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Constellation Insights
January 4, 2025

2025 in preview: 10 themes in enterprise technology to watch

GenAI will fade in 2025 as a core topic as we get off the treadmill that is large language model innovation and start looking at returns. With agentic AI all the rage going into 2025, it’s safe to say it’ll be a key theme for at least the first half, but like every technology development disillusionment isn’t far behind.

Blog
January 3, 2025

News Analysis: Tesla's Delivery Numbers Drop For The First Time Ever

Tesla reported production and delivery numbers and missed analysts estimates of 504,770 units delivered versus 495,570 estimated for the fourth quarter of 2024.  This was the first ever drop in delivery numbers reported by the EV pioneer. While 9200 may not seem like a lot, the market perception of demand based on delivery numbers led to a 7% drop in stock price for the first day of trading in 2025.