Voice AI, à la carte.

Shopify stacks up.

India's headcount growth.

 

 

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April 5, 2025

Hi there,

 

Here are this week's top research briefs.

ICYMI

 

State of Venture Q1’25 Report

AI grabs 1 in 5 venture deals. Early-stage deal sizes balloon. Billion-dollar M&A deals sweep the tech landscape. Here’s everything you need to know about VC.

frothiest startup funding market

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

Voice AI’s sweet spot: ordering fries with that

Fast-food restaurants are becoming proving grounds for conversational AI's next evolution. We break down the rapid growth of the voice AI market — as well as remaining hurdles to adoption.

Voice-AI-funding 2024
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

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

What’s next for AI agents? 4 trends to watch in 2025

From increasing specialization to rising infrastructure markets, here’s where the opportunities lie across the AI agent landscape.

ai agent arms race-1

Have a great weekend.

 

I love you. 

 

 Anand

@asanwal

Co-Founder & Exec Chair

 

P.S. The future of AI is being written right now. Join us on April 24 for a deep dive into the 100 most promising AI startups of 2025. Save your spot.

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