Mary Meeker - Artificial Intelligence (AI) Trends Report
Episode description
Mary Meeker’s experience dates back to her role as a leading technology analyst at Morgan Stanley with her “Internet Trends Report”, she was in the middle of the Netscape, Amazon, and Google IPOs, and became a VC at Kleiner Perkins (2010) and then founded Bond in 2018 which has raised $5.75B to fund companies including Canva, Stripe, Plaid, Ironclad and Nextdoor to name just a few.
During this episode of SaaS Talk with the Metrics, CAC and Growth discuss some of the KEY highlights of the 339-page report, Bond and Mary Meeker just released on Artificial Intelligence (AI) Trends - 2025 including:
- ChatGPT and Generative AI are the fastest growing technology adoption of all time - with context
- Exponential growth of the AI ecosystem
- How Generative AI is reinventing the technology stack and economic models
- Geo-political impact of the race to AI leadership
- Capital intensive nature of AI and the operating profitability reality
- Legacy SaaS companies or native language models applications - who will win...and why
The Metrics Brothers go beyond legacy SaaS to discuss the AI Trends captured in the Mary Meeker - Bond report and guess what - it includes numbers and metrics!!!
Full report available at: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf
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