Amazon, Google, Meta, and the AI Long Game
Equities
Baird's Colin Sebastian Talks Tech on the GeekWire Podcast
Colin Sebastian, Baird's Senior Research Analyst covering Internet and Interactive Entertainment, was interviewed by GeekWire Co-Founder Todd Bishop in the publication's podcast. The conversation covers Colin's take on the current AI boom, how the companies he covers are leveraging and evolving the technology, how the environment today compares to the dot-com era and how he separates hype from value in the current investment climate.
You can listen to the full discussion on GeekWire's website, via Spotify or Apple.