assisted changes made by junior and mid-level engineers.

It’s not just Amazon

Vibe-coding, in which developers simply tell AI what they need and sit back, is on the rise. Anthropic released Claude Code in February last year and passed $1 billion in annualized recurring revenue by November. Other tech giants have put out rival coding programs to try and snag those enterprise accounts. But while AI might code faster…it’s usually a lot messier: A report last year from software company CodeRabbit found that out of 470 pull requests (engineer speak for bug fixes or changes in code), AI code had 1.7 times more issues than human code.

An expensive solution. Anthropic rolled out a review tool yesterday in Claude Code to (hopefully) catch those vibe-coded mistakes—but with each pull request costing up to $25, it may get pricey fast.—MM

Iran war continues to intensify. Defense Secretary Pete Hegseth said yesterday morning that it would be “our most intense day of strikes inside Iran.” Meanwhile, concerns have grown about Iran placing mines in the Strait of Hormuz, through which one-fifth of the world’s oil typically travels. The US military said it had destroyed 16 Iranian mine-laying vessels. Saudi Aramco said there would be “catastrophic consequences” for the oil market if the strait remains blocked. The US also revealed that 140 troops have been wounded in the war, 8 severely.

Oracle’s earnings show AI bets beginning to pay off. The software company reassured investors wary of the debt it’s taken on to create AI data centers, reporting better-than-expected quarterly cloud revenue and rosy future projections. Overall revenue increased 22% year over year in the quarter that ended on Feb. 28, and revenue in the infrastructure business was up 84%. The company also raised its fiscal 2027 revenue forecast to $90 billion. Co-founder Larry Ellison brushed off concerns about AI eating into the software business on a call with analysts, saying Oracle makes these tools, so “we think the SaaS apocalypse applies to others but not to us.” The stock rose nearly 9% in after-hours trading.

Exxon Mobil plans to ditch New Jersey for Texas after 144 years. North America’s biggest oil company said in a regulatory filing yesterday that it wants to move its legal home from the land of Taylor Ham—where it’s been based since 1882 (though it was Standard Oil back then)—to Texas, where it already has a physical headquarters. If it completes the move, it’ll join a cluster of companies reincorporating in Texas in search of a more business-friendly environment. The filing said the move would protect the company and its directors from “future frivolous litigation.” Shareholders will vote on the move in May.—AR

Fabletics, the popular provider of joggers, hoodies, and sports bras to fitness enthusiasts and people that work from home, is launching its first-ever line of denim wear for men and women tomorrow as consumers move away from athleisure.

As hybrid/remote work declines, consumers are showing a preference for wearing jeans to in-person meetings as opposed to leggings for Zoom calls. It’s part of why growth in the athleisure market is slowing, according to market research company Euromonitor International:

• The sports apparel market is projected to grow 2.3% from 2025 to 2026, down from 3.1% between 2023 and 2024.
• The denim market is predicted to rise 2.1% this year and has increased by a whopping 28% since 2020.

Joining the campaign: Last year, American Eagle, Gap, and Levi triggered the so-called denim wars with aggressive campaigns that starred Sydney Sweeney, Beyoncé, and Taylor Swift’s fiance. Despite being no stranger to famous collaborators, Fabletics has eschewed a celebrity spokesperson for the new collection, instead banking on two years of development that included customer feedback.

However…when Nike similarly expanded away from its core sports gear into lifestyle clothing at the start of the decade, it briefly led to growth but ultimately declined in market share, which the company is still trying to recover.—DL

The moon might soon have a corporate competitor. Startup Reflect Orbital plans to launch low-orbit satellites with giant mirrors shining sunbeams down to earth at night, which it says could power solar panels, reduce seasonal depression, and illuminate city streets or rescue sites.

The California-based company is currently waiting for a regulatory greenlight from the FCC, with the public having the opportunity to comment until next week. If it wins approval, Reflect Orbital might launch a test satellite as soon as this summer. By 2030, it aims to have 5,000 mirrored satellites delivering nocturnal sunlight to specific miles-long areas for paying customers like solar farms.

Darkness defenders

But there’s much daylight between the company and its critics—many of whom warn the glow would reach beyond targeted areas:

• Astronomers say the mirrors would exacerbate light pollution, inhibiting professional stargazing.
• Wildlife experts worry a sunlit night could disorient animals.
• Others say the mirrors might disrupt human sleep or create light flashes with the potential to blind pilots.

Some skeptics argue the vision is a pie in the sky since the reflected sunlight won’t be enough to power solar panels.

But…one astronomer told the New York Times the concept might be better suited for solar power on the moon, which has two-week-long nights and no atmosphere to dilute the sunbeams.—SK

GLP-1 users might not be a group you’d expect to propel sales of little sweet treats, but Swiss chocolatier Lindt says its sales are rising faster in the US among people who take the weight loss drugs than the rest of the population. According to the company:

• Sales of premium chocolate in the US last year jumped 17% among GLP-1 users, and just 6.5% among everyone else.
• An internal study based on data from Circana found 15% of US households use the drugs, accounting for 17.5% of chocolate sales.

That the chocolate bunny maker’s sales hopped up among the GLP-1 crowd defies predictions that the confection industry would take a hit from the drugs’ rising popularity—though other snack sales have shown a GLP-1-related decrease. Lindt’s CEO chalked up demand to consumers still wanting small, premium indulgences. Reuters reports that GLP-1 use has also been a boon to spice and sauce makers, which are attracting M&A interest as diners seek out a flavor pop rather than processed eats or high-volume munchies.—AR