"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."
Amazon announced a wave of AI agent tools at re:Invent 2025 and emphasized enterprise use cases. The company introduced a third-generation custom chip and offered database discounts that energized developers. The investments aim to accelerate enterprise AI adoption by combining optimized hardware, discounted data services, and developer-focused tooling. Despite the infrastructure push, Amazon still faces uncertainty about competing with AI leaders in end-to-end products and models. Clear customer ROI for AI agents remains a key challenge for adoption. Generative AI developments are creating cultural and legal tensions with content industries like Hollywood. There is broad interest in personalized recap experiences akin to Spotify Wrapped.
Read at TechCrunch
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