State of AI 2025

Video podcast series exploring AI trends, economics, and implications. From the fastest technology adoption in history to AGI.

01
The Speed of Now
The fastest technology adoption in history. ChatGPT to 365B searches in 2 years. Compute costs down 90%.
59 min
02
Follow the Money
The economics of AI infrastructure. $212B CapEx, GPU bottlenecks, and the ROI question.
1h 10 min
03
The Red Silicon Curtain
Global AI competition and DeepSeek. Sanctions didn't kill Chinese AI, they mutated it.
51 min
04
AI at Work
Jobs, productivity, and CEO mandates. AI is disrupting tasks, not entire jobs.
32 min
05
What's Next
Physical AI, autonomous systems, robotics, and edge AI. Intelligence moves from screens to the real world.
45 min
06
The Age of Agency
AI agents, ReAct pattern, multi-agent orchestration, frameworks, and governance.
53 min
07
AGI Is Coming
Seven minutes to midnight. AGI levels, alignment, the five walls, job exposure, and human futures.
1h 0 min

Interactive Visualizations

Standalone interactive charts and dashboards from the series. Click to explore.

📈
AI Model Timeline
EP01 — Interactive timeline of AI model releases and capabilities
💰
S&P 500 vs AI Stocks
EP02 — Market performance comparison
📊
CapEx Investment
EP02 — $212B capital expenditure visualization
🌍
AI Bifurcation Stack
EP03 — US vs China technology stack divergence
🏦
China Big Fund Timeline
EP03 — Government semiconductor investment phases
🏗
China AI Infrastructure
EP03 — Domestic compute and chip ecosystem
🤖
Humanoid Robot Price Curve
EP03 — Cost trajectory for humanoid robots
🧠
Mixture of Experts
EP03 — MoE architecture diagram
💸
Training Cost Trends
EP03 — Model training cost over time
📉
VC Divergence
EP03 — US vs China venture capital investment paths
📥
Agent Adoption Funnel
EP06 — Enterprise AI agent adoption stages
🎯
Autonomy Spectrum
EP06 — From copilot to fully autonomous agents
🔄
ReAct Pattern
EP06 — Animated Reason + Act loop
🔗
MCP Architecture
EP06 — Model Context Protocol diagram
🛡
Threat & Injection
EP06 — AI agent security threat model
📝
ReAct Comparison Report
EP06 — Reasoning pattern benchmarks
🧪
Advanced Reasoning Report
EP06 — Chain-of-thought and tree-of-thought analysis
⌚
AGI Dashboard
EP07 — AGI readiness clock and capability tracker

The Narrative Arc

EpisodeRoleEmotional Beat
EP01Setup"Holy shit, this is fast"
EP02Stakes"The money being bet is staggering"
EP03Conflict"This is a global competition"
EP04Personal"This affects YOUR job"
EP05Resolution"Here's where it's going"
EP06Tactical"Here's how to build and govern agents"
EP07Big Picture"What happens when AI matches humans?"