Don't Worry About the Vase Podcast 2025 Year in Review
13 snips
Dec 31, 2025 The podcast dives into the groundbreaking advancements in AI throughout 2025, showcasing major breakthroughs like GPT-5 and the emergence of new models. It discusses policy shifts, including New York's RAISE Act and the ramifications of a federal moratorium attempt. The complexities of AI alignment are explored through understanding Levels of Friction. Additionally, listeners get insights into litigation cases involving OpenAI and front-row revelations from board battles. The year ends with a glimpse into economic trends and predictions for 2026.
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Rapid But Misread AI Progress
- AI reasoning models advanced dramatically in 2025, moving from early previews to widely usable tools like Claw Code and Opus 4.5.
- Progress felt fast and impressive, but public narratives often exaggerated or misread incremental advances.
The DeepSeek Panic
- DeepSeek's R1 and V3 sparked a market panic dubbed the "Deep Seek moment," with app-store frenzy and a mini-crash.
- Over time Zvi argued the panic was overblown since DeepSeek lagged months behind top labs.
Avoid Reactionary Panic
- Don't panic when single releases look transformative; examine relative pacing and broader context.
- Assess marginal costs and timelines before assuming permanent shifts in advantage.