ORGANIZATION
Bond Capital
The growth-stage venture firm Mary Meeker founded in 2019 after leaving Kleiner Perkins — the institutional base from which her 2025 AI report was published.
Bond Capital is the venture firm Meeker founded in 2019 after leaving Kleiner Perkins, where she had been a partner since 2010. The firm focuses on growth-stage investments in technology companies, applying Meeker's long-developed analytical framework to investment decisions rather than published analysis. Between its founding and 2025, Bond published no major reports — a silence that reflected both Meeker's transition to investment focus and her judgment about when public analysis was warranted. The 2025 AI report broke that silence and was published under the Bond Capital banner, continuing Meeker's tradition of making rigorous technology analysis publicly accessible. The firm's investment portfolio provides partial insight into Meeker's view of which AI companies have durable trajectories, though the firm's portfolio choices are distinct from her public analytical work.
