January 10, 2025

Deploying Generative AI and Other TMT Predictions – Part 2

Featuring: Duncan Stewart, Maria Pacella

GenAI, machine learning, cloud computing and chips galore. Where business leaders are investing.

Maria Pacella, Managing Partner of Pender Ventures hosts Duncan Stewart, director of TMT Research, Deloitte Canada for a second time. Duncan is a globally recognized expert on the forecasting of consumer and enterprise technology, media and telecommunication trends and is co-author of the Deloitte Global Research Annual Prediction Report. In this podcast he talks to Maria about his 2025 predictions on disruptive technologies across industries and reflects on what he got right (and wrong) for 2024.

Key Takeaways

1:19	There’s a lot of spend. Is this translating to rapid GenAI adoption?
1:46	“Generative AI is a baby that's about one or two years old…” CEOs see more risk in underinvesting than overinvesting.
2:48	“2024 enterprise spending on GenAI software was low.”
3:40	Why the gap between investing and revenues will persist into 2025.
4:31	Why AI chip stocks are trading at high valuations.
5:59	The sectors that are rapidly adopting AI.
9:41	Healthcare AI is a ‘25, ’26 story.
10:46	A discussion of the current gap between investment and revenues. Plus, the ‘trust gap’.
14:20	A discussion of the variable costs of enterprise cloud computing, hybrid cloud environment and GenAI, and which verticals are impacted.