Fashion UK
I read Mary Meeker’s 340 Slide AI Deck—Here Are the Top Takeaways
The deck: https://www.bondcap.com/report/tai/#view/3
The substack: https://open.substack.com/pub/natesnewsletter/p/i-summarized-mary-meekers-incredible?
My site: https://natebjones.com/
My links: https://linktr.ee/natebjones
My substack: https://natesnewsletter.substack.com/
Takeaways:
1. Unprecedented Adoption Curve: ChatGPT vaulted to 800 million users and 365 billion annual searches in just two years—five times faster than Google’s early climb—showing AI’s break-neck consumer uptake.
2. Infrastructure Arms Race: NVIDIA-powered GPU compute has risen 100× since 2019, while Big Six cloud CapEx and data-center spend have surged, fueling the backbone of the AI boom.
3. Costs Fall off a Cliff: Energy per LLM token is down 105,000× and inference costs 99.7 % in two years, unlocking new use cases and shrinking barriers to entry.
4. Model Performance Converges: Arena scores now cluster OpenAI, Google, and DeepSeek, signalling a “multi-winner” landscape rather than a single dominant model.
5. Funding vs. Revenue Mismatch: Model builders have raised ≈ $95 billion against only ≈ $11 billion in annualized revenue—an overhang that may force higher prices or new monetization plays.
6. Diverging B2B vs. B2C Futures: Consumers gravitate to ChatGPT, but B2B remains wide open for niche, high-value tools that leverage cheaper tokens and specialized workflows.
7. Agent Hype, Sparse Reality: Searches for “AI agent” are up 1,088 %, yet real deployments thrive mostly inside deep-pocketed firms or tightly scoped products, leaving a mid-market void.
Quotes:
“ChatGPT reached 365 billion searches in two years—five and a half times faster than Google ever did.”
“It’s now 105,000 times cheaper to generate an LLM token than it was a decade ago.”
“Model makers have raised ten times more capital than they earn today, and sooner or later that bill comes due.”
Summary:
Mary Meeker’s first report in five years lays out AI’s breathtaking acceleration. I walk through her 340-slide deck, noting ChatGPT’s explosive user growth, massive hardware build-out, and plunging costs. GPU compute is up 100× since 2019 while energy per token has fallen 105,000×, letting model performance converge across OpenAI, Google, and DeepSeek. Yet model vendors face a $95 billion funding overhang versus $11 billion in revenue. Consumers already favor ChatGPT, but I see richer opportunity in B2B niches and infrastructure ‘pick-and-shovel’ plays. Hype around agents is real, adoption less so. Investors will treat this deck as this year’s AI compass.
Keywords:
Mary Meeker, AI trends, ChatGPT, user growth, GPU compute, token cost decline, model convergence, capital overhang, B2B AI, AI agents, pick-and-shovel, Nvidia
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Escucha / Stream ‘NO ME ARREPIENTO DE SENTIR TANTO’ on your favorite platform: https://KarolG.lnk.to/NMADST
Subscribe to my YouTube channel here: https://karolg.lnk.to/SubscribeKarolGYT
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X: https://twitter.com/karolg
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Facebook: https://www.facebook.com/KarolGOficial
LYRICS:
For you my lova
Pa’ que te enamore’
A esa boquita rojita bonita
Le están faltando mis besos
¿Cómo será de cerquita
Lo que tú y yo estamos sintiendo de lejos?
Es que el amor de mi vida
Es el que está en el reflejo de tu espejo
Alguien me dijo vive la vida
Y yo solamente estoy siguiente el consejo
Te quiero dar suavemente
Esos besitos que tenemos pendientes
Pa’ que pa’ que dejarlo a la suerte
Vamo’ a hacerlo aquí
En medio de toda la gente
Te quiero dar suavemente
Esos besitos que tenemos pendientes
Pa’ que dejarlo a la suerte
Vamo’ a ser feliz
Ya sufrimos suficiente
A mí me sobran las ganas
A ti te sobra la ropa
Vamo’ a quitarnos la pena
Con un wiskisito a las rocas
Este es el plan del destino
Diosito no se equivoca
Por fin llegó el angelito
Que le falta a la Bichota
Todos dicen
Que tú y yo
Tú y yo
Parece que inventamos el amor
Tú y yo
Somos un feeling sin explicación
Mi signo zodiacal tenía razón
Compaginamos sin comparación
Todos dicen
Que tú y yo
Tú y yo
Parece que inventamos el amor
Tú y yo
Somos un feeling sin explicación
Nos dicen la pareja del billón
Millones quieren ser como tú y yo
Te quiero dar suavemente
Esos besitos que tenemos pendientes
Pa’ que pa’ que dejarlo a la suerte
Vamo’ a hacerlo aquí
En medio de toda la gente
Te quiero dar suavemente
Esos besitos que tenemos pendientes
Pa’ que dejarlo a la suerte
Vamo’ a ser feliz
Ya sufrimos suficiente
Tú y yo
Tú y yo
Parece que inventamos el amor
Tú y yo
Somos un feeling sin explicación
Mi signo zodiacal tenía razón
Compaginamos sin comparación
Todos dicen
Que tú y yo
Tú y yo
Parece que inventamos el amor
Tú y yo
Somos un feeling sin explicación
Nos dicen la pareja del billón
Millones quieren ser como tú y yo
#KAROLG #NMADST #ForuMylova
Music video by KAROL G performing For u My lova (Visualizer).© 2026 Bichota Records LLC, under exclusive license to Interscope Records
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#anime #animation #donghua #動漫 #二次元 #new anime
If you want to watch exciting, exciting and passionate anime, come to Joyland Animation! Complete large collections, small collections, and updated projects can all be found here! Let’s discuss and share good-looking anime together~!
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The Adventures of Sherlock Holmes – Chapter 1 A Scandal in Bohemia Full Audiobook Arthur Conan Doy
Welcome to our reading of The Adventures of Sherlock Holmes by Arthur Conan Doyle.
Today, we begin with Adventure I: “A Scandal in Bohemia,” the first story in this classic collection featuring the brilliant detective Sherlock Holmes and his loyal friend, Dr. John Watson. If you enjoy timeless mysteries and detective fiction, please like this video, subscribe to the channel, and turn on notifications so you never miss the next adventure.
Source: The Adventures of Sherlock Holmes by Arthur Conan Doyle. Text from Project Gutenberg (Public Domain).
Now, sit back, relax, and let’s begin “A Scandal in Bohemia.”
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We made it to the front page of Twitch with our Spider-Pants nonsense! This week Spidey fights Tombstone, Martin Li, AND MJ, …
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The Adventures of Sherlock Holmes – Chapter 2 The Red Headed League Part 1 Arthur Conan Doyle
Welcome back to The Adventures of Sherlock Holmes by Arthur Conan Doyle.
Today, we begin Chapter II: “The Red-Headed League” — Part 1, a strange and intriguing mystery that puts Sherlock Holmes’s legendary powers of deduction to the test.
If you enjoy the story, please like the video and subscribe to the channel for Part 2 and more classic literature.
Now, sit back, relax, and enjoy The Red-Headed League — Part 1.
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