The AI/agentification of market research has implications to buy-side too. The easiest thing for a buy-side firm to do, is to build their own AI-driven research platform. It is getting easier to do everyday. Many independent research firms today provide AI dashboards, which is definitely useful. @FundaAI has a good one for example. @DiligenceStack has the Atlas platform, which is also good. But when buy-side firms are already spending millions on research subscriptions, their own datasets are massive, and likely to produce far more insights than any one firm's AI research platform. If the resistance to this agentic world is cultural because investors would rather believe in their spidey-senses instead, they will lose out to the more AI-forward of those who would actually adopt technology. What this also means that differentiated research in the future will come from people who have domain expertise. The ability to process data, numbers, and figures differently from general sell-side research provides an advantage going forward. I believe in this approach for my own firm, SemiExponent, and there are others on Substack also branching out into research with differentiated domain expertise. @damnang2 is a prime example. The world of research is changing, and the question is who chooses to adopt it, and how quickly.