Introduction
Mary Meeker, renowned for her comprehensive Internet Trends reports, has released a new 340-slide presentation for BOND titled “Trends – Artificial Intelligence.” This extensive report delves into the rapid advancements and implications of AI technologies in 2025. 
Key Highlights
Explosive Growth in AI Adoption
- ChatGPT’s Meteoric Rise: Achieved 800 million users within 17 months, marking one of the fastest adoption rates for a consumer internet product. 
- Enterprise Integration: 50% of S&P 500 companies mentioned “AI” in their Q4 2024 earnings calls, indicating widespread corporate engagement. 
Infrastructure and Investment Surge
- Massive Capital Expenditure: The “Big Six” tech companies (Amazon, Apple, Google, Meta, Microsoft, Nvidia) are collectively investing $212 billion annually in AI infrastructure, a 63% increase from the previous year. 
- NVIDIA’s Dominance: Reported $39 billion in quarterly data center revenue, underscoring the demand for AI processing capabilities. 
Technological Advancements
- Efficiency Gains: NVIDIA’s 2024 Blackwell GPU uses 105,000 times less energy per token compared to its 2014 predecessor, highlighting significant improvements in energy efficiency. 
- Cost Reduction: Inference costs have plummeted by 99% over two years, making AI applications more accessible. 
Societal and Economic Implications
- Workforce Impact: AI’s rapid integration poses challenges for employment, with potential disruptions across various sectors.
- Policy Lag: Regulatory frameworks are struggling to keep pace with AI’s evolution, raising concerns about governance and oversight.
Conclusion
BOND’s 2025 AI Trends report paints a picture of a world undergoing rapid transformation driven by AI. The unprecedented speed of adoption, investment, and technological advancement presents both opportunities and challenges that stakeholders across industries must navigate.
For a more in-depth exploration, you can view the full 340 page report here: Trends – Artificial Intelligence | BOND