Type: Web Article Original link: https://www.bondcap.com/report/tai/#pid=10 Publication date: 2025-09-06
Summary #
WHAT – A BOND Capital report analyzing current and future trends in artificial intelligence, published in May 2025.
WHY – Relevant for understanding strategic directions and emerging innovations in the AI sector, allowing for anticipation of market trends and opportunities.
WHO – BOND Capital, a venture capital firm specializing in investments in emerging technologies, including AI.
WHERE – Positioned in the market analysis and technology forecasting market, aimed at investors and technology companies.
WHEN – Published in May 2025, reflecting current trends and future projections, indicating a rapidly evolving market.
Insights from the Report #
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Unprecedented adoption: ChatGPT reached 800 million weekly active users in just 17 months, an 8x growth compared to launch. For comparison, the Internet took over 20 years to achieve similar global penetration.
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Speed of diffusion: ChatGPT reached 365 billion annual queries in two years, a milestone that took Google Search eleven years.
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Technological CapEx: The “Big Six” US tech companies (Apple, NVIDIA, Microsoft, Alphabet, Amazon, Meta) spent $212 billion in AI CapEx in 2024, a 63% increase compared to 2014.
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Developer ecosystem: Over 7 million developers are building on Gemini (Google), a 5x increase in one year, while the NVIDIA ecosystem has surpassed 6 million developers.
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Work and employment: AI-related IT job postings in the USA have increased by +448% since 2018, while non-AI postings have decreased by 9%.
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Performance and cost convergence: Although training costs are increasing (compute-intensive), the cost of inference per token is rapidly decreasing, favoring adoption by developers and businesses.
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Geopolitics and competition: The AI race is now also a matter of geopolitical leadership, with the USA and China at the forefront. As observed by Andrew Bosworth (Meta), it is a true “technological space race.”
Business Impact #
- Opportunities: new investment areas (AI in pharma, energy, education), reduction of R&D cycles by up to 80% in certain biotechnology sectors.
- Risks: dependence on proprietary infrastructures, competitive pressure from open-source and the rise of China.
- Strategy: companies and governments must consider AI as critical infrastructure, on par with electricity and the internet.
Resources #
- Trends – Artificial Intelligence | BOND – Original link
- [Full PDF available upon internal request]
Article recommended and selected by the Human Technology eXcellence team, processed through artificial intelligence (LLM HTX-EU-Mistral3.1Small) on 2025-09-06 10:47 Original source: https://www.bondcap.com/report/tai/#pid=10