In this episode of Montaka’s Spotlight Series, Andy sits down with Amit Nath to explore the seismic shift AI agents are bringing to the global workforce. From redefining productivity to unlocking $3.7 trillion in annual labor savings, they break down how businesses like Salesforce, ServiceNow, and Google are leading the charge—and why this is just the beginning.
Key Timestamps & Topics Covered:

• 00:01:14 – What’s an AI agent? How it differs from ChatGPT.

• 00:05:13 – Real-world use cases: Salesforce, OpenTable, and Google’s AI-generated code.

• 00:11:59 – The $3.7 trillion global labor opportunity (and who captures it).

• 00:15:24 – Why data-rich platforms (like ServiceNow) have a moat.

• 00:22:21 – The shift from "seat-based" to value-based pricing in AI.

• 00:25:02 – Will AI create societal disruption? The upside for businesses.

#AIAgents #FutureOfWork #Productivity #Investing #AIRevolution #TechTrends #MontakaInsights #Technology #Insights #AndrewMacken #AmitNath #MontakaGlobal

In this episode of the Spotlight Series, Andy and Lachy unpack Amazon’s hidden flywheel: its robotics revolution. From 5-story fulfillment centers the size of 55 football fields to AI-powered sorting and packing, they explore:

• How thousands of robots are replacing human roles—safely, efficiently, and at scale.

• Why lower "cost to serve" (25% savings!) translates to faster, cheaper deliveries for customers.

• The self-reinforcing loop of AI, data, and automation—creating a flywheel within a flywheel.

• Long-term implications: autonomous trucks, drones, and last-mile robots that could redefine retail.

A must-listen for investors, tech enthusiasts, and anyone curious about the future of e-commerce.

#Amazon #Robotics #AI #SupplyChain #Innovation #Logistics #Flywheel #Investing #TechTrends #FutureOfWork

In this episode of the Montaka Spotlight Podcast, Chris and Andy dive into the complexities of market valuations, focusing on why some of the world’s most advantaged companies may appear overvalued at first glance but are actually reasonably priced when you dig deeper. They discuss three key distortions—R&D spending, capital intensity, and cyclicality—that impact valuation multiples and explain why businesses like Meta, Amazon, and Blackstone are still compelling investments despite their seemingly high P/E ratios.

#InvestingInsights #MarketValuations #R&DSpending #CapitalIntensity #Cyclicality #StockMarket #Montaka #DeepSeek #Meta #Amazon #Blackstone