Nothing wants your money, AWS wants your trust, and Spotify wants your data

Equity

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4.2 • 365 Ratings

🗓️ 5 December 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	J.P. Morgan has teams to support you at every stage of your growth. As former founders who have worked in local markets themselves, the bankers at J.P. Morgan bring deep sector knowledge and lived experience to their clients. J.P. Morgan can help you navigate complexity with confidence, backed by real world insights and an entrepreneurial perspective. Get what your startup needs now at JPMorgan.com slash grow without limits.
0:24.3	JPMorgan is the Bank of the Innovation Economy.
0:27.6	Hello and welcome back to Equity TechCrunch's podcast about the business of startups.
0:33.0	Today is Friday, December 5th.
0:35.3	I had to check on that one.
0:36.6	I'm Kirsten Koresek,
0:37.7	Transportation Editor here at TechCrunch, and I'm joined by Anthony Ha and Sean O'Kane.
0:43.5	I want to throw to you, Anthony, because I feel like you'll have something to say about
0:48.7	James Cameron and his views on Genitive AI.
0:51.7	Yeah, I was excited to talk about this because actually an old colleague of mine described
0:56.4	this as an extremely Anthony Ha coded story.
0:59.2	You know, there's a new Avatar movie coming out later this month.
1:01.8	James Cameron is going to do PR for that.
1:03.7	He did a segment with CBS Sunday morning.
1:05.8	And one of the things he seems to be sort of at pains to emphasize is the idea that obviously
1:10.5	we think of the Avatar movies
1:12.1	is super kind of tech-heavy computer-generated, but he really wants people to understand
1:16.1	this is not generative AI. He said generative AI is horrifying and that the technology they use,
1:22.1	which is called performance capture, motion capture, he sees that as really the opposite of generative AI.
1:28.7	Because it's still about a real actor, giving a real performance, even though there's sort
1:31.9	of digital artists in between who then translated that into a character.
1:36.2	That I think to him, that's very distinct.
	...

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