GeekWire Amazon, Google, Meta, and the AI long game, with Baird's Colin Sebastian
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Jul 12, 2025 Colin Sebastian, a senior research analyst at Baird, shares his insights on the tech giants navigating the AI landscape. He discusses Amazon's Alexa enhancements, Google's balance between search and chatbots, and Meta's aggressive AI recruitment. Colin analyzes the current investment climate, contrasting it with the dot-com era, and predicts the next wave in gaming. He emphasizes how AI is transforming research processes, earnings calls, and the entire tech ecosystem.
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Generative AI vs. Dot-Com Era
- The generative AI era shows more sober valuations compared to the dot-com boom hype.
- Traditional tech companies and chipmakers appear as near-term AI winners, leading to a healthier investment landscape.
Amazon's AI Strategy
- Amazon may retain a major role in AI via e-commerce despite Alexa's challenges.
- Their AI apps could revitalize Alexa, but device integration lags competitors like Google and OpenAI.
AI Infrastructure Investment
- Cloud infrastructure investments are long-term, with anticipated ROI over 5-10 years.
- Corporations overwhelmingly expect to increase generative AI spending, signaling strong future adoption.