From theBearCave: Gartner stands to lose if AI democratizes research insights, allowing companies to get credible tech recommendations without the hefty Gartner price tag. In essence, AI can hurt these businesses by commoditizing the information and matching services they sell – turning what used to be proprietary or labor-intensive processes into something more automated and widely accessible. 7/6/25
Good catch Violet. The comment/image by Neo this morning about active management having mostly fallen by the wayside, in favor of passive, was interesting. Could active make a comeback? I'm not sure if or how Gartner fits into this thesis. Do active funds use them on the sly? I have money with TIAA_CREF, and not only don't they beat the S&P/Nasdaq indexes, they don't even beat benchmarks that are lower performance than those indexes. These funds never say who they pay for info, only that their fund managers "seek to identify undervalued companies..." which is mostly cover for poor stock picking.
That chart looks pretty bad already; if AI can be trained it will be a killer. Marco Lopez whatever his name is has said only ML has a chance to beat the indexes today. 7/6/25
Gartner stands to lose if AI democratizes research insights, allowing companies to get credible tech recommendations without the hefty Gartner price tag. In essence, AI can hurt these businesses by commoditizing the information and matching services they sell – turning what used to be proprietary or labor-intensive processes into something more automated and widely accessible. 7/6/25