Notes on Mary Meeker’s AI trends report

LLM

Mary Meeker used to be famous for her annual “The State of the Internet” report. She has now done one on AI. All of the graphs are pointing upwards.

Published

June 16, 2025

This is James / linking

https://www.bondcap.com/reports/tai

Also see: https://www.axios.com/2025/05/30/mary-meeker-trends-report-openai

Personal takeaways

Mary Meeker used to be famous for her annual “The State of the Internet” report.
She has now done one on AI.
All of the graphs are pointing upwards, often dramatically.
All graphs are pointing upwards at a very fast rate, faster than Internet/web uptake.
OpenAI’s ChatGPT – based on user / usage / monetization metrics – is history’s biggest ‘overnight’ success.
Growing globally in most regions simultaneously, unlike internet.
Going to have huge influence on jobs.
Is optimistic for the long term…
Good resource on AI growth: Epoch AI

Global GDP – Last 1,000+ Years

Data via Maddison Project & Our World in Data

Number of New Large-Scale AI Models (Larger than 1023 FLOP*) – 2017-2024

Source: Epoch AI(5/25)

ChatGPT User + Subscriber + Revenue Growth

Source: OpenAI disclosures (as of 4/25), The Information (4/25)

AI Milestone Timeline – 1950-2025

Sources: Stanford University and other sources.

Top Ten Things AI Can Do Today

(According to ChatGPT itself)

Write or edit anything : Emails, essays, contracts, poems, code — instantly and fluently.
Summarize and explain complex material : Simplifies PDFs, legal docs, research, or code into plain English.
Tutor you on nearly any subject : Learn math, history, languages, or test prep, step by step.
Be your thinking partner : Brainstorm ideas, debug logic, or pressure-test assumptions.
Automate repetitive work : Generate reports, clean data, outline slides, rewrite text.
Role-play anyone you need : Prep for interviews, simulate customers, rehearse conversations.
Connect you to tools : Write code for APls, spreadsheets, calendars, or the web.
Offer therapy and companionship : Talk through your day, reframe thoughts, or just listen.
Help you find purpose : Clarify values, define goals, and map actions that matter.
Organize your life : Plan trips, build routines, structure your week or workflow.

In five or ten years time?

Build and run autonomous businesses?
Make scientific discoveries?
Create films and games in real-time?
Be a human-like robot?

Success in creating AI could be the biggest event in the history of our civilization. But it could also be the last – unless we learn how to avoid the risks.

Stephen Hawking, Theoretical Physicist / Cosmologist (1942-2018)

Internet vs. ChatGPT Users – Percent Outside North America (1990-2025)

Source: United Nations / International Telecommunications Union (3/25), Sensor Tower (5/25)

% of Testers Who Mistake AI Responses as Human-Generated – 3/25

Source: Cameron Jones and Benjamin Bergen, ‘Large Language Models Pass the Turing Test’ (3/25) via UC San Diego

AI Benefits & Risks

Success in creating AI could be the biggest event in the history of our civilization. But it could also be the last – unless we learn how to avoid the risks. Stephen Hawking, Theoretical Physicist / Cosmologist (1942-2018)