In short According to the latest What CEOs Talked About report, three themes stood out in CEOs’ minds in Q1 2025: Tariffs, uncertainty, and AI (with agentic AI seeing the most gains). Discussions about recruiting dropped as mentions of hiring freezes spiked. Why it matters The prioritization of specific topics by CEOs may influence investment in these areas. The big picture New administration’s policies reshaped economic outlook. Going into 2025, the global GDP growth projection for the y...| IoT Analytics
In short The recent release of DeepSeek’s R1 model has shaken tech stocks, with shares of some market participants (e.g., NVIDIA) down ~20% since January 27, 2025. R1 is largely open, on par with leading proprietary models, appears to have been trained at significantly lower cost, and is cheaper to use in terms of API access, all of which point to an innovation that may change competitive dynamics in the field of Generative AI. IoT Analytics sees end users and AI applications providers as t...| IoT Analytics