Down Round Xmas Spectacular 2025: The Year That Was
26 snips
Dec 24, 2025 The holiday special kicks off with a recap of 2025's AI-driven progress. NVIDIA's market surge and Blackwell chip developments steal the spotlight. The arrival of GPT-5 sparks discussions on agentic AI and its mainstream adoption hurdles. They delve into social media dynamics, contrasting Threads with X for news relevance. Streaming landscapes shift as Netflix eyes a major consolidation, while gaming strategies face a cloud-centric future. Overall, 2025 is framed as a year heavy on infrastructure and compute demands.
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2025 Was Infrastructure, Not Consumer Revolution
- 2025 was an AI infrastructure build-out year rather than a consumer-facing leap.
- Major firms focused on chips, data centers and capacity, so user-visible change felt incremental.
NVIDIA's 2025 Run Continued
- NVIDIA sustained strong demand and continued to capture market share through 2025.
- Raph predicted a ~30% gain and that call matched the year-end outcome closely.
Intel Survived With Government Backing
- Intel needed massive government support to remain relevant in advanced node manufacturing.
- The US took a stake in Intel to shore up domestic chip capacity and hedge geopolitical risk.