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AI Adoption Speed: Unprecedented Change

The rapid adoption of artificial intelligence is unlike any technological revolution in history, outpacing previous waves like mobile, social media, and cloud computing. Venture capitalist Mary Meeker’s 340-page report highlights this phenomenon with striking data, using the word “unprecedented” 51 times to describe AI’s growth trajectory.

Key Findings on AI’s Breakneck Expansion

Meeker’s research reveals staggering statistics about AI’s adoption curve:

• ChatGPT reached 800 million users in just 17 months
• AI companies are achieving high annual recurring revenue at record speeds
• Inference costs have dropped 99% in two years

The Infrastructure Behind AI’s Growth

Massive investments in hardware are fueling this expansion:

• Nvidia’s 2024 Blackwell GPU uses 105,000x less energy than its 2014 predecessor
• Google’s TPUs and Amazon’s Trainium chips represent foundational infrastructure bets
• Training costs remain high at up to $1 billion per model

The Financial Reality of AI Adoption

While adoption rates are staggering, profitability remains uncertain:

• VC investment in AI continues to grow rapidly
• Infrastructure costs create significant financial pressure
• Competition is driving down costs for end users

As Meeker notes, only time will tell which AI companies will emerge as the next generation of tech giants in this unprecedented technological revolution.

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