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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.

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