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Highlights

  • OpenAI will begin to resemble Google more than DeepMind (search, browser, devices, hardware, robotics; not just AI software like GPTs and o1/o3) (View Highlight)
  • The US government will create the first AGI-centered national security project to face China’s alleged threat, collaborating with leading AI companies (including Big Tech). BRICS will follow suit (perhaps not in 2025) (View Highlight)
  • At least one AI product will cost upward of $2000/month (View Highlight)
  • There won’t be an AI winter (defined, using historical figures of previous winter periods, by a reduction in total investment in the generative AI industry below 20% of the previous year) (View Highlight)
  • Leading research will move on from pure pre-trained large language models into overlooked avenues like search-based intelligence, test-time training, test-time thinking, and, to a lesser degree, non-transformer architectures (View Highlight)
  • ARC-AGI (v1 and v2) and FrontierMath benchmarks won’t be solved 100% regardless of the time/money spent (View Highlight)
  • There won’t be mass unemployment due to AI (employment rates will remain stable throughout 2025, at least regarding AI progress) (View Highlight)
  • The ceiling of AI capabilities will rise beyond the superhuman level in coding/math/science (i.e. at least Terence Tao level in math) (View Highlight)
  • One or various of the big AI labs will put ads into their products (View Highlight)
  • OpenAI’s revenue, dominated by individual users (>60%), will shift towards businesses (B2B), better positioned to afford premium offerings like ChatGPT Pro ($200/month), which will be increasingly more common as we approach AGI (View Highlight)
  • Google will either acquire, acqui-hire, or kill Magic (long context windows) and/or Perplexity (AI search) (View Highlight)
  • Google and DeepMind will be broadly considered the leaders of the AI race toward AGI over OpenAI, Anthropic, and Meta by the end of 2025 (View Highlight)
  • An AI-generated movie (featurette length at least) will win an award (View Highlight)
  • Hallucinations won’t be solved; the most advanced model created in 2025 will still make factual mistakes that no human would make (View Highlight)
  • The generative AI financial bubble will pop (reflected in stock graphs and bankruptcy fillings), elevating a few winners (e.g. OpenAI, Google) into an unbreakable oligopoly (View Highlight)
  • At least a major news outlet (e.g. NYT) will claim China is on par with (or above) the US on most fronts: research, development, manufacturing, and productization—with the possible exception of innovation (View Highlight)