---
title: Shopify takes aim at Salesforce
---

| 7 tech M&A predictions. The customer's always right. Big tech's India bet.   View in browser March 29, 2025 Hi there,   Here are this week's top research briefs. ICYMI   Shopify’s next move: How the e-commerce giant is evolving into a full-stack platform for commerce and media Shopify is positioning itself as the go-to infrastructure layer for global commerce — challenging incumbents like Salesforce and Adobe. We examine how its recent partnerships, acquisitions, and product expansions reflect near- and long-term strategic priorities. 7 tech M&A predictions for 2025 AI will be the driving force behind tech M&A deals in 2025. From AI agent consolidation to big tech’s next battlefield, we highlight 7 areas where we expect to see deals this year. The future of the customer journey: AI agents take control of the buying process We share 3 predictions for how generative AI and agentic commerce will transform the experience across the 5 stages of the customer journey. We spoke to 40+ customers of AI agents — here’s where the tech is falling short Across CB Insights' buyer interviews, AI agent customers repeatedly point to 3 major pain points: reliability, integration headaches, and lack of differentiation. Customer-Exclusive Research   AI in clinical trials: How the tech is serving pharma’s riskiest bet From deal activity to top investors, we analyze the shifting landscape for AI in clinical trials to determine how the tech is transforming drug development for the better. Global AI race heats up in India with unprecedented hiring spree We break down the rise of India’s AI sector across headcount growth, big tech investment, and VC deal activity. Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI We mined Nvidia's acquisitions, investments, and partnerships since Q2’23 to discern the company's strategic priorities. Have a great weekend.   I love you.     Anand @asanwal Co-Founder & Exec Chair   P.S. Tariffs are shaking up global markets. Join us on April 17 for a briefing on how shifting trade policy is impacting tech, venture, and sectors from industrials to retail. Save your spot. Get started with CB Insights Start your free trial CB Insights' emerging technology insights platform provides all the analysis and data from this newsletter. Our data is the easiest way to discover and respond to emerging tech.  Was this email forwarded to you? Sign up here Copyright © 2025 CB Insights, All rights reserved. 498 7th Avenue, NY, CB Insights, New York,10018 About Us \| Update Preferences \| Research \| Newsletter |
| --- |