Keep pulling the thread on James Wilsterman & Max Child.
Andrej Karpathy predicted a timeline of approximately 10 years for AI agents to reach fully human-capable levels.
Eric Newcomer believes the AI industry, particularly the massive build-out of data centers, is significantly supporting the U.S. economy and may be preventing a recession.
A rumor circulated approximately 18 months ago that Sam Altman was attempting to raise $7 trillion to scale AI compute infrastructure.
Max Child estimates that combined commitments for AI infrastructure projects involving companies like NVIDIA, AMD, and Broadcom have reached approximately $1.5 trillion.
Amazon is laying off approximately 10% of its corporate staff.
Max Child identifies the emergence of 'thinking models' with reasoning capabilities, such as O3 and GPT-5, as the most thematically important AI development of 2025.
Max Child believes that while AI is far from AGI in visual, audio, and multi-step tasks, text-in/text-out models could reach AGI-level thinking within the next two or three model generations.
Within Anthropic, it is believed that approximately 90% of their code is now written by AI, a prediction made by Dario Amodei that has largely been realized internally.
The partnership agreement between Microsoft and OpenAI includes deal terms that are conditional on OpenAI achieving Artificial General Intelligence (AGI).
Under its agreement with Microsoft, OpenAI can declare it has achieved AGI to potentially exit the contract, which would trigger a review by an independent panel to verify the claim.
xAI is rumored to be valued at approximately $200 billion.
Data labeling startup Mercore reportedly raised a $350 million round in October, valuing the company at close to $10 billion.