Macro Insights
July 02 2025

AI Eats World: Five Themes for 2025

25 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

To demonstrate the acceleration of the pace of progress in AI, this paper discusses five of the most important AI themes in play today: physical AI, China’s ascending capabilities, Trump’s tech agenda, agentic AI and open-source models.

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