The Metrics Brothers (fka SaaS Talk) 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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A Seminal, Comprehensive AI Report
- The Air Street report is a comprehensive, Mary Meeker–style annual on AI covering research, industry, geopolitics, and safety.
- Nathan Benaich's solo‑GP perspective makes the report broad, deep, and actionable for varied audiences.
Read The Report By Section
- Don't read the report linearly; pick sections relevant to you and re-read them to absorb nuance.
- Start with industry or survey sections if you're not an AI researcher to avoid getting lost in technical detail.
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.