P.INC AI DISPATCH

WED DEC 31, 2025

Bi-weekly dispatch on the state of AI, mapping culture, product, research, and geopolitics. Each section is designed to filter what’s new and interesting.

CULTURE

Broad societal mindset and reactions to AI

Hover over each term to reveal the meaning of possible 2026 buzzwords according to end of year trend predictions.

multimodalworld modelprediction marketsinfinite contextoperating systemsuperapptokenizationresearch modephysical AIroboticsdecentralizedobservabilitydark forestbenchmaxxingmechanistic interpretabilityamerican dynamismambient AIvoice-firsthumanistcreative recessionconservatismneural mediaTPUprivacyAI filmsloptimistprompt-freehyperstitionneo-oralityspiritually chinesesoul documentproof of craftautonomous worldsparacontentegregoredeep wrappersgroupcoremaximalismEUV lithographyfalse memoriesliquidityAI stimulantsvirtuesubjectivity

PRODUCTS

New products and AI applications

Explore AI user archetypes and the tools they are most likely to use. Hover over each user archetype to understand their perspective on AI.

High Trust
Low Trust
Low Engagement
High Engagement
evangelist
power user
Midjourney
KREA
Runway
Kling
Recraft
Loveable
Superhuman
Emergent
Base 44
Semrush
ElevenLabs
Tavu
Suno
Spline
Luma Labs
outsourcer
Known
Wispr Flow
Manus
dabbler
You.com
Comet
Wabi
Higgsfield
Soot
Granola
Freeflo
Sora
D-ID
Humata
skeptic
doomscroller
isFake.ai
Brave
HIX Bypass
StealthGPT
Walter Writes
GPTZero
Winston AI
AI Voice Detector
tinkerer
compartmentalizer
N8N
LM Studio
Notion AI
Stable Diffusion
Claude
Ollama
Fuser
Parallel AI
Hume
Bloom
Adobe Firefly
Prompt Builder
Nano Banana
GitHub Copilot
Holly+
Point-E
CSM
Alias
Pollinations
Z.ai
Doodle Classifier

Engagement: How much are you doing with AI? (agency/ technical literacy)

Trust: How do you feel about AI? (affect/ emotional valence)

INFRASTRUCTURE

Computational backbone and global power dynamics.

Click and drag the diagram below to dive into an overview of US AI infrastructure developments this past year. Each edge is linked to the information source.

INFRASTRUCTURE MAP

Infrastructure Deal
Equity
Data Center
$1.5B
$27B
$10B
$20B
$10B
$4B
$19B
$5B
$38B
$7B
$7B
$19B
$22B
$13B
$14B
$14.2B
$30B
$10B
$10B
$8B
$3B
$50B
$25B
$10B
$1B
$50B
$5B
El Paso
Hyperion
Prometheus
Oracle
Meta
Digital Bridge
Softbank
Stargate
MGX
OpenAI
Coreweave
Microsoft
BlackRock
NVIDIA
Amazon
Google
US Govt Infrastructure
Intel
AMD
Fluidstack
Anthropic

UBS projects global AI spending to reach $375 billion this year and surpass $3 trillion by 2030, driven by infrastructure and energy demands. However, skepticism is rising—a recent Bank of America survey reveals that 53% of investors fear AI stocks are in a bubble.

RESEARCH

Cutting edge publications from frontier labs

Zooming into recent publications about the geometric shape of artificial intelligence, below are four approaches to visualizing how we perceive AI capabilities relative to human intelligence. Hover over each shape to understand the corresponding mental model.

Human Intelligence

Techno-Optimist Blob

Jagged Frontier

Spiky Star (Alien)

Source: The Algorithmic Bridge