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What Artificial Intelligence trends I'm keeping an eye on for H2 2025

July 2025



It's hard to believe that we're already in H2 2025. Here's what I'm keeping an eye on in Artificial Intelligence as the year progresses.

→ The conversation around AI agents continues to be hot. The key takeaway is that generative agents (such as coding and writing) are experiencing significantly higher adoption rates than autonomous vertical AI agents.

→ We're expecting an expansive wave of new models, ranging in size from large frontier or world models to smaller vertical or even on-device models, from AI labs and research groups to be announced. We can expect extensive discussion about model evaluation focusing on reasoning capabilities and benchmark performance, and whether the larger models could advance us further towards superintelligence.

→ The larger AI labs will continue their delicate tug-of-war between offering APIs to AI developers directly so they can build on top of models and/or selling productized services to end users. For example, OpenAI announced today that they are releasing a web browser.

→ Finally, hardware, hardware, hardware. Two trends to watch: the unceasing demand to scale inference and the ever-increasing real-world capabilities of top-tier robotics.

This is your periodic reminder that AI is still so, so incredibly early.

 

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Joy Larkin is a technologist in Silicon Valley. She likes robots and is excited for Superintelligence.

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