The 10 Biggest AI Stories of 2025
The AI Daily Brief: Artificial Intelligence News and Analysis
The AI bubble debate explained
Nathaniel outlines circular financing concerns, narratives about a bubble, and Exponential View's boom-bubble tracker.
From DeepSeek’s shockwave debut and the trillion-dollar AI infrastructure buildout to the bubble debate, the MIT enterprise adoption backlash, the AI talent wars, and the rise of reasoning, agents, and vibe coding, this episode walks through the 10 defining AI stories that shaped 2025 and set the trajectory for 2026, including why agent infrastructure quietly became the most important foundation of the year and how next-leap models like Gemini 3, Opus 4.5, and GPT-5.2 reset expectations for what’s coming next. In the headlines: DeepSeek R1, Project Stargate, the AI bubble debate, enterprise ROI myths, talent wars, reasoning models, vibe coding, agent infrastructure, and next-generation models.
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