Can Amazon catch up on frontier AI?

AWS announced a wave of new AI agent tools at re:Invent 2025, but can Amazon actually catch up to the AI leaders? While the cloud giant is betting big on enterprise AI with its third-gen chip and database discounts that got developers cheering, it's still fighting to prove it can compete beyond infrastructure. 

This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into the ROI on AI agents, plus the collision course between Hollywood and generative AI, and why everyone wants their own version of Spotify Wrapped. 

Listen to the full episode to hear about: 

• Why Hollywood filmmakers are drawing hard lines between performance capture and AI, and another spiked attempt at AI regulation 

• Nothing's $5 million community funding round and whether letting consumers invest is genuine community-building or just IPO hype 

• Autolane's $7.4 million raise to build "air traffic control for robotaxis" 

• Wrapped battles from Spotify, YouTube, and others chasing their viral moment 

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 

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