AI trends reshape tech landscape in Mary Meeker’s latest report

Mary Meeker’s latest analysis reveals AI’s unprecedented growth and global impact, with ChatGPT reaching 800 million weekly users and Chinese models gaining significant market share. This comprehensive report highlights a technological revolution that’s transforming industries at remarkable speed, with implications that extend far beyond Silicon Valley as global competition intensifies and open-source development flourishes.

The big picture: Mary Meeker’s 340-page “Trends – Artificial Intelligence” report reveals a technology revolution moving at an unprecedented pace and scale, with far-reaching global implications.

• ChatGPT reached 100 million users in just two months and by April 2025 had 800 million weekly users handling over 365 billion searches annually.
• The top six US tech companies have invested more than $200 billion in AI infrastructure, signaling a potential shift from human labor to computational power.

Global competition intensifies: China has emerged as a formidable AI competitor, releasing three major open-source AI models in 2025 that have captured significant market share.

• Chinese LLM DeepSeek has captured 21% of global user share, demonstrating China’s growing influence in the AI landscape.
• The three major Chinese models—DeepSeek-R1, Alibaba Qwen-32B, and Baidu Ernie 4.5—represent a collaborative global technological movement.

Why this matters: AI is rapidly approaching human-level performance, with 73% of AI output mistaken for human-generated content by early 2025.

• Experts project potential development of artificial general intelligence (AGI) by 2035.
• AI is expected to profoundly transform jobs and productivity by 2030, reshaping economic structures and labor markets.

Looking ahead: Meeker suggests the AI revolution is accelerating with transformative potential for technology, economy, and society, though its ultimate trajectory remains uncertain.