$191 billion.

That's how much we've tracked being wiped from nine of the world's leading IT services firms in just twelve months.

The market is moving that fast. Analyst research isn't.

For 14 years I've watched this industry from nearly every seat: analyst, advisor, AR leader, operator. And one thing has become impossible to ignore: the analyst model has stopped keeping pace with the market it exists to explain.

Research still runs on 6–9-month cycles, built for a slower world. AI is reshaping demand, delivery, talent and valuations in real time. By the time the report lands, the market has already moved on.

So at the start of this year, Malcolm Frank and I asked a simple question:

What would an analyst firm look like if you built it from scratch today?

That conversation became AnalystGenius, the first AI-native industry analyst, intelligence and advisory firm, built for the technology services market.

Today, I'm proud to share that I've stepped in as CEO.

Through the build, we've shown AnalystGenius to leaders at 11 major GSIs and beyond — executives, AR teams, financiers, strategists and go-to-market leaders. The feedback has been strikingly consistent.

Not just because we use AI, but because we answer the questions leaders are actually wrestling with every day:

• What is really happening in my market, right now?
• How are competitors moving?
• Where is AI creating genuine opportunity — and real disruption?
• What should we decide today, rather than six months from now?

AnalystGenius brings together real-time intelligence, primary research, competitive benchmarking and the judgement of people who've spent their careers in this market.

The AI makes us fast. The humans make us right.

We're independent, and we're only at the beginning, but seeing it live after months of work is a genuinely proud moment.

Our 2026–2027 research agenda lands shortly. It's pointed. More soon.

Thank you to Malcolm, our team, our advisors, and everyone who challenged our thinking and helped shape what this has become.

The conversation started at the beginning of the year.

Today, it's reality.