Media Coverage

Forbes: An article about how Carvana is leveraging technology to create seamless customer experiences cites insights from Principal Analyst Audrey Chee-Read and VP, Principal Analyst Dipanjan Chatterjee. Both describe how brands that innovate in categories with high friction have an opportunity to increase customer trust and remove friction inherent in journeys like car buying. Read [...]

Financial Times: In this article highlighting co-founder Jack Ma’s strategic turnaround of Alibaba, VP, Principal Analyst Charlie Dai discusses how the company’s robust cloud and AI capabilities are securing the Chinese tech giant’s long term-lead within the competitive AI race. Read the full article here. Read more from Charlie here.

Financial Times: An article about Chinese tech giant Alibaba establishing a lead in the competitive AI sector features insights from VP, Principal Analyst Charlie Dai, who describes how the current race among companies when it comes to LLMs represents “a marathon.” Read the full article here. Read more from Thomas here.

Business Insider: VP, Principal Analyst Jay Pattisall shares his thoughts about how X is threatening the solvency of the advertising industry by threatening lawsuits. Read the full article here. Read more from Jay here.

BBC: VP, Principal Analyst Thomas Husson discusses the impact of Amazon unveiling Alexa+, an updated version of its virtual assistant with genAI features. Read the full article here. Read more from Thomas here.

Forbes: Principal Analyst Karen Tran discusses the hidden threat CMOs can’t ignore — deepfakes. Read the full article here. Read more from Karen here.

Fortune: Per Nvidia’s recent earnings, Senior Analyst Alvin Nguyen describes how DeepSeek should not have an immediate impact on Nvidia since demand for their GPUs exceeds their ability to supply. Longer-term, this will allow competitors like AMD and Intel to gain a foothold in the lower end of the AI infrastructure market, he adds. Read the full [...]

CNBC: In a video interview, VP, Principal Analyst Sucharita Kodali discusses tariff risks for US companies, focusing on Walmart’s and Amazon’s varying exposures Read the full article here. Read more from Sucharita here.

Financial Times: An article about Alibaba’s revenue growth per China’s AI spending boom features insights from VP, Principal Analyst Charlie Dai, who describes how tech leaders with strong research and development resources like Alibaba, Baidu, Tencent, and Huawei “will all benefit from the expanding market adoption of AI.” Read the full article here. Read more from Charlie [...]

Fortune: Senior Analyst Rowan Curran addresses how OpenAI’s focus on improving the performance of its models as a way to attract business customers is concerning given that OpenAI’s leadership in models versus open source competition like DeepSeek is shrinking, specifically in cases when using the highest-quality models isn’t necessary. Read the full article here. Read more [...]

Daily Mail: Ahead of the AI Action Summit taking place in Paris this week, VP,  Principal Analyst Thomas Husson talks about how the summit offers a key opportunity for leaders to debate the impacts of AI on society, political institutions, and the environment. Read the full article here. Read more from Thomas here.

Fortune: Following Uber’s recent earnings, VP, Principal Analyst Paul Miller talks about the company’s partnerships with a growing set of companies building pieces of the autonomous vehicle technology stack, in the hope that it will be able to grow quickly when the technology, regulators, and customers are collectively ready. Read the full article here. Read more from Paul [...]

The Guardian: VP, Principal Analyst Mike Gualtieri reveals how the launch of DeepSeek will not only increase the number of startups that can create their own AI models, but also accelerate bigger US tech players’ own AI development. Read the full article here. Read more from Mike here.

The Independent: Forrester analysts share their concerns about DeepSeek’s privacy policy as millions of users experiment and upload sensitive information to the app. Read the full article here. Read more from Forrester here.

Associated Press: Following Netflix’s latest earnings, VP, Research Director Mike Proulx describes how live programming is quickly becoming Netflix’s secret ingredient that is helping to widen its lead over its streaming rivals. Read the full article here. Read more from Mike here.

Mint: In an article tackling the challenges faced by India’s biggest IT providers, VP, Research Director Ashutosh Sharma explains that clients’ preference for shorter deal tenures over long-term business plans stems from worries about economic uncertainty and the ongoing technology transition towards AI. Read the full article here. Read more from Ashutosh here.

Associated Press: Following the Supreme Court’s decision regarding a US TikTok ban, Principal Analyst Kelsey Chickering describes how this development serves as a reminder to the creator community that social media platforms can come and go. Read the full article here. Read more from Kelsey here.

FT Adviser: In this byline article, Principal Analyst John Bratincevic discusses the importance of low-code and citizen development that experiments with genAI and delivers AI-infused applications in the financial services sector. Read the full article here. Read more from John here.

USA Today: As Disney and streaming provider FuboTV announce plans to merge their online live TV businesses, VP, Research Director Mike Proulx shares how more deals like these can be expected in 2025 as television’s distribution model shifts to be primarily online. Read the full article here. Read more from Mike here.