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Amazon employees demand stoppage of facial recognition contract with law enforcement
Amazon workers have penned a letter to Jeff Bezos calling on the CEO to immediately cancel the access of law enforcement agencies to its Rekognition facial recognition system. The employees’ letter comes on the heels of several Amazon shareholders who have also asked the e-commerce giant to stop selling Rekognition to the police.
As could be seen in the letter to the CEO, Amazon’s employees stated that they do not agree to have their work used for purposes that could target marginalized groups. The letter also cited the United States government’s practice of separating children away from their parents at the border as a key reason why Amazon should cancel its contract with law enforcement agencies. Amazon workers further called for the removal of Palantir, a data-mining company, from the client list of Amazon Web Services (AWS). Palantir, a company founded by Peter Thiel, currently has a contract with ICE and is actively involved in the agency’s deportation and detention programs.
Rekognition is, at its core, an API for deep learning-based analysis to detect, track, and analyze people and objects in videos. In Amazon’s advertisement for the service on YouTube, the company could be seen promoting Rekognition’s facial tracking capabilities such as smart home monitoring, celebrity detection in videos, and more serious applications such as the recognition and tracking of persons of interest. An investigation conducted by the American Civil Liberties Union earlier this year determined that Amazon actively marketed Rekognition to law enforcement officials, citing the software’s advanced face tracking capabilities.
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- A demonstration of the capabilities of Amazon Rekognition. [Credit: Amazon Cloud Services/YouTube]
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- A demonstration of the capabilities of Amazon Rekognition. [Credit: Amazon Cloud Services/YouTube]
The Amazon employees’ initiative against the company’s ties to law enforcement comes on the heels of similar protests in Microsoft and Google. Earlier this year, Google was beset by a brief exodus of workers and employee protests after it was revealed that the company had aided the Pentagon in its AI-driven Project Maven initiative, which uses artificial intelligence to effectively analyze footage from military drones. While Google stated that the work it has done with the Pentagon was mundane, the company ultimately opted not to renew its Project Maven contract, while also announcing new ethics principles to govern its artificial intelligence work.
Microsoft also found itself in hot water last May after it was revealed that the company has a $19.4 million contract with the United States’ Immigration and Customs Enforcement (ICE). In a letter addressed to CEO Satya Nadella, Microsoft employees stated that they “refuse to be complicit” in ICE’s practice of marginalizing select ethnic groups and actively separating families. In a response to its employees’ protests, Microsoft noted that the company only provides non-surveillance services such as mail, calendar, messaging and document management to the government agency.
The Amazon workers’ full letter to Jeff Bezos could be read in full below.
Dear Jeff,
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We are troubled by the recent report from the ACLU exposing our company’s practice of selling AWS Rekognition, a powerful facial recognition technology, to police departments and government agencies. We don’t have to wait to find out how these technologies will be used. We already know that in the midst of historic militarization of police, renewed targeting of Black activists, and the growth of a federal deportation force currently engaged in human rights abuses — this will be another powerful tool for the surveillance state, and ultimately serve to harm the most marginalized. We are not alone in this view: over 40 civil rights organizations signed an open letter in opposition to the governmental use of facial recognition, while over 150,000 individuals signed another petition delivered by the ACLU.
We also know that Palantir runs on AWS. And we know that ICE relies on Palantir to power its detention and deportation programs. Along with much of the world we watched in horror recently as U.S. authorities tore children away from their parents. Since April 19, 2018 the Department of Homeland Security has sent nearly 2,000 children to mass detention centers. This treatment goes against U.N. Refugee Agency guidelines that say children have the right to remain united with their parents, and that asylum-seekers have a legal right to claim asylum. In the face of this immoral U.S. policy, and the U.S.’s increasingly inhumane treatment of refugees and immigrants beyond this specific policy, we are deeply concerned that Amazon is implicated, providing infrastructure and services that enable ICE and DHS.
Technology like ours is playing an increasingly critical role across many sectors of society. What is clear to us is that our development and sales practices have yet to acknowledge the obligation that comes with this. Focusing solely on shareholder value is a race to the bottom, and one that we will not participate in.
We refuse to build the platform that powers ICE, and we refuse to contribute to tools that violate human rights.
As ethically concerned Amazonians, we demand a choice in what we build, and a say in how it is used. We learn from history, and we understand how IBM’s systems were employed in the 1940s to help Hitler. IBM did not take responsibility then, and by the time their role was understood, it was too late. We will not let that happen again. The time to act is now.
We call on you to:
- Stop selling facial recognition services to law enforcement
- Stop providing infrastructure to Palantir and any other Amazon partners who enable ICE.
- Implement strong transparency and accountability measures, that include enumerating which law enforcement agencies and companies supporting law enforcement agencies are using Amazon services, and how.
Our company should not be in the surveillance business; we should not be in the policing business; we should not be in the business of supporting those who monitor and oppress marginalized populations.
Sincerely,
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Amazonians
Here’s Amazon’s advertisement for Rekognition.
https://www.youtube.com/watch?v=SNONL4IecHE
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
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SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
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Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
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Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
