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AI saved me from cookie banners, travel insurance popups, car rental quotes, & the special frustration of comparing flight options across tabs.

I downloaded an open-source agent, tweaked it & watched it find the cheapest flights for my trip from San Francisco to Newark.

One-Way Trip (12 Jan 2025)

Return Trip (18 Jan 2025)

In the video, the robot “sees” the page, determines the next step, errs by clicking on an SEO optimized link, backtracks, & then ultimately extracts the answer from the chaff.

Every year I make a list of predictions & score last year’s predictions.

Here are my predictions for 2025.

1. The IPO market rips. ServiceTitan’s success has revealed the retail & instititutional demand for high growth software. Stripe, Databricks & many others generate huge liquidity for VC funds. The pull from the public market & desire for AI drive M&A to 5 year highs, enabled by a laxer FTC M&A policy.
2. Google continues their surge in AI. They lept from no placement to top 1 or 2 on the OpenRouter rankings. They further advance their market share. Grok benefits from Elon’s position in government to become a viable contender with OpenAI & Anthropic.
3. Voice becomes a dominant interface for humans with AI as speech models are pushed on device & the accuracy/latency astounds. Voice produces text, image, & video. Why type? It’s the start of a generation of people who will never learn to type on a keyboard. (This one will be hard to grade!)
4. US VC investment remains roughly around $210-$230b, but VC fundraising increases by 20% as LPs invest some distributions into the asset class, in pursuit of AI growth.
5. Consolidation is the theme for the Modern Data Stack. Buyers look to standardize on single platforms as cost-pressures persist. More than $3b of M&A in the category is announced. Software & data engineering teams continue to fuse.
6. The first $100m ARR company with 30 or fewer employees is created. An AI native product coupled to an AI native team produces incredible market cap creation efficiency.
7. After years of declines, the US web3 engineering populations grows by 25% as the government embraces crypto & web3. This opens to the door to 30% more token listings & a successful consumer app built on a web3 stack.
8. Data center spending by hyperscalers eclipses $125b for the year as the AI race fuels demand for GPUs. Broadcom is the hottest semiconductor stock of the year.
9. Stablecoin supply increases 50% to $300b as more businesses adopt this payment mechanism for B2B payments. Stablecoin volume is greater than 3x Visa’s transaction volume.
10. Observability, SIEM, & Business Intelligence begin to use the same data lake. Usage-based pricing for many software companies creates a need for a single data lake. The data lake becomes the dominant data architecture across all workloads.

Here are my predictions from last year.

From the pit lanes of Formula One to the secretive world of commodities trading, from the championship poker tables to storytelling competitions, I enjoyed a wide range of different books this year. Here are my favorites :

1. Every Hand Revealed by Gus Hansen: A hand-by-hand narrative of Professional poker player Gus Hansen winning the 2007 Aussie Millions tournament. Hansen had a unique style at the time, aggressively defending his blinds.
2. The New Map by Daniel Yergin: Pulitzer Prize-winning author Daniel Yergin explores the changing landscape of energy, geopolitics, & climate change. He presages the Ukrainian conflict in 2019.
3. The World for Sale by Javier Blas & Jack Farchy: This book delves into the secretive world of commodity traders, the individuals who buy & sell raw materials like oil, metals, & grains. It exposes the immense power & influence these traders wield in shaping global markets & how they supported some failing countries, like Cuba & South Africa, during energy crises.
4. Seven Brief Lessons on Physics by Carlo Rovelli: I love to read books about theoretical physics because it’s at the limit of what I can grasp. Rovelli describes quantum concepts in an approachable way.
5. The Seventh Floor by Richard D. McCloskey: Spy fiction is my way of relaxing. I’ve read every John le Carre book & discovered the Golden Dagger award, given to the best spy fiction each year & have started looking for new ones . “The Seventh Floor” is one in a series about the CIA’s efforts to subvert Russian spies.
6. How to Build a Car by Adrian Newey: Adrian Newey revolutionized Formula One car design with a background in aerodynamics. He is the single most successful car designer in the history of Formula One, having won many championships. This is his autobiography.
7. The City & Its Uncertain Walls by Haruki Murakami: Norwegian Wood was my first Murakami novel, & since then, his magical realism has echoed Gabriel García Marquez. I’ve read every one of his books, & this is the most recent, which ties back to some themes he wrote about when he was just starting as an author.
8. Storyworthy: How to Use Stories to Sell, Stand Out, & Win by Matthew Dicks: Matthew Dicks is an award-winning storyteller. He won several awards, including one for a story about a magic fork captured by one of his students. It’s worth listening to if you have 15 minutes. He shared some tactical techniques for creating a story, including developing an elephant & using a backpack - some great mnemonics for improving your stories.
9. Chronicles of a Liquid Society by Umberto Eco: One of the most learned men & broadest vocabulary, Eco is also famous for amassing a library of over 10,000 books. This collection of his essays laments progress. In other words, a curmudgeon’s foil to the techno-optimism I love.
10. The Dawn of Everything by David Graeber & David Wengrow: Graeber & Wengrow challenge conventional narratives about human history, arguing that early societies were far more diverse & complex than previously thought. It shares stories of Native American diplomats during the 17th & 18th centuries who traveled to Paris & may have influenced political thought.
11. Active Measures by Thomas Rid: The history of information warfare. Not a beach read, but fascinating.

