Q&A with Mary Meeker on the AI revolution
June 2, 2025
Mary Meeker, the famed internet analyst turned venture capitalist, recently published her first Trends report since 2019—focused on the AI revolution. Top takeaways:
- On the most important thing she learned: "We've never seen anything like the user growth of ChatGPT, particularly outside the U.S., and it shows how the global dynamics of tech and distribution have changed. I wasn't around for the evolution of the mainframe or mini-computer, but have read up on it and was around for the PC, desktop internet, mobile internet, cloud, and now AI. This is such a faster pace of change."
- On OpenAI's lead in the industry: "Early leaders fail when they fall behind on innovation or price themselves out of the market, but OpenAI shows no signs of doing either. I think it and ChatGPT will be around for a long time."
- On the importance of immigrants to the tech landscape: "America has to be a place where the brightest people in the world want to come ... Our tech ecosystem would not be where it is today without a lot of first-generation immigrants and even more second-generation immigrants."
Q&A with Mary Meeker on the AI revolution