PERSON
Mary Meeker
The technology analyst who spent three decades replacing speculation with measurement—and whose 2025 AI report is both the most rigorous quantitative account of the current transition and, in its moments of acknowledged limitation, the most honest map of the territory that data alone cannot describe.
Mary Meeker has spent thirty years building instruments that measure what other analysts describe. From her earliest days tracking PC adoption at Morgan Stanley, through the annual Internet Trends reports that became landmarks in the technology industry’s self-understanding, to her transition to venture capital at Kleiner Perkins and then to Bond Capital—the institution she founded in 2019—the fundamental discipline has never changed: gather the data, present the data, let the data speak. In May 2025, after a six-year publishing silence, she broke that silence with a 340-page report on artificial intelligence that applied this discipline to a phenomenon she was careful to describe as unprecedented—“as supported by the data.” ChatGPT reached one hundred million monthly active users in two months, the fastest consumer technology adoption in recorded history. Google needed eleven years to reach a billion searches per day; AI did it in under two. The adoption curve is steeper than
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