The BEST AI report in the world just dropped and I read all 340...
Deedy@deedydas
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Jun 05, 2025
~2 min read
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The BEST AI report in the world just dropped and I read all 340 pages so you don't have to.
Must-read for frankly, everybody. Here are the top 20 learnings from the report:
ChatGPT has 8x'd growth in 2.5yrs to 800M monthly users.
India at 14% is the #1 largest user base.
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Must-read for frankly, everybody. Here are the top 20 learnings from the report:
ChatGPT has 8x'd growth in 2.5yrs to 800M monthly users.
India at 14% is the #1 largest user base.
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ChatGPT hit 1B searches a day 5.5x quicker than Google.
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3. ChatGPT users spend 3x more time a day on the app than 21mos ago.
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ChatGPT revenue has grown 10x+ annually do $3.7B
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Big Six tech companies (Apple, NVIDIA, Microsoft, Google, Amazon, Meta) increased CapEx 63% YoY to $212B in 2024.
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NVIDIA's revenue exploded 28x over 10 years .
Big Six CapEx + R&D only grew 6x, showing NVIDIA capturing outsized value from AI infrastructure boom.
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Big Six CapEx + R&D only grew 6x, showing NVIDIA capturing outsized value from AI infrastructure boom.
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China has more industrial robots than the rest of the world combined.
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AI developer repositories on GitHub increased 175% in 16mos.
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Google processing 50x more tokens monthly (480T vs 9.7T) year-over-year.
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Meta's Llama had 1.2B downloads with 100k+ derivative models.
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50% of S&P 500 companies now mention AI on earnings calls vs near-zero just a few years ago.
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Microsoft's AI business hit $13B annual run rate, up 175% YoY - showing real enterprise monetization beginning.
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Specialized AI startups achieving hypergrowth: Cursor (code editor) went from $1MM to $300MM ARR in 25 months.
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Waymo captured 27% of San Francisco rideshare market in 20 months - showing rapid real-world autonomous vehicle adoption.
They're on track to be larger than Uber in a little more than a year.
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They're on track to be larger than Uber in a little more than a year.
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Tesla accumulated 4B+ fully self-driven miles, increasing 100x over 33 months as AI transforms transportation.
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Carbon Robotics AI-powered laser weeders covered 230K+ acres, preventing 100K+ gallons of herbicide use.
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2.6B people (32% of world) remain offline but will likely experience AI-first internet via satellites and native language interfaces.
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83% of Chinese respondents see AI as net positive vs only 39% of Americans - showing dramatic perception differences.
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AI IT job postings up 448% while non-AI IT jobs down 9% over 7 years - confirming Jensen Huang's prediction: "you're not going to lose your job to AI, but to somebody who uses AI."
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Here are some facts NOT covered by graphs:
— AI inference costs fell 99.7% in 2 years.
— Training costs for frontier models approaching $1B+
— Energy per token dropped 105,000x in 10yrs
— 45% of global data center electricity consumption was in the US.
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— AI inference costs fell 99.7% in 2 years.
— Training costs for frontier models approaching $1B+
— Energy per token dropped 105,000x in 10yrs
— 45% of global data center electricity consumption was in the US.
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Source: bondcap.com/report/pdf/Tre…