AI in 2025 – The great normalisation, with Nathan Benaich

<p>Nathan Benaich, Founder and General Partner of Air Street Capital, joins me to discuss AI in 2025. From runaway consumer adoption to evolving enterprise moats, from still-elusive AI-driven drug breakthroughs to the renewed vigour in robotics, several core themes stood out.</p><p><strong>1. Frontier models & AI at scale</strong></p><p>In 2024, we witnessed the astonishing growth of frontier models and their deployment on a massive scale. OpenAI’s GPT-4 and GPT-4 o1, Anthropic’s Claude and Google’s Gemini have all demonstrated that being “at the frontier” is increasingly the price of admission.</p><p><strong>2. Consumers, voice and infinite worlds</strong></p><p>On the consumer side, we have reason to believe 2025 will be the year of AI-enabled workflows that feel truly natural. Voice, multimodality and integration into daily routines—like transcribing my morning thoughts during a commute—are becoming routine.</p><p><strong>3. Accelerating science & drug discovery</strong></p><p>While...