7 tech M&A predictions.

The customer's always right.

Big tech's India bet.

 

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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.

shopify strategy map-1

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.

TechMAPredictionsSocialGraphic

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.

ai agents take control of every stage 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.

ai agent market map feature image

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.

AI-in-Clinical-Development_Overview-1

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.

indias ai sector

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.

Nvidia-SM-062024-FI-4

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.

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