Baird analyst Colin Sebastian joins the GeekWire Podcast to discuss Amazon, Google, and Meta’s AI strategies, tech investing trends, and how today’s AI boom compares to the dot-com era.

Amazon, YouTube, and Netflix will be big winners as AI shakes up Hollywood, Morgan Stanley says. Their limited live sports exposure may be an asset.

Similar to Amazon, Coupang has begun in e-commerce and has now taken those resources to build a cloud computing service. Here's why Coupang just became a must-own stock in the technology sector.

Amazon's AI shopping assistant Rufus will train on Hearst and Condé Nast publications as part of a multi-year agreement.

The secret initiative aims to scour the web for product data and images, and use that to improve product listings on Amazon's giant marketplace

Amazon Web Services (AWS) is launching a new marketplace specifically for AI agents on July 15 at its AWS Summit in New York City. This move is a big step for AWS, as it looks to make AI agents, smart programs that can do tasks on their own, more accessible to businesses.

Amazon is considering another multibillion-dollar investment in AI firm Anthropic to strengthen their strategic partnership, the Financial Times reported on Thursday, citing people with knowledge of the talks.

It’s the latest in a string of organized digital attacks as AI bots are increasingly passed off as user profiles.

Meanwhile, tech giants like Amazon and Microsoft are slashing their workforce amid massive spending to build and deploy new AI models.

Shares of Vertiv Holdings, a leader in data-center cooling solutions, were falling Thursday after Amazon.com’s Amazon Web Services announced the development of a new cooling system of its own. Analysts,