Who in Big Tech Is Ready for Agentic AI?
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 11 March 2026
⏱️ 18 minutes
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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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