External signal·BOND·May 30, 2025·Mary Meeker, Jay Simons, Daegwon Chae, Alexander Krey·25 min read
Trends — Artificial Intelligence
Summary
Mary Meeker's BOND revival of the "Internet Trends" franchise for AI — a ~340-slide, data-dense report documenting the unprecedented speed of AI adoption (ChatGPT reaching hundreds of millions of users), surging capex, falling inference costs, the US-China race, and AI as an infrastructure shift rather than a product wave. Work and "job transformation" is one section among many; Meeker frames the moment as one of intense competition and "lots of wealth creation and wealth destruction."
Predictions for the future of work
Argues AI is reshaping behaviour, markets and work faster than the internet did — folding decades of change into months — and treats labour-market transformation as one consequence of an economy-wide infrastructure build-out rather than a standalone jobs forecast.
Originally published by BOND · May 30, 2025
Read the original at BOND