Air Street Capital: 2025 Year in Review

In this episode, Air Street Capital shares its 2025 year in review. We cover what changed as AI moved into large-scale deployment, from the emergence of reasoning models and agents in production to the economics of frontier AI, energy constraints, and geopolitics.We reflect on the year across our investment portfolio, angel investments, Air Street Press, the State of AI Report, and our global community, and look ahead to what it will take to deploy AI reliably and at scale in the years to come.