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It’s not your imagination: AI is speeding up the pace of change | TechCrunch

May 30, 2025 - techcrunch.com
Venture capitalist Mary Meeker has released a comprehensive 340-page report titled “Trends — Artificial Intelligence,” highlighting the unprecedented pace of AI development and adoption compared to previous tech revolutions like mobile, social, and cloud computing. The report emphasizes the rapid growth in AI usage, with ChatGPT reaching 800 million users in just 17 months, and the significant drop in inference costs by 99% over two years. Meeker notes the swift advancements in AI technology, such as Nvidia’s energy-efficient GPUs and the development of Google and Amazon’s cloud chips, which are foundational to their business strategies.

Despite the rapid technological advancements, the financial returns from AI have not yet surpassed those of previous tech revolutions. While venture capitalists are heavily investing in AI, the industry is also experiencing high cash burn due to the substantial infrastructure investments required. This benefits consumers and enterprises through fast improvements and reduced costs, but it remains uncertain which AI companies will emerge as profitable, long-term tech giants. Meeker concludes that the future of AI's financial success is still uncertain, urging observers to stay attentive to the evolving landscape.

Key takeaways:

  • The adoption of AI is unprecedented in speed and scope compared to previous tech revolutions like mobile, social, and cloud computing.
  • Mary Meeker's report highlights the rapid development, adoption, and cost reduction in AI, with examples like ChatGPT reaching 800 million users in 17 months.
  • AI infrastructure requires massive investments, leading to high costs for companies, but benefits consumers and enterprises with fast improvements and lower costs.
  • The financial returns of AI are still uncertain, and it's unclear which companies will become profitable, long-term tech giants.
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