Amazon, Google, Meta, and the AI long game, with Baird's Colin Sebastian

On this episode of the GeekWire Podcast, we’re joined by Colin Sebastian, senior research analyst at Baird and one of the most respected voices in tech and internet investing. We dive into how Amazon, Google, and Meta are positioning themselves in the AI era — from Amazon’s Alexa+ and infrastructure strategy, to Google’s balancing act between search and generative chatbots, to Meta’s AI talent push.

Colin also shares his take on the broader investment climate, how he separates hype from lasting value, and how AI is reshaping his own research process. Plus, we get his outlook on the next wave in gaming, the signals he’s watching in the data, and how today’s AI boom compares to the dot-com era that marked the start of his career.

See these research disclosures for Colin Sebastian and Baird.

With GeekWire co-founder Todd Bishop. Edited by Curt Milton.

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