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.
19:40 – AgenicAI could replace current enterprise vertical silos.
20:50 – Other potential use cases for AI agents.
24:38 – A discussion on infrastructure investments to facilitate GenAI.
26:42 – A lot of potential value has already been priced into stocks that are even tangentially AI-related.
27:28 – Rating last year’s predictions.
28:37 – The most surprising correct prediction of 2024.
29:03 – Identifying emerging trends…like small nuclear reactors!
31:12 – A visionary CEO of a telecom company and how she views investments in GenAI.
34:15 – “At some point, every phone will have a GENAI chip on it” – more on Gen AI trends.
36:54 – What Duncan reads for pleasure.
