Air Street Capital’s Nathan Benaich just dropped the 2025 State of AI Report — a 313-page tour de force on where artificial intelligence is today and where it’s headed next. In this episode, Dave “CAC” Kellogg and Ray “Growth” Rike break down the highlights, surprises, and bold predictions shaping the future of AI, software, and the global economy.

They explore:

• Why this report is becoming the “Mary Meeker Internet Report” of the AI era
• Key insights across research breakthroughs, model performance, geopolitics, enterprise adoption, and market maturity
• The Top 10 Predictions that could define the next 12 months — from AI agents running $5B in ad spend to the first UN emergency debate on AI security

Predictions discussed include:

• Retailers generating 5%+ of online sales via agentic checkout
• Open-sourcing frontier models to win government favor
• AI-driven scientific discoveries completed end-to-end by autonomous agents
• Deepfake or agent-led cyberattacks prompting NATO-level action
• A real-time generative video game dominating Twitch
• “AI neutrality” emerging as a new foreign policy doctrine
• AI-produced films earning major audience praise (and backlash)
• A Chinese lab surpassing U.S. AI leadership
• Datacenter NIMBYism shaping local elections
• And even AI entering U.S. presidential politics through executive orders and court battles

If you work in B2B software, this episode is your roadmap to how AI is transforming not just technology — but business models, economics, and the balance of global power.

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