With 2025 days away, it’s worth soaking in various outlooks and technology themes that may play out in the year ahead. Here’s a list of reads from Constellation Research and around the web.
- Ray Wang walks through the 7 themes in tech with a new President taking over.
- Blackrock released its macroeconomic and private market themes for 2025. JPMorgan Chase and Goldman Sachs .
- Andreessen Horowitz partners outlined their big ideas for 2025 across multiple tech categories.
- Enterprise software will be volatile in 2025 as customers increasingly question value, complain about upsells and added charges and assess whether agentic AI provides an abstraction layer to their existing applications.
- Andy Thurai outlined the 2025 observability trends you need to know.
- The gap between generative AI's "build it and they will come" folks and the enterprises looking for actual business value may be widening. The next year will be interesting for generative AI trickledown economics.
- Artificial intelligence budgets will surge again in 2025, but good luck tracking expenditures with any precision as generative AI spending is lumped into other categories and driven by multiple departments.
- In 2025, you'll have to get ready for "knowledge," AI governance will move to the forefront, enterprise software models will be revamped, decision automation will depend on humans in the loop and data strategies will be a pain point.
- Artificial intelligence and generative AI will tax leadership, but ultimately raise the bar for decision making. Those were some of the takeaways from Cassie Kozyrkov, Founder Kozyr LLC, who delivered the keynote at Constellation Research's Connected Enterprise.
- Deloitte Insights outlined six macro forces in IT that’ll be evident in 2025.
