Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Amazon goes after Perplexity’s agents
- Meta’s scattered AI strategy
- Oracle earnings
Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd
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