The Metrics Brothers The Air Street State of AI Report 2025
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Nov 12, 2025 Dive into a comprehensive analysis of Air Street Capital's 2025 State of AI Report, exploring top predictions like AI agents managing ad spend and the rise of AI-driven scientific discoveries. The hosts discuss the implications of open-sourcing models for government favor and the geopolitical landscape shaping AI development. Notable trends include AI's role in presidential politics, the emergence of 'AI neutrality' in foreign policy, and local political consequences of datacenter NIMBYism. This insightful discussion unveils how AI is transforming business models and global power dynamics.
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Power And Safety Are New Bottlenecks
- The executive summary distills research, industry, politics, and safety into pithy takeaways like 'power became the new bottleneck.'
- Safety organizations remain vastly underfunded relative to leading labs' daily spend.
Predictions As Measurable OKRs
- Nathan tracks last year's predictions and scores them with specific, measurable outcomes, treating predictions like OKRs.
- This concrete metric approach makes the report's foresight verifiable and practical.
Survey Skews Toward Expert Practitioners
- The survey sampled highly educated, self‑selected AI practitioners, skewing results toward advanced use cases and optimism.
- Expect selection bias: many respondents had master's or PhDs and heavy engagement with AI.