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Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.com
Now that Google is finally starting to impress on their product, their distribution advantage will kick in shortly. A good reminder: when distribution is proprietary, distribution wins (Comcast vs Netflix), when distribution is commoditized, best product wins (chrome vs IE), when product is commoditized, best service wins (Amazon vs others), when... See more

Watching Roger evangelize with his usual gusto about “the most important invention in history since the Internet,” Charlie said to the others, with
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Price is the maximally compressed signal of economically relevant information.
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market insight.
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