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Motley Fool Hidden Gems Investing

Who in Big Tech Is Ready for Agentic AI?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 11 March 2026

⏱️ 18 minutes

🧾️ Download transcript

Summary

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 Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

It's Wednesday, so there must be big AI news in the market.

0:08.7

You're listening to Motley Fool Money.

0:09.8

Welcome to Motley Full Money with the Hidden Gems team. I'm Travis Hohm, joined today by

0:24.5

Lou Whiteman and Rachel Warren. And every tech company that we know is building an AI story.

0:31.2

That's been something that's been happening for quite a while now. But this week,

0:35.2

Amazon actually won a court ruling against perplexity saying

0:38.1

that they can't scrape their website. So the interesting thing here is that you can make an

0:41.9

argument that Google and meta just want to connect companies, consumers with retailers who are

0:49.1

trying to sell them products, but Amazon is a little bit different. So I thought it was worthwhile

0:53.2

to dig into how they're such a different player in the AI space today.

0:56.8

And, you know, Rachel, they want people to go to Amazon.com.

1:02.1

Right.

1:02.6

And they have been the one company that's really been resistant to all these AI companies.

1:08.0

You know, the way that they would look at it is scraping their data and kind of getting that into their system for free.

1:13.8

The big thing is, they generate a ton of money. I think it's over $40 billion now for advertising revenue.

1:20.3

Guess what? AI chatbots don't look at ads. So is this a threat to Amazon? Is this just Amazon trying to play its card as well as it can't?

1:29.9

What's going on with Amazon kind of shoving perplexity to the side?

1:35.1

Yeah. I mean, I think if you look at this court victory, it's obviously a win for the business in the short term.

1:40.0

But I do think it highlights a deeper risk for the business. And I say this as an Amazon, you know, long-term shareholder, but I think you should think about it this way, right?

1:48.0

You know, Amazon's entire flywheel is built on a very specific competitive advantage.

1:52.0

They own the entire commerce journey from that very first search that a shopper might make all the way to the package being delivered to your door.

2:00.0

And they don't just want to sales.

...

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