Since ChatGPT dropped in 2022, AI progress has been dramatic. But it's also been predictable—new models, bigger chip clusters, more chatbots. Not in 2025. Here are the three big changes to watch for over the next 12 months 1/8
MARKET TRENDS
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Geopolitical Swing States: AI Exportability Determines Global Alignment
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#1 Geopolitical Swing States. The conversation is going to expand from “Who is leading – the US vs. China?” to “which country’s AI is most exportable worldwide?” AI-curious countries around the world—“geopolitical swing states”—are going to decide which side they go with 2/8
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Being First as Competitive Advantage in AI Markets
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link to read/listen https://
open.substack.com/pub/airstreet/
p/being-first-is-a-moat
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Google CEO Introduces Willow Quantum Computing Chip
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Google CEO @sundarpichai introduces Willow — @Google
’s latest #QuantumComputing chip. Read more about it here: https://
c-sharpcorner.com/news/google-qu
antum-chip-willow-announced-by-sundar-pichai
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Speed and Moats: First-Mover Advantage in AI Startups
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this week on @airstreetpress – we’re looking at how speed, inertia, and friction impact ai-first start-ups
— Nathan Benaich (@nathanbenaich) 12 décembre 2024
"being first is a moat"
with good eg from @elevenlabsio @synthesiaIO @perplexity_ai
and bad eg internet explorer or msft activex
airstreet(dot)com/moat pic.twitter.com/UvEIYY1EREthis week on @airstreetpress – we’re looking at how speed, inertia, and friction impact ai-first start-ups "being first is a moat" with good eg from @elevenlabs @synthesiaIO @perplexity_ai and bad eg internet explorer or msft activex airstreet(dot)com/moat
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Financial Markets Data Engineering in Latest ODSC AI X Podcast
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This week's #ODSC #AI X Podcast: the intersection of financial markets, data, and technology—with Tamer Khraisha, a leading voice in Financial Data Engineering, software & data engineer, and author of book "Financial Data Engineering" Listen at https://
linktr.ee/odsc @_odsc -
Quantum Tech Sector Growth: $1.7B Funding and $2T Potential
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Is Quantum Tech (QT) on the #CSuite Rader? $1.71B private QT funding in 2023 367K QT grads in 2023 (↑8.3%) $42B global public QT funding (↑50%) $2T potential value by 2035 #QuantumComputing #Innovation @McKinsey_MGI #Willow @Google
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Collective Action Problem Drives Competition Between Blockchain Chains
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It’s a collective action problem. If they were all choosing cooperatively, they would defect to a new chain, as you posit. But if they’re added one by one, they might stick with the leader. IMO this is one of the main reasons why there will always be new competing chains.
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Top 10 G20 Economies: BRICS Rising Against G7 Powers
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Top 10 #G20 Economies by #GDP: China #BRICS $33T USA #G7 $29T India #BRICS $16T Japan #G7 $6.6T Russia #BRICS $6.9T Germany #G7 $6T Indonesia Other $4.7T Brazil #BRICS $4.1T France #G7 $3.9T UK #G7 $3.9T @VisualCap PPP 2024
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Apple Intelligence Relies on OpenAI for Real AI Power
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Funny how it's called 'Apple Intelligence,' yet it turns to OpenAI when the real brainpower is needed