Send me your recommendations for 2024!

Remember the first time you touched a computer screen instead of typing commands?

We’ve lived through distinct epochs of human-computer interaction: the cryptic beauty of command lines, the intuitive dance of graphical interfaces, & the ubiquity of browser-based computing in the SaaS era.

It’s different now. When I manage spreadsheets, I don’t want to manipulate formulas anymore. Instead, I want to instruct the computer as I would explain to a colleague : “run the correlations on these variables to see if anything meaningful pops out, then plot it, & add it to the deck.”

If you needed proof that every software company is an AI company, here’s the evidence. 46% of all US venture financings in dollar terms in 2024 were AI.

This revolution breeds in every corner of the startup ecosystem :

37% of Seeds, 35% of Series As, 67% of Series Bs, 24% of Series Cs, & 47% of Series Ds were AI companies. Within a year, half of software companies are AI companies.

“Feel Good Fun Mix” tops my recommendations on Spotify. Spotify has created over 6,000 such labels by hand.

Amazon and Netflix attributed 35% and 75% of their revenue to their recommendation systems. This is a profound & counterintuitive shift in how we think about marketing.

In a recent case study led by Aampe, an AI agent with this type of segmentation sent far fewer messages than traditional systems while achieving better results.

How often do you use AI? I tracked my Sunday workday to find out. Between 4:30-9:00 PM (with a dinner break), I monitored every AI interaction while handling emails, analyzing data, & writing.

If the average American picks up their mobile phone 144 times per day & we call that addiction, I am using AI about a hundred times per hour. Is AI ten times more valuable than a phone?

Speech

These are the top 10 posts of 2025. I like to do a roundup each year as a retrospective of how much the industry has changed through some of these posts from the beginning of the year. Some are outdated already & some presaged accelerating trends.

AI Drove the Largest New Bookings of Any New Product : In January, ServiceNow announced that their AI product was the fastest growing product in their history. Since then, many other companies have reported massive growth in their AI businesses. It was a harbinger of the tectonic shift to come.

Ten years ago, I hired an editor to grade my blog posts as an AP English teacher might. Yesterday, I asked an AI to do the same thing.

The verdict? A solid B-.

Claude’s Scorecard

Grade: B-

Strengths: The piece demonstrates a clear understanding of complex technical concepts and attempts to make them accessible to a general audience. The author’s personal connection to deep learning through graduate school studies adds authenticity and historical perspective. This human touch helps ground the technical material in lived experience.

In the bustling tech campuses of 2024, the age of passive AI – systems that merely respond to our queries – is giving way to something far more profound: the era of AI agents.

As we look to 2025, we’re about to discover what happens when algorithms learn to act.

At the heart of these emerging agents lies a trinity of learning approaches :