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Our 2025 predictions for the next twelve months

The 2025 report looked ahead to agents completing scientific work, Chinese models reaching the frontier, and AI infrastructure becoming an electoral issue. These forecasts were published on October 9, 2025, for the following twelve months. They are preserved here separately from later grading.

Questions in this section

What period do these predictions cover?How accurate were the previous year’s predictions?Did the report predict a Chinese lab reaching the frontier?Where can I see later grading?

Returning to the previous year’s calls

The 2025 report graded its 2024 forecasts as five hits, two partial outcomes, and three misses. Hits included an open alternative surpassing o1 on reasoning benchmarks and NVIDIA’s challengers failing to make a meaningful dent in its market position. The humanoid-investment prediction was a miss: investment grew instead of trailing off.

Returning to the previous year’s calls - 2025 report, slide 10
Returning to the previous year’s calls. 2025 report, slide 10 (PDF page 11)

What the next set of predictions tested

The new forecasts asked whether improving capabilities would produce externally visible consequences: retail sales through agents, end-to-end scientific discovery, audience attention, diplomatic crises, and political resistance to infrastructure. Their full conditions matter. A partial development should not silently become a hit by dropping the harder half of a forecast.

What the next set of predictions tested - 2025 report, slide 304
What the next set of predictions tested. 2025 report, slide 304 (PDF page 305)

The ten forecasts, as published

  1. A major retailer reports >5% of online sales from agentic checkout as AI agent advertising spend hits $5B.
  2. A major AI lab leans back into open-sourcing frontier models to win over the current US administration.
  3. Open-ended agents make a meaningful scientific discovery end-to-end (hypothesis, expt, iteration, paper).
  4. A deepfake/agent-driven cyber attack triggers the first NATO/UN emergency debate on AI security.
  5. A real-time generative video game becomes the year’s most-watched title on Twitch.
  6. “AI neutrality” emerges as a foreign policy doctrine as some nations cannot or fail to develop sovereign AI.
  7. A movie or short film produced with significant use of AI wins major audience praise and sparks backlash.
  8. A Chinese lab overtakes the US lab dominated frontier on a major leaderboard (e.g. LMArena/Artificial Analysis).
  9. Datacenter NIMBYism takes the US by storm and sways certain midterm/gubernatorial elections in 2026.
  10. Trump issues an executive order to ban state AI legislation that is found unconstitutional by SCOTUS.

2025 report, slide 304 (PDF page 305). See the predictions scorecard for subsequent grading.

Evidence you can use

2024 predictions graded in the 2025 report

Grading published October 9, 2025

2024 predictions graded in the 2025 report
MeasureReported valueDefinition and source
Hits5Marked YES in the original scorecard2025 report, slide 10 (PDF page 11)
Partial outcomes2Marked with a tilde in the original scorecard2025 report, slide 10 (PDF page 11)
Misses3Marked NO in the original scorecard2025 report, slide 10 (PDF page 11)

This is the 2025 report’s contemporaneous grading of predictions made in 2024. It does not grade the ten new forecasts published in the 2025 report. Later outcomes are available in the separate predictions scorecard.

Frequently asked questions

Sources and dates

Historical snapshot published October 9, 2025. This web edition was prepared on October 10, 2026 from the online deck and original launch posts. Findings and forecasts retain their original time frame.

  1. 2025 report, slide 10 (PDF page 11)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  2. 2025 report, slide 304 (PDF page 305)Original 2025 report. Slide numbers printed in the deck are one lower than PDF page numbers because the cover is unnumbered.
  3. State of AI Report 2025: online slides
  4. Nathan Benaich: The State of AI Report 2025Air Street Press, October 9, 2025.
  5. Welcome to State of AI Report 2025Original website launch post, October 9, 2025.

Cite this page

Benaich, Nathan. “Our 2025 predictions for the next twelve months.” State of AI Report 2025. Historical report snapshot; web edition prepared 2026-10-10.