In this episode, we unpack Mary Meeker’s 2025 AI Trends report, revealing why AI’s explosive growth, outpacing the internet’s early days is reshaping industries and geopolitics. We dive into ChatGPT’s 800M weekly users, $212B in Big Six tech spending, and China’s open-source edge with models like DeepSeek-R1 and Alibaba Qwen-32B, which match GPT-4o at a fraction of the cost. From AI agents revolutionizing healthcare (Kaiser’s 10M visit summaries) to agriculture (Carbon Robotics’ 230K weeded acres), we explore the signals that could redefine your business or leave you trailing in a $1.8T market by 2030.

We break down the US-China AI race, where open-source models fuel innovation but closed models dominate enterprise, and why training costs in billions clash with plummeting inference costs. You’ll learn how NVIDIA’s 6M developers and 92.3% AI accuracy on MMLU benchmarks signal a “space race” for supremacy, while vertical integration and AI-first strategies at Shopify and Duolingo rewrite workflows.

We’ll unpack risks like monetization challenges and geopolitical divides, plus how to ride AI’s wave without getting burned. From startups to governments, this episode delivers the playbook to thrive in 2025’s AI-driven world.Whether you’re a founder, techie, or just chasing AI’s trillions, this episode exposes the trends that could transform your future or leave you behind.

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