Mary Meeker’s return to long-form analysis comes with a 300+ slide compendium on AI’s trajectory—its adoption speed, capital intensity, emerging economics and where value is most likely to accrue. The document’s through-line is simple: AI is moving faster than prior platform shifts, but monetisation is uneven and increasingly shaped by cost curves, distribution power and … Continue reading Mary Meeker’s “Trends – Artificial Intelligence” (BOND 2025)