A Complete Guide for the AI Wave《The Age of AI Acceleration》

Rich Compass

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Mary Meeker, Jay Simons, Daegwon Chae, and Alexander Krey from BOND report that Artificial Intelligence is undergoing an unprecedented and rapid transformation, outpacing previous technological shifts.

Key data indicates explosive growth:

• User Adoption: ChatGPT reached 800 million weekly active users (WAU) by April 2025, with 90% of its app users outside North America by its third year, a milestone the internet took 23 years to achieve. ChatGPT hit 365 billion annual searches in 2 years, 5.5 times faster than Google.

• Investment: "Big Six" USA technology company CapEx hit $212 billion in 2024, a 63% year-over-year increase, heavily targeting AI.

• Development: AI model training dataset sizes grew 260% annually over 15 years, and training compute increased 360% annually over the same period. The number of new large-scale AI models released grew 167% annually over four years (2020-2024). NVIDIA's developer ecosystem expanded to 6 million, a 6x growth in seven years.

• Performance & Economics: AI performance has surpassed human levels, achieving 92.3% accuracy on the MMLU benchmark in 2024. While model training costs exceed $100 million and are rising, inference costs per token have plummeted by 99.7% in two years. NVIDIA’s 2024 Blackwell GPU is 105,000 times more energy-efficient per token than its 2014 Kepler predecessor.

• Monetization & Market: OpenAI's estimated revenue reached $3.7 billion in 2024, while Microsoft's AI business surpassed a $13 billion annual revenue run rate by January 2025, up 175% year-over-year. China is rapidly advancing, with companies like DeepSeek showing significant growth in global desktop user share (from ~0% to ~21% between Feb 2024 and Apr 2025) and leading in industrial robot installations.

• Physical World & Work: Tesla's Full Self-Driving has seen a nearly 100x increase in cumulative miles driven (reaching over 3.5 billion by March 2025) over 33 months. USA AI job postings increased by 448% between January 2018 and April 2025, while non-AI IT jobs decreased by 9%.

The report concludes that the AI era is "game on," characterized by intense global competition, significant capital investment, and transformative potential across all facets of life and work.

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