6 Studies from June: Biotech, AI Winter, and Agentic AI
A roundup of the most important studies and reports from June: 6 papers on how to turn abstract ideas into practical steps and develop new modes of thinking that match the challenges of the future.
Angelina Zaitseva
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The Top 10 Emerging Technologies of 2025 report shows that the world is moving away from isolated inventions — from singular breakthroughs to compositional technologies that link materials, biology, and computation. These "technology assemblies" are not abstract ideas but already applicable constructs: for example, structural batteries (a vehicle body with an integrated battery), green nitrogen fixation (a method of producing fertilizers without CO₂ emissions), and neural networks that generate watermarks — embedded authenticity markers for combating fakes and deepfakes in synthetic content.
For the first time, the report includes ecosystem readiness maps (assessments of the maturity of society, infrastructure, and markets), strategic future scenarios from the Dubai Future Foundation, and an AI trend analyzer method — an algorithm that, based on scientific publications, identifies weak signals with the potential to become mainstream. For research teams and startups, the WEF report is an instruction manual for action: it offers Tech-to-Market Sprints (8-week tracks from idea to prototype), Foresight Radar API (automated scanning of scientific publications and patents), Reg-Pulse Dashboard (monitoring of regulatory changes), and Playbooks — scenarios for combining technologies.
The largest empirical study of AI's impact on the labor market to date (983 million job postings, 15,000+ unique skills, 6 continents) shows that AI is not "killing professions" — it is restructuring the employment market from within. According to PwC, skills in AI-exposed roles are being updated faster than the market average, and employers are increasingly dropping degree requirements in favor of rapidly evolving specific (often novel) skills.
The report classifies professions by degree of "exposure" to AI and records a 66% rate of "skill turnover" in AI-exposed roles (just a year ago it was 25%), while also demonstrating that growth is concentrated in zones of "augmentation" rather than "automation": +6% versus −7%. The focus extends beyond programmers: growth is recorded even among waste truck drivers and machine operators. PwC proposes new tools: Skill-Shift Radar (a tracker of emerging skills), Augment-First Policy (career tracks for "augmented" roles), and Sector Heat-Maps that predict unexpected AI surges. This report is an entry point into a new architecture of employment, where change proceeds through the quiet recalibration of professions.
The biotech industry has come through a period of overheating and is now entering a phase of rationalization: against revenues of $205 billion, the sector is carrying a cumulative loss of −$34 billion and registering declines in IPOs, hiring, and market capitalization. EY provides the first publicly available figures on the impact of U.S. tariff policy on biopharma and supply chains: documented trends include the reduction of operating expenses, a shift toward royalty financing (funding through a share of sales), the localization of supply chains, and the large-scale adoption of GenAI — from eConsent in clinical trials to back-office robotization.
Innovation is becoming a discipline: 77% of CEOs already report productivity gains from AI tools. But the analysis has its limits: the sample is restricted to 50 CEOs, private equity data is absent, and there is a significant risk of methodological bias (EY consults the very market it analyzes).
The RAND report is one of the first to propose thinking about a coming AI winter — a prolonged market downturn in which prices fall, investor interest wanes, and new projects virtually cease to appear — not as a technical failure, but as a case of economic and political exhaustion.
As the cost of training foundation models (such as GPT-4 or Gemini Ultra) has already reached $2 billion, it is becoming clear that the private market may not sustain this pace. If cost growth continues, AI development will end up either in the hands of governments or in a frozen phase — and this is not a metaphor, but a scenario within the AI winter matrix proposed by RAND. For the first time, a structured analysis has been assembled showing how imitation (cheap model clones), resource constraints, GPU supply limits, a deficit of "clean" datasets, and other factors may lead to one of four scenarios: private-sector leadership, government-business partnership, full government control, or a new "stagnation" in the form of an AI winter. The authors propose tools — from a stress model for computational costs to templates for public-private alliances — but acknowledge limitations: estimates are built on leaks and do not account for China.
GenAI is already inside companies: 78% have deployed co-pilots, but 80% see no returns. This McKinsey report is about how to break out of the deadlock: by moving from standalone interfaces to agentic AI — agents that set goals, invoke tools, adapt, and learn.
The report proposes a new architecture, the Agentic AI Mesh: a layer of trust, authorization, memory, and feedback, with case studies from banking, retail, and science (−60% manual effort in data cleaning, +30% faster credit decisions). But transformation is possible only with a complete restructuring of processes, teams, and governance. Risks include uncontrolled agent proliferation (agent sprawl), technical debt, and, of course, psychological and cultural resistance.
Deloitte shows that AI is ceasing to be an "industry" and is becoming a gravitational force reshaping everything — from chips to cryptography. Tech Trends 2025 is a map of how exactly this is happening: edge inference (running AI computations on local devices) is replacing the cloud; agents are rewriting IT architecture; SLMs (small language models that run faster and cheaper) are displacing large models (such as GPT) in narrow tasks; and the quantum threat already demands a reassessment of cryptographic infrastructure.
Inside the report: six forces, three layers (interaction–information–computation and their reflection in business), and dozens of examples (from Benfica — a football club using digital twins of its players — to NIST PQC, the post-quantum cryptography standards from the U.S. National Institute of Standards and Technology). An important caveat: this report is not a study but a consulting model of the future; its practical value requires filtering through the context of a specific company.