The Next Turning Points in Tech

In this episode of Thoughts on the Market, Brian Nowak, Keith Weiss, and Matt Bombassei discuss key takeaways from Morgan Stanley's Spark Private Company Conference, focusing on the themes impacting various sectors like energy, healthcare, financial services, and cybersecurity. The discussion highlights the lack of consensus on technology adoption, especially regarding SaaS applications and agentic AI, with only a small percentage of CIOs understanding the latter. Cybersecurity is viewed positively due to expanding surface areas, elevated threat environments, and evolving regulatory landscapes. The speakers also address early adoption signals, barriers to adoption, and the generalization of neural nets in autonomous driving, noting their applicability across different verticals.