Air Street Capital Analysis: $121M Raised

Air Street Capital's outlook for the AI industry in 2025 indicates a significant focus on geopolitical competitiveness, particularly in Europe, where there is a push for policies that enable the creation of home-grown AI companies. The European Commission aims to streamline initiatives related to AI and defense, although it faces challenges such as geopolitical instability. The U.S. is moving ahead rapidly in AI, with major tech companies making significant investments and focusing on embracing AI's potential. The competition between the U.S. and Europe is emphasized, with a call for Europe to modernize its infrastructure and attract skilled immigration to foster innovation. Additionally, the AI landscape is expected to be characterized by increased competition, regulatory challenges, and a focus on efficiency and innovation, particularly with the new U.S. administration's approach to AI policy and the UK's AI Opportunities Plan.