Who in Big Tech Is Ready for Agentic AI?
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Who in Big Tech Is Ready for Agentic AI?
March 28, 2026 — 09:47 pm EDT
Written by
Motley Fool Staff for
The Motley Fool->
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In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Amazon goes after Perplexity's agents.
- Meta's scattered AI strategy.
- Oracle's earnings.
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A full transcript is below.
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Travis Hoium: It's Wednesday, so there must be big AI news in the market. You're listening to Motley Fool Money. Welcome to Motley Fool Money with the Hidden Gems team. I'm Travis Hoium joined today by Lou Whiteman and Rachel Warren. Every tech company that we know is building an AI story. That's been something that's been happening for quite a while now. But this week, Amazon actually won a court ruling against Perplexity saying that they can't scrape their website. The interesting thing here is that you could make an argument that Google and Meta just want to connect companies, consumers with retailers who are trying to sell them products, but Amazon is a little bit different. I thought it was worthwhile to dig into how there's such a different player in the AI space today. Rachel, they want people to go to amazon.com. They have been the one company that's really been resistant to all these AI companies the way that they would look at it is scraping their data and getting into their system for free. The big thing is, they generate a ton of money. I think it's over $40 billion now from advertising revenue. Guess what? AI chatbots, don't look at ads. Is this a threat to Amazon? Is this just Amazon trying to play its cards as well as it can? What's going on with Amazon shoving Perplexity to the side?
Rachel Warren: I think if you look at this court victory, it's obviously a win for the business in the short term, but I do think it highlights a deeper risk for the business, and I say this is an Amazon, long-term shareholder. But I think you should think about it this way. Amazon's entire flywheel is built on a very specific competitive advantage. 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. They don't just want a sale. As you noted, they want the advertising revenue from the sponsored products that you scroll past as a shopper and the data from every click. By blocking Perplexity from scraping their site, Amazon is essentially trying to protect that storefront experience that makes their ecosystem so profitable. I think the threat here is that AI agents, which we are seeing become smarter and faster and launched left and right. These are Ilas shoppers, so to speak. They're not going to be distracted by the deals that a human shopper would be. They're not going to go and browse through pages and pages of sponsored results, which are actions, by the way, that fuel Amazon's advertising machine. If we live in a world where third party AI becomes the primary shopping interface, there is this concern that that really extensive advertising mode for Amazon could start to dry up. I think that's the extreme bear case. I don't think we're there, but I do think it's clear that Amazon is really fighting to ensure that in a world that could be t