2025 State of AI Report and Predictions

Zvi Mowshowitz · Independent · 2025-10-10

Read on Don't Worry About the Vase

Zvi's annotated reading of the Air Street State of AI report is the most disciplined safety-adjacent commentary on 2025. He grades last year's predictions, registers his own with explicit probabilities, and is unusually direct about where the safety community has lost ground — the collapse of international coordination, the labs walking back commitments, the funding gap.

A learner gets two skills from reading him. First, calibrated forecasting in public, with old predictions still on the page. Second, the ability to read industry reports adversarially without sliding into either doomer or booster registers. Pair with Karpathy's review for a useful stereo effect.

> Robots now reason too. "Chain-of-Action" planning brings structured thought to the physical world.