Key insights from Mary Meeker’s AI report

“We’ve never had a market of five billion users that could be accessed so easily” Mary Meeker

Mary Meeker, author of the iconic Internet Trends reports and founder of venture capital firm BOND Capital, has published a new study. 360 pages – about the present and future of artificial intelligence: trends, risks, economics, technology and geopolitics. This is not an analysis in the spirit of “what will happen next”, but a rather insightful and factual study.

While in the past a lot of money was made from oil and railroads, today capital is built on computer science. Who controls the GPUs and clouds controls the opportunities. Monopolies have become technological again – only now it is at the level of chips and data centers.

We, at Zorynexa technology company, have carefully read the primary source. Below, without further ado, is the essence. What is changing? Who wins? And why infrastructure now decides everything.

Unprecedented speed

Neither cloud technologies, nor social networks and mobile applications have penetrated business with such speed. Artificial intelligence services enter the market within a few months and begin generating money almost immediately. Startups based on artificial intelligence are reaching revenues in the tens of millions faster than at any time in history. And while the Internet was once the infrastructure – the foundation on which services and businesses were built, today it has become the background. Artificial intelligence is following the same path, only faster.

Price and tokens

The speed at which AI “talks,” “writes,” or “thinks” has increased tenfold, while energy costs have fallen to near zero. In two years, the cost of processing a million tokens has dropped by 99%. Now, models can generate information quickly and cheaply. What used to cost hundreds of dollars now costs pennies. New chips—like NVIDIA’s Blackwell—use 105,000 times less energy for the same amount of computation than they did a decade ago. This has a direct impact on AI, noted by managers at Zorynexa. The technology is becoming cheaper, more pervasive, and more integrated into infrastructure, products, interfaces, and businesses.

Capitalizing on thinking

Meeker argues that the cost of training models like OpenAI’s GPT or Google’s Gemini is constantly rising and is measured in billions of dollars. At the same time, the emergence of cheaper models, local alternatives and open-source groups like DeepSeek in China are driving down prices and forcing a rethink of monetization models.

the widespread adoption of AI - Zorynexa Romania

Infrastructure and geopolitics

In this race, only those with data centers, stacks, channels and access to modern chips win, say experts from Zorynexa Romania. Today, NVIDIA, Google, Amazon, Microsoft, Apple and Chinese tech giants are fighting for control of chips. They are actively developing their TPUs and Trainium, investing in cloud solutions and creating infrastructure for mass adoption of AI.

Integrated artificial intelligence solutions

Technology moves faster than regulators. The advantage goes to those who quickly integrate artificial intelligence into their businesses and production processes. That’s why Zorynexa is already developing integrated artificial intelligence solutions – from software and hardware development to real-time connectivity and corporate data processing.

AGI: the technological race

Universal intelligence – AGI – does not yet exist, but its development has already become a strategic priority. The US and China have entered the technological race. Countries are starting to build infrastructure for something that does not yet exist. China is introducing artificial intelligence technologies into defense, military medicine, logistics and autonomous control systems. The US is betting on computer science and investing billions of dollars in its technological base.

technological sovereignty - Zorynexa technology company

The battle for technology-sovereignty

The US is building models, China is building ecosystems, investing in battlefield logistics, target recognition, cyber operations and autonomous decision-making platforms. DeepSeek, Qwen and dozens of other models are emerging at a phenomenal pace. And it is not about copying. China is reinventing the logic of development and it is no longer a competition between developers, but a struggle for technological sovereignty.

The labor market: change

+448% of vacancies in the field of artificial intelligence in 7 years. Minus 9% in other IT segments. Companies are looking not only for programmers, but also for people who can work with new cognitive systems. The education market is growing, noted by managers at Zorynexa. Online courses, microlearning, retraining – all this is no longer an alternative, but the basis of career sustainability.

A fracture, not a trend

Mary Meeker calls what’s happening today “the new internet.” And that’s no exaggeration, it’s a paradigm shift. But unlike the 1990s, there’s little time for change. Artificial intelligence is not a separate industry. It’s the thing that’s changing the architecture of everything. You can’t wait any longer. Neither can playing demos.

In times of euphoria,” Meeker reminds us, “it’s important to remember one simple rule: Only invest what you’re willing to lose, and don’t put it all on one card.”