On May 30th, esteemed venture capitalist Mary Meeker unveiled a comprehensive 340-page report titled "AI Trends Report." This report delves deeply into the meteoric rise of AI technology, posing critical questions about the sustainability of high-burn business models employed by AI giants such as OpenAI. Renowned as the "Queen of the Internet" for her annual "Internet Trends Report," Meeker, the founder of Bond Capital, once again showcases her expertise with this latest publication. The report underscores the unprecedented pace and scale of AI development, backed by compelling data. Furthermore, it highlights the burgeoning application of AI in business, where firms are leveraging AI systems to analyze and assimilate vast datasets, thereby bolstering their competitive edge.

Despite the remarkable pace of AI technological advancements, the majority of AI companies are still in their nascent stages, characterized by significant investments and modest returns. Meeker posits that AI will serve as the cornerstone of the future global digital infrastructure, yet the identity of those who will dominate the next phase of global order reshaping remains uncertain. Notably, the report observes that the global diffusion trajectory of AI markedly diverges from the era of Internet 1.0, with ChatGPT igniting simultaneously across multiple regions worldwide, disrupting the traditional rhythm of technological dissemination.