At its re:Invent 2025 conference, AWS announced a wave of new AI agent tools. This raises the question: can Amazon actually catch up to the current AI leaders? The cloud giant is making a major bet on enterprise AI, including the launch of a third-generation chip and offering database discounts that excited developers. Despite these moves, Amazon is still fighting to prove it can compete in areas beyond its core infrastructure business.
This week on the Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane explore several key topics. They discuss the potential return on investment for AI agents. They also examine the growing collision between Hollywood and generative AI technology. Finally, they delve into the trend of every company wanting to create their own version of the popular Spotify Wrapped year-end review.

