Big ideas in tech for 2025

Partners at venture firm Andreessen Horowitz predict major tech shifts in 2025, spanning energy, defense, space, robotics and health. David Ulevitch expects nuclear reactor orders to accelerate, citing AI data center demand and the Three Mile Island plant in Pennsylvania, slated to return in 2028. Erin Price-Wright expects demand for hardware-focused engineers to grow, possibly outpacing traditional software engineering over the next decade. Vineeta Agarwala says GLP-1 drugs are expected to create a $100B+ market by 2030, and cites Dr. Georg Schett's published results, in which all 15 patients with B-cell-driven autoimmune disease improved after CAR-T therapy.