Technology and Innovation Community

Mary Meeker (a well known former Wall Street tech analyst from 1990s and current VC founder and GP @ BOND) and her team just published their latest piece on the general trends in AI.

That used to be her regular Internet Trends report but, actually, she has been quiet since 2019.

The report is 340 pages and for those who want to focus on particular topics below is the content by slides:

• Charts and Trends - Technology, Distribution Evolution, Knowledge, AI Development and Benefits and Risks (p. 9-51)
• AI User, Usage, CapEx Growth (p.52-128)
• AI Model Compute Costs and Inference Costs (p.129-152)
• AI Usage, Costs and Loss Growth (p.153-247)
• AI Monetization Threats (p.248-298)
• AI and Physical World Ramps (p.299-307)
• Global Internet Users powered by AI (p.308-322)
• AI and Work Evolution (p.323-336)

#AI #innovation

Thank you for flagging this, Todor. It has been a really long time since I've read Mary Meeker's reports but appreciated her contextualising data. 

About the report's last section and the future of work with AI:

Stanford (same Stanford HAI referenced in the paper) published survey results very recently (within the past week) that is a good follow-on to the Bond report. 1,500 workers were surveyed to investigate what do workers want from AI automation vs what the tech industry is building. A good "voice of the customer" exercise:

https://futureofwork.saltlab.stanford.edu/

https://medium.com/coding-nexus/stanford-survey-reveals-which-jobs-ai-is-most-likely-to-replace-1c314b8fdd3b

Thanks Kara. Great input and insights.

Great take from the Team @ Stanford University. They should extend their survey to actual executive decision makers within the corporations as well.

In that way we'll have at least '180 degrees' view on the current playing field (I am not saying '360 degrees' since I am not including external stakeholders, etc.).

In my mind, treating AI as a another 'product' or 'tool' is overlooking the significant impact it will have on people's lives going forward (just personal opinion).

Re: Startups -  most startups will continue to do what they always do (taking risks) following the mantra 'build it and they will come', that's why hit rates are gerenerally low and that's why we call it VC ...

I hope that going forward all these constant AI developments will helps us to focus on building up proprietary technology that is 10x better to what we currently have, focus more on hardware rather than software - as Peter Thiel says: "We wanted flying cars, instead we got 140 characters' (eg. the last supersonic Concorde plane built was in 1978 and the average flying time from London to NY was 3.5hrs, today - almost 50 years later - the average flying time from London to NY is 7.5-8hrs).

Some food for thought here ...

Finally, below is a link to the deck from the Team @ Coatue from their annual East Meets West conference in Montecito, CA held last week.

Coatue's 2025 EMW Keynote

Todor

 #AI #innovationcommunity