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The holidays are over, and we still havenβt shared our favorite books from 2025. |
To be honest, the year was hectic. Reading happened in fragments, between launches, interviews, deadlines, and the feeling that everything in AI was moving slightly faster than our ability to metabolize it. So this list is not exhaustive. Itβs smaller than we wanted it to be. But itβs interesting and honest. |
Before we start, make sure youβve seen our 2023 recommendations (very good) and 2024 (amazing as well). They still hold up remarkably well, and together with this yearβs list they form a pretty solid reading shelf for understanding where AI is actually going, not just where it is being advertised. |
Last yearβs list focused on the technical foundations of ML. This year, our selection reflects the massive shift in the landscape: the geopolitical tug-of-war over hardware, the internal races within Big Tech, and the quest for the ultimate milestone β AGI. |
Star this collection and share with friends. |
Power, Scale, and Unintended Outcomes (Understanding How Power Accumulates) |
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If you want to understand how and why China might win the AI race, you need to read this book. Though itβs not about AI at all. |
Apple is used as a case study, but the book is really about how large technology companies interact with state capacity when scale becomes the primary objective. It documents how operational knowledge, manufacturing discipline, and capital investment were transferred into China over many years, contributing to the formation of an advanced industrial ecosystem. |
These decisions were driven by efficiency and growth, not by geopolitical strategy. But once companies operate at sufficient scale, those distinctions stop mattering. Supply chains become political by default. Dependence limits optionality. Strategic leverage shifts without any explicit intent. The bookβs value is in making this dynamic visible. And itβs brilliantly written. |
If you want to understand how power actually accumulates in tech β and why AI isnβt going to be an exception β this book gives a lot of food for thoughts. |
Reading Apple in China led me to reread Chip War: The Fight for the Worldβs Most Critical Technology by Chris Miller. The two books address the same landscape from different angles: one through corporate execution, the other through state competition. Read together, they provide useful context for current discussions about AI, compute, and industrial capacity. |
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When you think about chips, NVIDIA and Jensen Huang are immediately on your mind. This book is a reported biography of NVIDIA and its founder, focused on how the company moved from a graphics chip niche into a central position in modern computing. |
The book traces NVIDIAβs technical and organizational evolution over several decades, with particular attention to Jensen Huangβs long-term bets on programmable hardware and software ecosystems such as CUDA. It documents how these choices positioned NVIDIA as a key supplier for contemporary AI workloads. |
This is not a technical book about chips. Its value lies in showing how sustained architectural decisions, organizational culture, and timing shaped NVIDIAβs role in the current AI economy. If you want another book about NVIDIAβs way, here is one from the end of 2024: The Nvidia Way: Jensen Huang and the Making of a Tech Giant by Tae Kim |
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Letβs continue with giants. This book reads like a snapshot of the current moment in AI, taken from inside the industry. |
Gary Rivlin β a veteran Pulitzer Prizeβwinning journalist β follows people rather than technologies: executives, founders, investors, researchers. Microsoft and Google are central, but the story moves across the broader ecosystem, including startups that rise quickly and disappear just as fast. The emphasis is on decisions, incentives, and timing, not on how models work. |
What comes through clearly is how expensive this phase of AI has become, and how that shapes who gets to participate. Training costs, infrastructure, and access to capital quietly narrow the field. The book doesnβt argue this point. It simply shows it happening. |
Itβs a useful read if you want to understand how AI moved from research and experimentation into large-scale commercialization, and what that shift looks like from the inside. |
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Naturally following out of the previous book, is this one, written about Bill Gates by Bill Gates. This is a much narrower book than the title might suggest. It focuses on Gatesβs early years, before Microsoft became a company with global reach. |
One detail that stays with you is the role of his mother, Mary Maxwell Gates. The book makes it clear that access, expectations, and exposure to institutions mattered early on. Her professional and civic networks shaped opportunities that later tend to be described as luck or coincidence. In short: she was really cool, and thatβs why Bill became who he became. |
The book is not trying to revise the Microsoft story. It shows how tech ability develops alongside family context and social structures, long before outcomes are visible. |
Thinking about AGI (without slogans) |
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There are many books that talk about AGI. Very few slow down to define what they mean by it. This one does, and thatβs its main strength. John Thompson argues that AGI is not a single breakthrough but a convergence. He brings together Foundational AI, Generative AI, and Causal AI into what he calls Composite AI, and uses this frame consistently throughout the book. Itβs a useful way to organize a space that is otherwise discussed in fragments. You come away with a clearer sense of what problems remain unsolved, and why many AGI claims collapse once you look closely. |
Itβs a good fit if you want a more structured way to think about AGI beyond GenAI headlines, and a clearer sense of what βgeneralβ would actually have to mean. |
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This book revisits the idea of recursive intelligence growth and takes it seriously, in a way that is increasingly unfashionable. Barrat focuses on loss of control, institutional inertia, and the gap between AI capability growth and our ability to govern it. |
It is deliberately cautionary. The argument is not that an intelligence explosion is inevitable, but that the systems we are building make dangerous trajectories plausible and underexamined. Read it as a counterweight to optimistic AGI narratives, and as a reminder that capability gains do not automatically come with control. |
How to think about AI (rather than what it will do) |
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Susskind is non-technical on purpose and is mostly interested in consequences: work, institutions, law, governance, and the kinds of social decisions that get postponed until technology forces them. He treats ChatGPT as a chapter, not the story, and keeps pushing the reader to look past todayβs tools toward what the 2030s might bring. |
What you get is a set of questions and mental models, not a framework for building systems. If you want something calmer than the daily AI feed, but still serious about the scale of change, this is one of the better options. |
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This is the definite optimistic heavyweight in the pile. |
Hoffman is making a straightforward case: AI can expand human capability if we treat it as augmentation and build for that intentionally. The book is strongest when it gets concrete, especially around areas like healthcare and parts of government, where better interfaces and better decision-support could matter more than flashy demos. |
The main limitation is also obvious. Itβs written from inside the Silicon Valley worldview, and at times it reads like persuasion more than inquiry. Some readers will find it energizing. Others will find it one-sided, with the hard parts acknowledged quickly and then moved past. Worth reading if you want a clear articulation of the βletβs build the best version of thisβ position, and want to understand why many tech leaders are genuinely bullish, not just financially incentivized. |
Beyond technology: constraints and capacity |
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This is not an AI book, but it belongs on this list. Iβve been thinking a lot about abundance and about the promised redistribution of wealth. How are we actually supposed to do that? |
This book doesnβt give a neat answer. Or any answer. Instead, it shows why redistribution alone breaks down when the things people need remain scarce. You can move money around, but if housing, energy, or infrastructure donβt get built, pressure simply reappears elsewhere. |
Itβs a useful reminder that technological capability alone does not determine outcomes. |
A lot to work on ahead. |
Happy 2026! |
If you read something in 2025 that genuinely stayed with you, leave it in the comments. Iβm always open for a good book. |
And if youβre reading this on a quiet Sunday β enjoy it. |
Forward this newsletter to your friends and colleagues. Sharing does mean caring and helps a lot π€ |
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