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Ideology vs. Infrastructure Reality

Ideology vs. Infrastructure Reality

The Fleet Electrification Experiment Playing Out in Real Time

Rebecca Rodseth
Rebecca Rodseth
The Blueprint for a Smarter Future

The Blueprint for a Smarter Future

AI's Role in Construction

Rebecca Rodseth
Rebecca Rodseth
Voice Agents 2.0

Voice Agents 2.0

From “Sounds Human” to “Thinks Human”

Emma Rowand
Scott Watson
Emma Rowand, +1
AI bubble signals intensifying

AI bubble signals intensifying

or one company’s strategic gambit? Our view on circular transactions

Jono Vickery
Jono Vickery
The End of &num=100: Is Google Fortifying its Ecosystem?

The End of &num=100: Is Google Fortifying its Ecosystem?

Insights from our Research Desk

Emma Rowand
Emma Rowand
Open Source Generative AI

Open Source Generative AI

From OpenAI to open source AI: how it unbundles the AI stack

Jono Vickery
Jono Vickery
Enterprise Search Is Entering a New Era

Enterprise Search Is Entering a New Era

A shift to systems of intelligence

Rebecca Rodseth
Teddy Cohen
Marc Wu
Rebecca Rodseth, +2
A Five-Part Series: The Playbook for Winning in Market Consolidation

A Five-Part Series: The Playbook for Winning in Market Consolidation

Part V: The New Mandate: A Research-Led Approach for a Rational Market

Scott Watson
Scott Watson
A Five-Part Series: The Playbook for Winning in Market Consolidation

A Five-Part Series: The Playbook for Winning in Market Consolidation

Part IV: The Durable Moat: An AI Founder's Playbook for Winning

Scott Watson
Scott Watson
A Five-Part Series: The Playbook for Winning in Market Consolidation

A Five-Part Series: The Playbook for Winning in Market Consolidation

Part III: The Filtration: Why a Rational Market Is a Founder's Greatest Opportunity

Scott Watson
Scott Watson
A Five-Part Series: The Playbook for Winning in Market Consolidation

A Five-Part Series: The Playbook for Winning in Market Consolidation

Part II: Does the House Always Win? Inside the Tech Giants' AI “Gravity Wells”

Scott Watson
Scott Watson
A Five-Part Series: The Playbook for Winning in Market Consolidation

A Five-Part Series: The Playbook for Winning in Market Consolidation

Insights from our Research Desk

Scott Watson
Scott Watson
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