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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
Honestly, I’m surprised it took two GPs at a16z to write this total slop.
Sarah calls margin critiques ‘boring cliches’… only to publish Uber/DTC loss-leader parables that we've all heard for over a decade. That debate was done to death fifteen years ago. Missing the point entirely.
This isn... See more
"You can break AI down into 5 tiers." - @realGeorgeHotz
"Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5."
"OpenAI and Anthropic will eat all the value from the Cursors and Windsu... See more
TBPNx.comEveryone’s software is good enough.
Software used to be the weapon, now it’s just a tool.
In a world of scarcity, we treasure tools. In a world of abundance, we treasure taste. The barriers to entry are low, competition is fierce, and so much of the focus has shifted — from tech to distribution, and now, to something else: taste.
Software used to be the weapon, now it’s just a tool.
In a world of scarcity, we treasure tools. In a world of abundance, we treasure taste. The barriers to entry are low, competition is fierce, and so much of the focus has shifted — from tech to distribution, and now, to something else: taste.
Anu Atluru • Taste Is Eating Silicon Valley.
They postmortem sales reports and channel flow.
John Doerr • Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs
The point is that underlying technologies change, but, after a point, technology market shares don’t change and so they’re highly predictable.