Our 2025 global semiconductor industry outlook launches today; GenAI, talent, geopolitics and more. Plus many excellent charts! via @DeloitteInsight

January: My top 6 books (of 18) this month are on the left. Love Ann Patchett - each brilliant book is different from her others. Two fun romance reads from Jenny Colgan, plus a new Emily Henry. DeWitts' The English Understand Wool is weird, wonderful, wise, and funny.

I read 12 books in December, and 152 for the full year. The 6 largest images below are my top reads for the December...I can't possibly pick my top books for the year. Happy New Year to everyone, and happy reading!

Wishing a happy holiday season to all. See you in the future! (2025) with @RichThinkingB and Grace, who is not on this platform.

Chambers' Learning to Swim was a solid runner up, if a little derivative at times. Oooh, young girl from a uptight and boring family finds inspiration in a wacky boho family!

Generative AI for Software Development: Tech Companies Leading the Way Could the use of generative AI coding tools for software development help lead to wider use of the technology across all industries? via @WSJ

Deloitte’s TMT Predictions 2025 is here! From #GenAI to #cloud innovations and sustainability, #DeloittePredicts the key trends that will shape our world. Ready to dive in? Read here.

Top picks for October: Burnett's The Little Princess (kid's book, but charming), Sebold's The Lovely Bones (less creepy after the opening murder) Kuang's How to End a Love Story (unusually well crafted romance) and Chambers' Small Pleasures (brilliant evocation of 1957 England)

@pkedrosky First, interesting. Second, unusually well-written paper.

I used to introduce @RichThinkingB as "one of the world's leading researchers on women and finance." After today's white paper on women & alts, I need to change that: "Please meet Barbara...she is THE leading global researcher on women and finance!"

@pkedrosky I would add that foreign disinformation also plays a role.

The semiconductor industry is at an inflection point: Revenue is expected to reach $1 trillion by 2030, but the industry continues to face widespread talent challenges—including an aging workforce and the rise of GenAI. via @DeloitteUS

I was blown away by Maya Angelou's I Know Why the Caged Bird Sings this month. Everything else was either good-but-flawed (Curiosities and Forgotten on Sunday) or stress reads, aka romance or romantasy. Looking forward to reading more Angelou!

@AnjaKaradeglija Nice write up!

I was shocked: in 2024 telcos are getting back into the data center business and spending billions building gen AI facilities. Are they doing the right thing? Telecoms tackle the generative AI data center market via @DeloitteInsight

I worked in a used book store in 1981, and we had many copies of The Thornbirds and Valley of the Dolls on the shelves, which I studiously ignored. Now, 40+ years later, they are my two best books this month! The Familiar was better history than it was fiction or fantasy.

In client conversations, the #killerapp for #GenAI is for programmers to use it to write software code faster. It doesn't replace human coders, but it is a tool that they might use 100 times per day.