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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Click below to listen. Alternatively, click on this link: https://podcasters.spotify.com/pod/show/montaka
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:
Key Timestamps & Topics Covered:
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00:01:14 – What’s an AI agent? How it differs from ChatGPT.
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00:05:13 – Real-world use cases: Salesforce, OpenTable, and Google’s AI-generated code.
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00:11:59 – The $3.7 trillion global labor opportunity (and who captures it).
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00:15:24 – Why data-rich platforms (like ServiceNow) have a moat.
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00:22:21 – The shift from “seat-based” to value-based pricing in AI.
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00:25:02 – Will AI create societal disruption? The upside for businesses.
