AI in 2025 – The great normalisation, with Nathan Benaich

<p>Nathan Benaich, Founder and General Partner of Air Street Capital, joins me to discuss AI in 2025. From runaway consumer adoption to evolving enterprise moats, from still-elusive AI-driven drug breakthroughs to the renewed vigour in robotics, several core themes stood out.</p><p><strong>1. Frontier models & AI at scale</strong></p><p>In 2024, we witnessed the astonishing growth of frontier models and their deployment on a massive scale. OpenAI’s GPT-4 and GPT-4 o1, Anthropic’s Claude and Google’s Gemini have all demonstrated that being “at the frontier” is increasingly the price of admission.</p><p><strong>2. Consumers, voice and infinite worlds</strong></p><p>On the consumer side, we have reason to believe 2025 will be the year of AI-enabled workflows that feel truly natural. Voice, multimodality and integration into daily routines—like transcribing my morning thoughts during a commute—are becoming routine.</p><p><strong>3. Accelerating science & drug discovery</strong></p><p>While AI accelerates lab automation and data analysis—improving reproducibility and speeding up processes—the promised “AI-designed blockbuster drug” is still in the pipeline. Clinical timelines and regulatory hurdles do not compress easily.</p><p><strong>4. Geopolitics, funding and the sovereign question</strong></p><p>As training costs skyrocket and models require unimaginable scale, questions mount… Who funds these massive compute requirements? Will nation-states view these labs as strategic assets, akin to telecoms or chipmakers?</p><p><strong>5. From explosive capability gains to refined utility</strong></p><p>We’ve grown numb to what was once astonishing—perfect speech synthesis, infinite text generation, zero-shot coding. The capabilities of models now surpass human levels in many benchmarks. The next major shifts may be subtler, or simply less obviously spectacular.</p><p>Connect with us:</p><ul><li><a href="https://www.exponentialview.co" target="_blank">Exponential View</a></li><li><a href="https://www.nathanbenaich.com" target="_blank">Nathan Benaich</a><br /> </li></ul><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.</p>