ai 2025-12-30

Reflecting on my AI Predictions in 2025, I wasn’t ambitious enough.

Agents will make a real impact as FTE enablers

Traditional product-eng teams will start working with agents as FTE replacements.

Middle managers will have agents as direct reports

Infra supply constraints will leave many companies behind

Companies like OpenAI and Anthropic are buying up enormous amounts of compute. It’s like they are buying up all the railroad track just ahead of their need for it with the downstream effect of locking in all those capabilities for future use and locking out those capabilities from competitors.