2025 AI Year in Review: Why Gemini Won 2025's AI Model Wars

AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process.

In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money.

Pei breaks down the trust problem around letting AI control our money and what happens when white-collar jobs get disrupted first.

We discuss:

- AI going from demos to managing real capital
- Why Gemini dominated 2025's model wars
- How AI agents are replacing hedge fund managers
- Theoriq's Alpha Vault: 25% returns through agent coordination
- The trust problem: when should we let AI control our money?
- White-collar jobs getting disrupted first
- AI building AI: the inception problem
- Future of junior engineering roles with AI

The Rollup