Filter
Constellation Insights
July 12, 2025

The disconnect between tech euphoria, CFOs is jarring

The view from the C-suite is increasingly gloomy as executives navigate policy, inflation and the economy that's a reality show with two-week story arcs. It's hard to plan when your conditions change every other day. Yet, technology companies--including a few that barely have revenue--live in a world full of unicorns and rainbows.

Constellation Insights
July 6, 2025

AI's boom and the questions few ask

The money being thrown around AI talent and infrastructure is staggering, but the return on investment may be sketchy for longer time frames. What happens if AI demand doesn't deliver triple-digit growth forever?

Updating...