If the adoption of AI feels different from any technological revolution you may have experienced before – mobile, social, cloud computing – it is in fact.
Mary Meeker Business Capital A 340 -page slide report – which used the word “unprecedented” in 51 of these pages – to describe the speed at which it is developed, adopted, spent and used, supported, supported, supported by diagram after the diagram.
“The rhythm and field of change related to technology technology technology is indeed unprecedented, as supported by the data,” he writes in the report, called “Trends – Artificial Intelligence”.
There is a specific poetic story in this person who writes this kind of reference. Meeker is the founder and general associate of VC Firm Bond and was once known as the queen of the internet For previous annual internet reports. Prior to the founding of Bond, he ran the practice of Kleiner Perkins’ development from 2010-2019, where he supported companies such as Facebook, Spotify, Ring and Block (then Square).
She has not released a trend report since 2019, but she threw her skills to substantiate, in detail of laser, how AI’s adoption has overcome any other technology in human history.
Chatgpt declining 800 million users in 17 months: unprecedented. The number of companies and the percentage at which so many others hit high annual revenue rates: also unprecedented.
The speed at which the cost of use is reduced: unprecedented. While the cost of drawing up a model (also unprecedented) is up to $ 1 billion, the cost of conclusions – for example, those who pay to use technology – have already been reduced by 99% over two years when they calculate the cost per 1 million brands, he writes, reporting research by Stanford.
The rate at which competitors match each other’s characteristics, with a fraction of cost, including open source options, especially Chinese models: unprecedented. For example, he points out that Nvidia’s 2024 Blackwell GPU uses 105,000 times less energy per discreet than the company’s predecessor.
Meanwhile, Google chips, such as the TPU (Tensor processing unit) and Amazon’s Trainium grow on a scale for their clouds – and this moves quickly. “These are not side projects – they are fundamental bets,” he writes.
One area where AI has not exceeded any other technological revolution is in economic returns. While VCs lose money in the AI fire as fast as they can, AI companies and cloud service providers are also burning through cash. AI requires mass investment in infrastructure.
This is good for consumers and businesses, the beneficiaries of fast improvements, while competition reduces costs, Meeker points out. However, the jury is still out of which of the current crops of companies will become long -term, profitable, next -generation technological giants. “Only time will tell which side of the equation of money the current AI candidates will land,” he writes.
As for the rest: Just hold your hats.
