Key Takeaways for Leaders

1. Model race is genuinely competitive (no single winner)
2. Agentic AI becoming infrastructure
3. Costs collapsing across providers
4. Regulatory complexity increasing
5. Workforce impacts real and accelerating
6. Infrastructure investments unprecedented
7. AI creativity may be more limited than assumed

Companies Mentioned

Meta, Amazon, Apple, Google, OpenAI, Anthropic, NVIDIA, DeepSeek, Mistral, AMD, Microsoft, Salesforce, ByteDance, Alibaba, EQT, 1X Technologies, Unitree, Fal, Lovable, Databricks, Unconventional AI, SAP, Volvo, Stena Line, Manus

People Mentioned

• Naveen Rao (Unconventional AI)
• John Giannandrea (Former Apple AI Chief)
• Marty Makary (FDA Commissioner)
• John Carreyrou (Pulitzer winner, copyright plaintiff)
• Yann LeCun (Meta, world model startup)
• Ron DeSantis (Florida Governor)
• Donald Trump (US President)

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