Predictions for 2025

January 1, 2025

Here are my personal tech predictions for 2025.

  1. The best LLM is no longer based on a transformer architecture: A breakthrough in AI leads to a dominant new model architecture, surpassing the capabilities of traditional transformer-based systems.
  2. AI agents are the hype topic of 2025 but won't fully replace white-collar jobs (yet): Despite the excitement around AI agents, their adoption is being slowed by cultural resistance in enterprises and the complexity of replacing skilled professionals.
  3. More products include AI-powered personalization: Companies increasingly leverage AI to offer hyper-personalized user experiences.
  4. Meta outperforms the Magnificent 7: Meta's advancements in AI, particularly with Llama, and its distribution power among a young customer audience lets them outperform all Mag7 stocks.
  5. WhatsApp becomes the primary interface for consumers to interact with AI: With its widespread consumer adoption and backed by Meta's AI capabilities, WhatsApp simplifies how users engage with AI for daily tasks and queries (challenging ChatGPT, Perplexity & co).
  6. Global IPO & M&A volume increases by 5x: As market conditions improve and LPs need liquidity, public listings and merger activities surge.
  7. Elon takes over TikTok: The Trump administration pushes ByteDance to sell TikTok's US business. This allows Elon Musk to take over the platform and pursue his strategy of influencing the public opinion with his ideologies.
  8. Bitcoin crosses $150k: Pro-crypto regulations introduced by Trump take Bitcoin to over 150,000 dollars.

Let's see how many of these come true.