LikeFolio Weekly Roundup: The Moats Are Getting Wider

This week’s roundup is really about one thing: infrastructure is becoming the story again. Amazon (AMZN) is turning logistics into a profit machine.

Google (GOOGL) is quietly cementing itself as one of the biggest winners of the AI buildout.

Tesla (TSLA) keeps extending its real-world autonomy lead.

And emerging players in robotics and voice AI are starting to bring automation into the physical world in ways that actually matter.

Let’s dig in!

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Amazon’s (AMZN) Next AWS Moment?

This week, Amazon flipped one of Wall Street’s biggest assumptions on its head.

For years, investors treated Amazon’s $130 billion logistics network like an expensive necessity. Warehouses. Cargo planes. Delivery vans. A giant machine built to support retail margins. Now Amazon is opening that machine to the outside world – and turning it into a profit engine.

Big brands like Procter & Gamble (PG), 3M (MMM), and American Eagle (AEO) can now plug directly into Amazon’s freight, warehousing, fulfillment, and delivery network. That matters because Amazon already ships 6.7 billion packages a year – more than UPS (UPS) or FedEx (FDX) individually.

This isn’t just another side business. It’s Amazon repeating a pattern we’ve seen before: build massive infrastructure first, monetize it later. AWS followed that playbook. Advertising did too.

The ripple effects go far beyond Amazon. Some companies just gained a powerful new advantage. Others may have lost their moat overnight. We break down the losers – and the one position we believe could benefit most – in this update.

The market still views Amazon as an e-commerce giant. Increasingly, it looks more like the operating system underneath modern commerce.

Google (GOOGL) Hits ATHs, Locks in $200B

This week, reports surfaced that Anthropic committed to spend $200 billion on Google Cloud and Google’s AI chips over the next five years. That’s not a typo. And it tells us something important: the companies building the world’s most powerful AI models increasingly need Google’s infrastructure to survive.

The market still talks about Nvidia (NVDA) as the AI kingmaker. But Google quietly built one of the most valuable positions in the entire AI stack – chips, cloud capacity, data centers, distribution, and consumer reach. Now we’re watching that advantage turn into massive long-term revenue commitments.

Last week, Google revealed its cloud backlog had doubled to $462 billion. If reports are accurate, the Anthropic deal alone could account for more than 40% of that committed demand.

Even more important, this deal strengthens the bullish case we’ve outlined for months: AI isn’t just boosting Google Search. It’s transforming Google Cloud into a cash machine tied directly to the explosive growth of generative AI.

We bought the high on GOOGL – and we’re glad we did.

The stock continues to hit new highs. GOOGL is now neck and neck with NVDA as the largest company in the world. And this news gives us another strong signal that enterprise AI spending remains in full acceleration mode.

Bitcoin (BTC) Clears $80K

Bitcoin is holding back above $80,000. And this move looks different.

For years, crypto bulls waited for Washington to stop fighting the industry and finally write real rules. Now that moment may be here.

The long-stalled CLARITY Act suddenly has momentum again after lawmakers reached a compromise on stablecoin yield rules – and the market noticed fast. Bitcoin climbed 19% over the past month, nearly doubling the S&P 500’s gain.

We’ve said for years that Bitcoin’s biggest gains would come after institutions, regulators, and Wall Street finally built the rails for mainstream adoption. That process is happening in real time now.

Tesla’s (TSLA) 10 Billion-Mile Lead

Tesla just put up another strong month in China. Deliveries of China-made Model 3 and Model Y vehicles jumped 36% year over year in April to nearly 80,000 units – Tesla’s sixth straight monthly gain.

This marks a sharp turnaround after a brutal stretch of market share pressure from lower-cost Chinese EV rivals.

Remember that China is still the center of the global EV fight. If Tesla can stabilize demand there while competitors slash prices, it says the brand still carries real weight with consumers.

The latest Tesla safety data shows that drivers have now logged more than 10 billion miles on FSD Supervised with 7x fewer major collisions than the U.S. average.

The company still has a massive advantage over traditional automakers.

Every mile feeds Tesla’s AI engine. Every mile helps train autonomy faster. No competitor comes close to this real-world driving dataset.

Meanwhile, the new Model Y L just earned a 5-star ANCAP safety rating. Safety still matters enormously for family buyers, especially in overseas markets where Tesla wants to keep expanding.

Regulators may continue slowing FSD approvals in China and Europe. But the long-term thesis remains intact: Tesla keeps widening the gap in AI, autonomy, and real-world driving data.

Trend Watch: Richtech (RR) and SoundHound (SOUN) Bring Robots to Life

Most restaurant robots today feel like vending machines with wheels.

Richtech Robotics and SoundHound AI want to change that.

Richtech’s robots can already pour drinks, make noodles, and handle repetitive work inside restaurants. But adding SoundHound’s voice AI changes the experience completely. Now customers can speak naturally to a robot, place an order in real time, and watch the machine fulfill it on the spot.

That may sound simple.

It’s not.

This is the missing link between flashy robotics demos and real-world adoption at scale.

Restaurants don’t just need automation. They need automation customers actually enjoy using. A robot that can “hear,” respond, upsell, answer questions, and keep the interaction flowing feels far more human than a touchscreen kiosk.

That opens the door to something much bigger.

Think airports. Stadiums. Casinos. Hotels. Cruise ships. College campuses.

Anywhere labor costs keep climbing and businesses need faster service without sacrificing customer experience.

For RR, this pushes the company beyond pure hardware. Hardware alone is tough to scale. Margins get squeezed. Competition rises quickly. But layering recurring AI subscriptions and Robotics-as-a-Service onto the platform could create a much stickier business model over time.

And for SOUN, this expands the company’s reach far beyond drive-thrus and call centers.

Voice AI becomes the operating system for physical commerce.

Every robot, kiosk, or automated service station becomes another endpoint powered by SoundHound’s conversational engine.

That’s the long-term opportunity investors need to watch.

Not just robots serving drinks at a trade show.

An entirely new service layer where AI doesn’t live on your phone screen anymore – it lives in the physical world around you.