Is McKinsey really a good source for predictions? Do they have any in house expertise on machine learning (I doubt it)? And do they even have a track record of predictions for strategic, technological trends?
As far as expertise, I suppose it depends on what you mean. Active AI practitioners. Probably not except to the degree that they pay outside experts for input. But they certainly have people who follow technology fields closely and have technology background. e.g. one of the authors of this report is a CS PhD, former CIO, and I've seen him speak at CIO conferences on a couple of occasions.
Isn't this just looking at investments in different areas and compiling a table?
You can probably better find the technical state-of-the-art on arxiv github. But I can't think of many people or organisations better placed to know the impact of AI on business. The technology is developed at universities, and at the likes of Google and Facebook, who are focused on in-house applications only. Maybe IBM, but the last person to read an IBM white paper was later seen walking South from McMurdoch station and is feared(and/or hoped) dead.
Personally, I still prefer the Kinsey report. But this certainly isn't terrible.