Colin Sebastian
Senior research analyst at Baird, focusing on internet platforms, digital media, e-commerce, and interactive entertainment. He covers companies including Amazon, Google, and Meta.
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Jul 12, 2025 • 41min
Amazon, Google, Meta, and the AI long game, with Baird's Colin Sebastian
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.
