R 'Ray' Wang

Tesla reported production and delivery numbers and missed analysts estimates of 504,770 units delivered versus 495,570 estimated for the fourth quarter of 2024.  This was the first ever drop in delivery numbers reported by the EV pioneer. While 9200 may not seem like a lot, the market perception of demand based on delivery numbers led to a 7% drop in stock price for the first day of trading in 2025. 

Expect Regulations For National Security, But Overall Lighter Regulatory Framework

For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries.  Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate. 

The recent backlash on diversity, equity, and inclusion (DEI) programs stems from both the lack of quantitative data showing how diverse teams improve performance and the discriminatory nature in how these teams were constructed.  In 2015, a McKinsey study lauded the dividends to be gained from diversity.  The well meaning Davos set used this study to launch a movement for diversity, resulting in hundreds of billions spent on diversity programs across businesses, the public sector, and non-profits over the past decade.

Take A Measured Approach To AI Adoption

The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellation's Executive Network (CEN) members show a gradual and measured approach.  Constellation sees five phases to adoption from both a business and cultural point of view:

Technologies for the enterprise have often been seen as enablers for disruption and change.  Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets.  Silicon Valley built its credibility on these disruptive market entrants.  This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market.