No Mercy / No Malice: 2025 Predictions

AI Leaders

George Hahn highlights the dominance of major players in the AI sector, particularly Meta and Nvidia. Meta's vast access to human language data and its investment in Nvidia's advanced AI hardware positions it as a leader in AI development. Hahn predicts that the next wave of AI winners will be those who can integrate AI into consumer-facing applications and back-office functions, transforming labor-intensive services into scalable solutions 1.

The real cabbage, however, is in routinizing back office functions like accounting, compliance, customer service, et cetera.

The AI landscape is also shaped by the strategic moves of companies like OpenAI and Nvidia, which have seen significant revenue growth and market influence 2.

   

Tech Advances

Technological advancements in AI are rapidly transforming the industry, with energy consumption being a critical factor. George Hahn notes that a ChatGPT query requires ten times the energy of a Google query, highlighting the need for efficient energy solutions. The shift from selling computers to selling compute underscores the importance of energy in AI's future, with nuclear power emerging as a potential solution due to its scale and reliability 1.

AI is accelerating big tech's transformation from an industry that sells computers into an industry that sells compute.

Hahn emphasizes that nuclear energy, despite its branding challenges, offers a carbon-free alternative that could support AI's growing energy demands 1.