You can't hire their research arm.

> regardless of how you feel about consulting

It's a matter of how well they do it. They're not known for creating customer value.

> Are the only companies that make sense the ones

... who don't lay off entire arenas full of people and discuss stupid platitudes like replacing them with AI.

Pretty much. Management's messaging around this was so delusional - "replace with AI" - that it's obviously a stock play from a company desperate to cut losses, not a positive statement from a going concern.