130 - When Consumer Behavior Moves Faster Than Your Business Model

AI is reshaping the insights industry faster than anyone expected. This week: a wave of well-funded analytics startups, infrastructure plays that signal where the real value is moving, and consumer behavior shifts that are forcing legacy players to adapt or risk irrelevance.

Karen Lynch and Lenny Murphy break down why today's M&A looks nothing like past cycles, what happens when vendors lean too hard on AI messaging, and which product launches actually matter.