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The AI Daily Brief: Artificial Intelligence News and Analysis

My Autumn AI Predictions

The AI Daily Brief: Artificial Intelligence News and Analysis

Nathaniel Whittemore

Technology

4.7763 Ratings

🗓️ 3 September 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

Back to school season means back to AI predictions! After a summer of skepticism around the MIT study claiming 95% of AI pilots fail, NLW dives nto what's really coming this fall and beyond. From simmering skepticism to multimodal model progress to the potential for AI M&A, NLW breaks down all the key trends.
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Interested in sponsoring the show? nlw@breakdown.network






Transcript

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0:00.0

Today on the AI Daily Brief, as the Burmonds begin, you are getting my autumn AI predictions.

0:07.2

The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.

0:17.9

Hello, friends. Welcome back to the AI Daily Brief. Quick announcements before we dive in.

0:21.6

First of all, thank you to today's sponsors, KPMG, pencils and robots, super intelligent and blitzie.

0:27.2

To get an ad-free version of the show, go to patreon.com slash AI Daily Brief. And if you are interested in sponsoring the show, send us a note at sponsors at AIDailybrief.a.

0:36.4

Now, I have a fun one for you today. The news cycle is slowly starting back up. It is back to school time here in the U.S., which also means back to work time for all intents and purposes. This is really the time of year that everyone shakes off the summer sunshine and gets back down to business, and I love it. It has since I was very young and this was the school year beginning, felt more like New Year's to me than New Year's. And so rather than just do a retrospective on what happened this summer, which if you were listening to the show, you'll already have heard, I want to translate that into some predictions. So what I'm going to do is I'm going to look at where we are and how I think it plays out

1:10.8

over the course of the next couple of months. And I think where we have to start is with

1:14.9

continued simmering skepticism around AI. We right now have an unholy alliance of market

1:21.9

shorters, AI skeptics, and media headline editors who are all keeping this MIT study headline

1:27.4

alive. This, of course,

1:29.1

is the study where MIT found that 95% of all AI pilots were going nowhere and creating no value,

1:35.4

which was translated by headline writers into 95% of AI efforts are completely worthless. Never

1:41.1

mind the fact that this was based on around 50 interviews and a reading of public

1:44.5

financial statements to see whether companies were declaring that AI had increased their revenue

1:48.2

or not, a very dubious methodology at best. Now, interestingly, however, you're also starting

1:54.1

to see a lot of companies who want to sell you something lean into the MIT story as well.

1:58.9

Basically, the extension of the narrative is that, yes, of course,

2:02.3

many pilots are meaningless, but it's not because AI doesn't work, it's because it wasn't implemented

2:06.7

well. The implication, of course, being that if you work with them, they can help you implement it well,

2:10.9

which, honestly, I'm totally fine with this narrative. Secure the bag, my AI entrepreneur friends. But the point

2:16.5

is that surrounding all of this, we are heading into this fall with a little bit of AI skepticism. Usually at this time, the summer AI antagonistic narrative has sort of worn off. But of course, it wasn't just the MIT study. It was also Sam Altman, sort of a little bit saying we're in a bubble. Although even that was widely overreported, I think.

2:38.5

But as I said before, I think that part of the reason that this hit the way that it did when it did is that it came in the context of the broader market cycle. Summer is a historically

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