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AlphaSummit 2025 - Keynote with Jack Kokko

October 7, 2025
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AI Bubble Risk, Shifting Alliances, and the Frontier Model Race: What’s Really Changing?

In the fifth installment of the AlphaSense and Morgan Stanley Quarterly AI Update, we tackle three pivotal developments shaping the AI ecosystem today.
Webinars & VideosOn-Demand
Headshots of Sarah Hoffman (Director of AI Thought Leadership) and Keith Weiss (Head of US Software Research) for AlphaSense x Morgan Stanley.

Coupang’s Global Playbook: Scaling Beyond Korea in Mature Markets

Join Drew Cohen (Speedwell) and Gunjan Bhartia (ex-Coupang VP) to uncover Coupang’s expansion plans and the risks investors are overlooking.
Webinars & VideosOn-Demand
Drew Cohen, Founder of Speedwell Research, and Gunjan Bhartia, Former VP - Ecommerce Finance at Coupang, featured on an AlphaSense branded slide.

Economic Outlook 2026: Trends, Risks, and Strategic Opportunities

Join us with BoA Securities for a forward-looking analysis of the key economic forces shaping 2026.
Webinars & VideosOn-Demand
Stephen Juneau (US Economist, BofA Securities) and Ed Moya (Market Intelligence Strategist, AlphaSense), with AlphaSense and BofA Securities logos.

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