Bloomberg Talks Amazon's Panay Talks New Devices & AI
Sep 30, 2025
Panos Panay, Amazon's Senior Vice President of Devices and Services, shares insights on creating desirable devices that enhance homes. He discusses the importance of custom silicon for smarter Alexa capabilities and how to balance affordability with premium products. Panos emphasizes user control and privacy while unveiling new hardware designed to appeal to younger generations. He also hints at Amazon's ambition to grow its device business into a significant venture, showcasing an interconnected ecosystem with offerings like Echo and Kindle.
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Hardware Built From The Silicon Up
- Amazon built custom silicon and improved sensing (camera, mics, Wi‑Fi) to enable proactive, ambient experiences.
- Panos emphasizes sound quality and attention to detail as core hardware priorities.
Ambient AI Through Conversational Voice
- Alexa Plus is LLM‑backed and designed for conversational, ambient AI interactions across the home.
- Panos says voice allows distraction‑free queries and follow‑through actions like adding calendar items by voice.
Give Customers Full Control Of Data
- Give customers full control over their data with clear opt‑in/opt‑out choices and remembering preferences.
- Panos stresses anonymization and letting users control how their devices behave.