The BEST AI report in the world just dropped and...

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.

1/20

ChatGPT hit 1B searches a day 5.5x quicker than Google.

2/20

3. ChatGPT users spend 3x more time a day on the app than 21mos ago.

3/20

ChatGPT revenue has grown 10x+ annually do $3.7B

4/20

Big Six tech companies (Apple, NVIDIA, Microsoft, Google, Amazon, Meta) increased CapEx 63% YoY to $212B in 2024.

5/20

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.

6/20

China has more industrial robots than the rest of the world combined.

7/20

AI developer repositories on GitHub increased 175% in 16mos.

8/20

Google processing 50x more tokens monthly (480T vs 9.7T) year-over-year.

9/20

Meta's Llama had 1.2B downloads with 100k+ derivative models.

10/20

50% of S&P 500 companies now mention AI on earnings calls vs near-zero just a few years ago.

11/20

Microsoft's AI business hit $13B annual run rate, up 175% YoY - showing real enterprise monetization beginning.

12/20

Specialized AI startups achieving hypergrowth: Cursor (code editor) went from $1MM to $300MM ARR in 25 months.

13/20

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.

14/20

Tesla accumulated 4B+ fully self-driven miles, increasing 100x over 33 months as AI transforms transportation.

15/20

Carbon Robotics AI-powered laser weeders covered 230K+ acres, preventing 100K+ gallons of herbicide use.

16/20

2.6B people (32% of world) remain offline but will likely experience AI-first internet via satellites and native language interfaces.

17/20

83% of Chinese respondents see AI as net positive vs only 39% of Americans - showing dramatic perception differences.

18/20

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."

19/20

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.

20/20

Source: bondcap.com/report/pdf/Tre...