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This Week In AI Business [Week #3-2025]
- The AI market captures 35.7% of the global VC funding, with almost half coming from the US. Hardware, foundational and consumer AI layers are winner-take-all, while enterprise AI remains fragmented.
- Technical roles like Systems Engineers and Cloud Architects are in high demand, while leadership roles for AI C-suite executives have surged 428%
- London is Europe's leader in AI, raising $3.5B in AI funding, with strong growth in health AI and unicorn startups. France remains stable but struggles with IPO and investor pullback. UK unveils a £14B initiative emphasizing AI innovation.
- Google focuses on consolidating AI teams with their Gemini AI product. Microsoft launches CoreAI to unify their AI development teams. Amazon looks to redesign Alexa with generative AI technology.
- OpenAI introduces 'tasks' feature in its ChatGPT web app, enabling scheduled reminders and request performances, signaling a move toward autonomous AI systems and more agentic technology.
- The corporate world is increasingly focusing on the selling and provision of AI infrastructure, with companies like AWS, NVIDIA, and Microsoft acting as the AI equivalent of the 'pick and shovel' during the gold rush.
- The AI industry's evolution is projected to revolutionize the job market, with an increase in demand for seasoned technical experts, and a parallel decline in the importance of middle management. Leadership roles will be vital in navigating AI transformations.
- London solidifies its position as the third leading AI hub globally, obtaining $3.5B in AI funding with strong health sector growth and unicorn expansion. In contrast, Paris struggles with IPO activity and investor pullback.
- Salesforce focuses on AI product sales, targeting a growing market through the hiring and training of 2,000 AI-focused salespeople. BMC aims to maximize economic benefits in shifting towards an agentic-first app stack.
- The AI industry has already expanded the market for technical roles in niches that in the past had very few researchers. A similar effect could occur in the AI-professional job market.
- Google loses momentum in upcoming ChatGPT market shares. The rise of Demis Hassabis presents an interesting case for leadership shifts at Google in the near future.
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