Why Am I Wasting Your Summer Friday With a Report? 🤔

Because Mary Meeker wrote it.

I took more voice notes and screenshots from this 340-page compendium on AI than I have in months. 

The AI skeptics in your life are not going to enjoy what's inside, but let's dig in as this is easily one of the more important data drops of 2025.

1. Speed Revolution: ChatGPT's Rapid Growth 📈

• ChatGPT hit 1M users in 5 days and is now growing exponentially 👀

• 800MM weekly users by April 2025

• 3 million business users 

• Marketing Takeaway: AI adoption is happening faster than any technology in history and accelerating.

2. The AI Cost Collapse is Creating New Opportunities ☝🏼

• Inference costs dropped 99.7% in two years

• Training costs are rising (billions) while costs to serve are plummeting

• Marketing takeaway: The future lies with native AI companies that capitalize on this cost drop advantage.

3. Convergence: The Playing Field is Levelling 🏑

• Gap between top AI models is shrinking rapidly aka DeepSeek 

• Open-source models catching up to closed competitors

• Marketing Takeaway: On a budget, IT won’t pay for it; there is an AI for you too.

4. Enterprise AI Adoption is Accelerating 🏎️

• 75% of CMOs are testing or using AI tools

• Microsoft's AI business hit $13B annual run rate

• Marketing Takeaway: AI is moving from experiment to essential

5. Building Your Future Tools 🛠️

• 50x increase in Google's monthly token processing and Microsoft making billions

• 6MM developers now in NVIDIA's AI ecosystem

• Marketing takeaway: Expect a flood of new AI marketing tools in 2025

6. Physical World AI: Beyond Digital Marketing 🌍

• Tesla's self-driving miles up 100x in 33 months

• Waymo taking 27% of SF rideshare market from Uber/Lyft 

• Marketing takeaway: AI is reshaping customer experiences in the real world

7. New Internet Users Will Be AI-Native 💥

• 2.6B people still coming online for the first time

• They'll start with AI interfaces, not browsers

• Marketing takeaway: Prepare for consumers who expect AI-powered interactions

8. Monetization Reality Check 💸

• High growth but massive losses across AI companies

• OpenAI: $3.7B revenue vs. $5B compute costs

• Marketing takeaway: Expect AI pricing to wind its way into your wallet. What was free may not be next year.

9. Workforce Transformation is Happening Now 🏃🏻

• 448% increase in AI job postings over 7 years

• "You won't lose your job to AI, but to someone who uses AI" - Jensen Huang

• Marketing takeaway: AI skills are becoming non-negotiable for all positions

10. ChatGPT is growing 5.5x Faster vs. Google 🤯

• ChatGPT achieved in 2 years what took Google 11 years

• This is why Google is freaked out about OpenAI

• We're witnessing the end of Google's search monopoly as conversational AI creates an entirely new way people find information

Items of Note for All Marketers ✍🏼

1. Start experimenting now - AI skills are required, and the reps matter 

2. Budget for the revolution - Usage costs are dropping, but is your team trained? 

3. Hire for AI literacy - The talent gap is widening

4. Prepare for new competitors - Global AI competition is intensifying

5. Think beyond prompts - AI is reshaping entire customer journeys

The Bottom Line

We're not just witnessing the adoption of a new tool, we're seeing the infrastructure of marketing being rebuilt from the ground up. It's a utility.

Would you let your team work with electricity without proper training, processes, and the right tools?

Until Monday,

Alec

P.S. Ready to dive deeper? Book a 1:1 AI session with me to map out your AI upskilling journey.