Infra Play grades the State of AI 2025 predictions: NVIDIA bought Hugging Face
thedealdirector · x · 2026-10-12
The paid newsletter Infra Play #165 reviews how Air Street Capital's State of AI 2025 predictions played out:
- Bring-your-own-agent became a major topic; viral apps like Muse and Instinct pushed user spend near the $5B mark.
- Apart from Meta, no major lab shipped new open-source models; the vacuum pushed NVIDIA into aggressive moves — it acquired Hugging Face and is rumored in talks for Reflection AI.
- OpenAI repeatedly released solutions to unsolved math problems; Anthropic launched a wet lab with an early discovery.
- OpenAI's Hugging Face breach rattled the industry and triggered serious backchanneling with the administration.
- "Game blends" (merging multiple games' source code) went viral and can't be put back in the bottle.
- Sovereign AI dominated over "AI neutrality," with laggard regions opting for Mistral or forking Chinese models.
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