A high-tech call center featuring a seamless blend of human agents and ai-powered robots. the scene is illuminated with neon lights, the advanced technology and modern design elements, emphasizing innovation and efficiency.
A high-tech call center featuring a seamless blend of human agents and ai-powered robots. the scene is illuminated with neon lights, the advanced technology and modern design elements, emphasizing innovation and efficiency.

Podcast | Amazon’s Robotic Revolution

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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:
  • 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.

Disclaimer :

This document was prepared by Montaka Global Pty Ltd (ACN 604 878 533, AFSL: 516 942). The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should read the offer document and consider your own investment objectives, financial situation and particular needs before acting upon this information. All investments contain risk and may lose value. Consider seeking advice from a licensed financial advisor. Past performance is not a reliable indicator of future performance.

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