Air Street's State of AI 2025 Report
Reflection raised $2B to build frontier open-weight models with a focus on safety and evaluation, led by a team with backgrounds from AlphaGo, PaLM, and Gemini. Figure launched its next-gen humanoid robot, Figure 03, emphasizing non-teleoperated capabilities for home and large-scale use. Radical Numerics released RND1, a 30B-parameter sparse MoE diffusion language model with open weights and code to advance diffusion LM research. Zhipu posted strong results with GLM-4.6 on the Design Arena benchmark, while AI21 Labs' Jamba Reasoning 3B leads tiny reasoning models. Anthropic introduced a plugin system for Claude Code to enhance developer tools and agent stacks. The report also highlights SoftBank's acquisition of ABB's robotics unit for $5.4B and the growing ecosystem around open frontier modeling and small-model reasoning.