The AI Infrastructure Phase Has Begun
AI Market Intelligence: April 2025. The structural shifts are quietly redrawing the boundaries of where and how AI gets built.
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This April, the Chocolate Milk Cult read thousands of pages in papers, financial reports, engineering blogs, and more.
We reviewed code, commits, and failure patterns across hundreds of engineering teams. Had many hours of discussions with various members, both internally in our team and externally in high-performing Investment Teams, Labs, and Startups.
This report will bring the most important signals that you should track.
Not what’s being hyped. Not what’s being launched. Not “100 Developments in AI you should know”.
But the most important shifts under the surface — in infrastructure, in model design, and in the way systems break and hold under pressure.
This report will bring these curated signals to you so that you can act on them.
Since this is a paywalled article, I want to be upfront on who this article will be most useful to. I wrote this with a focus on-
Tech Professionals (or students) who want to understand where to develop their skills or push their teams to be most competitive in the AI market.
Investors who want to identify trends/techniques that will be best for investments and what specifically to invest in.
Policy Makers/Educators who want to design education programs that are actually relevant to people.
Assuming you’re one of the 3 groups, you’ll get a lot of value here. For everyone else- it’s still worth a read, but I might be biased here.
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