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Context
We set out to compile foundational trends related to AI. A starting collection of several disparate datapoints turned into this beast.
As soon as we updated one chart, we often had to update another – a data game of whack-a-mole…
a pattern that shows no sign of stopping…and will grow more complex as competition
among tech incumbents, emerging attackers and sovereigns accelerates.
Vint Cerf, one of the ‘Founders of the Internet,’ said in 1999, ‘…they say a year in the Internet business is like a dog year –
equivalent to seven years in a regular person's life.’ At the time, the pace of change catalyzed by the internet was unprecedented.
Consider now that AI user and usage trending is ramping materially faster…and the machines can outpace us.
The pace and scope of change related to the artificial intelligence technology evolution is indeed unprecedented,
as supported by the data. This document is filled with user, usage and revenue charts that go up-and-to-the-right…
often supported by spending charts that also go up-and-to-the right.
Creators / bettors / consumers are taking advantage of global internet rails that are accessible to 5.5B citizens via
connected devices; ever-growing digital datasets that have been in the making for over three decades;
breakthrough large language models (LLMs) that – in effect – found freedom with the November 2022 launch of
OpenAI’s ChatGPT with its extremely easy-to-use / speedy user interface.
In addition, relatively new AI company founders have been especially aggressive about innovation / product releases / investments /
acquisitions / cash burn and capital raises. At the same time, more traditional tech companies (often with founder involvement) have
increasingly directed more of their hefty free cash flows toward AI in efforts to drive growth and fend off attackers.
And global competition – especially related to China and USA tech developments – is acute.
The outline for our document is on the next page, followed by eleven charts that help illustrate observations that follow.
We hope this compilation adds to the discussion of the breadth of change at play – technical / financial / social / physical / geopolitical.
No doubt, people (and machines) will improve on the points as we all aim to adapt to this evolving journey
as knowledge – and its distribution – get leveled up rapidly in new ways.
Special thanks to Grant Watson and Keeyan Sanjasaz and BOND colleagues who helped steer ideas and bring this report to life.
And, to the many friends and technology builders who helped, directly or via your work, and are driving technology forward.
We set out to compile foundational trends related to AI. A starting collection of several disparate datapoints turned into this beast.
As soon as we updated one chart, we often had to update another – a data game of whack-a-mole…
a pattern that shows no sign of stopping…and will grow more complex as competition
among tech incumbents, emerging attackers and sovereigns accelerates.
Vint Cerf, one of the ‘Founders of the Internet,’ said in 1999, ‘…they say a year in the Internet business is like a dog year –
equivalent to seven years in a regular person's life.’ At the time, the pace of change catalyzed by the internet was unprecedented.
Consider now that AI user and usage trending is ramping materially faster…and the machines can outpace us.
a
In addition, relatively new AI company founders have been especially aggressive about innovation / product releases / investments /
acquisitions / cash burn and capital raises. At the same time, more traditional tech companies (often with founder involvement) have
increasingly directed more of their hefty free cash flows toward AI in efforts to drive growth and fend off attackers.
And global competition – especially related to China and USA tech developments – is acute.
Special thanks to Grant Watson and Keeyan Sanjasaz and BOND colleagues who helped steer ideas and bring this report to life.
And, to the many friends and technology builders who helped, directly or via your work, and are driving technology forward.
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背景
与人工智能技术发展相关的变化步伐和范围确实是前所未有的，数据也支持了这一点。本文档中充满了用户、使用
和收入图表，这些图表呈持续上升趋势 right…，通常还有支出图表也呈上升趋势。
创造者 / 赌徒 / 消费者正在利用全球互联网轨道，55亿公民可以通过连接设备访问这些轨道；超过三十年历史的
不断增长的数字数据集；突破性的大型语言模型(LLM)– 实际上 – 随着2022年11月 OpenAI的ChatGPT及其
极其简单的易于使用 / 快速的用户界面的推出而获得了自由。
我们的文档大纲在下一页，后面是11张图表，用于说明以下观察结果。
我们希望这份汇编能够促进对正在发挥作用的变革广度的讨论 – 技术 / 金融 / 社会 / 物理 / 地缘政治。毫无疑问，人们（和机器）将改
进这些要点，因为我们都旨在适应这种不断发展的旅程，因为知识 – 及其传播 – 以新的方式迅速提升。
