($) Two Charts That Matter in Mary Meeker’s AI Deck
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Reading and commenting about Mary Meeker’s “State of the Internet” deck was a regular ritual of anyone who works tech. Now that everything in tech has moved on to AI, Meeker and her team at Bond Capital have also moved on with their first AI trend deck released a couple of days ago, sparking a similar wave of attention.
In her 300-plus page AI deck chock-full of charts painting different dimensions of AI adoption and trajectory, almost all of them are up-and-to-the-right. For AI optimists, like myself, it is a wonderful collection of confirmatory evidence. But hidden in this massive PDF of optimism are two charts that are not so obviously up-and-to-the-right and paint a more nuanced, less slam-dunk picture. One chart gets to the heart of the geopolitical future of AI. The other gets to the core of the business fundamentals of AI.
I unearthed them by going through the deck page by page, not delegating the work to an AI. If you care about either the geopolitics of AI or the business of AI (or both), these two charts, not the other ones that are all shaped like hockey sticks, are what matter.