"So now consensus is that we'll see 3 rate drops over 2024. And so that has made a lot of investors really excited about the prospects for this year. Our experts who work in this space are not as bullish. They're not as excited as I'd say, consensus is." - Xavier Smith., Director of E&I Research, AlphaSense In this 'Friday Coffee Talk,' Xavier delves into hot topics and related companies, offering expert perspectives from former employees, customers, suppliers, and others. The discussion includes: ✅ Secular and cyclical trends driving the residential construction sector ✅ The potential rebound of auto sales due to 2024 interest rates ✅ Fossil fuel and energy trends influencing demand in 2024 ✅ How innovations in agricultural technology are affecting farmer adoption Watch now ⤵ go.alpha-sense.com/wod-corpf…

An interview with an $ADYEY customer who recently switched from Stripe. The interview is with the COO, who was also, in his previous roles a decision-maker in choosing payment providers: 1. The reasons why he switched from Stripe to $ADYEY. $MSFT ERP support, store credit cards, third-party gift card program, etc. Pricing-wise, it was not the decision because everyone was willing to match the lowest price. 2. At the expert’s company, they do use $PYPL but not Braintree, as it is not as strong of an offering as Stripe or $ADYEY. 3. Despite everything, $PYPL as a % of their transactions has been growing in the last 3 years. From 5-6% three years ago to 11-10% this year. And where $PYPL has taken, most of the share is from Credit cards. 4. The expert sees a lot more competition in payments than he saw a few years ago. Despite everything, $ADYEY is still number 1 in his view. Follow us for more insights into expert interviews.

Former $GOOGL employee and ad industry expert quantifies in detail the effects of AI that he sees on the ad tech and social media space: 1. In 3-5 years, AI will improve the creative side of ad generation, which he estimates will lead to a CPM tailwind of 6% CAGR for the next 4 years. Within that, he sees the biggest benefit going to smaller advertisers who already don't have big teams making a sizeable number of versions of creatives for one campaign – Generative AI changes that now. 2. The second thing is OpEx savings from AI. Advertisers won’t have to allocate that much budget to financing the team or outside agencies and, with it, create savings that will, in his opinion, a lot go to increase the ad budgets. The expert sees that as another 2-3% CAGR to CPM in the next 3-5 years. 3. The expert sees a big opportunity for ad tech companies to harness chat apps now with Generative AI. The benefits of taking share from a $500B global call center industry and channeling some of that savings to ads present a big opportunity, especially for companies like $META, $SNAP. Follow us for more insights into expert interviews.

Former Regional Manager Believes $ADBE Will Continue to Thrive Thanks to Its Innovative Spirit "They're constantly disrupting the market and innovating. That's what it's all about. You cannot sit on your laurels. That is how Adobe has managed to stay at the forefront for so many years because they're constantly innovating, constantly acquiring, and constantly adapting and improving." Call Summary: 1. In the expert's opinion, Adobe has shifted its selling strategy to avoid silos and sell a comprehensive offering 2. Thinks the company's professional services serve as quality assurance in some cases 3. Believes Adobe's leaders foster a culture of continuous improvement Listen to or read the expert call ⤵️ research.alpha-sense.com?doc…

Is the balance of power among mega-cap tech giants like $AAPL and $MSFT shifting due to the influence of #AI and its potential to reshape business models? Watch this exclusive @StreamRG expert interview featuring Former CEO and Chairman of $GOOGL, Eric Schmidt, and CEO and Chairman of $GS, David Solomon, as they discuss the impact AI is going to have on the mega-cap tech world. Watch the full video: youtu.be/MW9FGwh3wjE

AlphaSense has landed in Singapore! ✈ 🇸🇬 🎉 We are so excited to share that we have expanded our footprint in the #APAC region with the opening of a new office in Singapore. We look forward to better serving existing and new customers in the region, as well as bringing on new AlphaSense team members. Learn more about our investment in APAC here from our President and CRO, Kiva Kolstein and why the region is so crucial to our global strategy! ⬇️ alpha-sense.com/blog/news/al…

The one and only @EricSchmidt, the Former CEO and Chairman of @Google, believes AlphaSense is the one of the most exciting things to come out of the evolution of #AI technology. “What AlphaSense did is it took very special data out of Goldman [Sachs] and made it available to all of their customers in a very powerful way. It made them smarter.” Want to see the rest of the interview? See this exclusive @StreamRG expert interview with Eric and the CEO & Chairman of @GoldmanSachs, David Solomon, as they discuss the biggest questions in AI today. Watch the full video: alpha-sense.com/genai

Expert call transcripts capture the spoken words of industry experts and provide a direct line to their analyses of a specific topic or theme. They offer a unique perspective that can shed light on emerging trends, shifting sentiments, and market opportunities. 🧵

What is the economic potential of #generativeAI? How will #AI reshape the mega-cap tech world, society, and even, geopolitics? Get your burning questions on generative AI answered in this exclusive Stream expert interview featuring two of the biggest titans of the technology and finance industry: @EricSchmidt, Co-Founder of @SchmidtFutures and Former CEO & Chairman of Google, and David Solomon, Chairman and CEO of @GoldmanSachs. Watch this video to get insights on: ✅ The evolution of generative AI for businesses, and the crucial shifts that may take place in the next 5 years ✅ AI regulation and its potential impact across industries and regions ✅ The scalability of large language models, and the risks and benefits across various models Watch now ⤵ alpha-sense.com/resource/web…

Join us for AlphaSense Advantage 2023, our inaugural Market Intelligence Summit. This two-day virtual event offers a unique opportunity to learn firsthand how business analysts, competitive intelligence professionals, business leaders, and executives across the financial services and corporate markets navigate significant challenges in their industry! 📅 October 4 - 5 📍 Virtual | Free to attend #ASAdvantage2023 Save your spot now ⤵️ advantageregistration.alpha-…