Mary Meeker — On AI
This page lists every Orange Pill Wiki entry hyperlinked from Mary Meeker — On AI. 18 entries total. Each is a deeper-dive on a person, concept, work, event, or technology that the book treats as a stepping stone for thinking through the AI revolution. Click any card to open the entry; in each entry, words colored in orange link to other Orange Pill Wiki entries, while orange-underlined words with the Wikipedia mark link to Wikipedia.
Adoption Curve Compression
The progressive shortening of the interval between a technology's introduction and its mass adoption — from 75 years for the telephone to two months for ChatGPT — and the step function AI represents in the pattern.
AI Monetization Architecture
The pricing tier structures emerging in the AI industry — freemium consumer models, enterprise licensing — and the implications for cognitive stratification when the commodity being tiered is thinking itself.
Automation Dependence
The quiet risk of comprehensive automation: not that machines dominate us, but that we lose the capabilities they replace. Asimov's Solarians are the founding fiction; contemporary work on cognitive offloading is the empirical counterpart.
Big Six AI Investment
The $212 billion in AI infrastructure spending by Microsoft, Alphabet, Meta, Amazon, Apple, and peers in 2024 — a 63% year-over-year increase that represents infrastructure investment rather than speculation.
Capability Substitution
The mechanism by which AI tools may atrophy human cognitive capabilities not by wasting time but by substituting for the struggle through which capabilities historically developed.
Care in Workmanship
Pye's term for the sustained, attentive, moment-to-moment engagement with the material that distinguishes the craftsman from the operator — and the quality that cannot be rushed, optimized, or delegated without changing the character of th…
Compounding Infrastructure
The mechanism by which each technology wave inherits the distribution channels of prior waves — and why AI's simultaneous inheritance of internet, mobile, and cloud infrastructure produced unprecedented adoption speed.
Practical Wisdom in the AI Age
The Aristotelian capacity to perceive the right thing to do in particular, unrepeatable circumstances — the cognitive resource the AI transition most urgently demands and whose developmental conditions it most thoroughly threatens.
The Computational Labor Unit
Meeker's term for one human augmented by multiple AI agents — the effective productive unit of the AI-augmented economy, and the concept that reframes distributional questions at the individual level.
The Demographic Fracture
The structured variation in AI adoption patterns across age, experience, education, and economic security — revealing that aggregate adoption data conceals systematic divergences in who benefits and who does not.
The Global Ledger
The geographic distribution of AI adoption and infrastructure investment — documenting how every prior pattern of technology inequality is being reproduced and potentially amplified by the AI transition.
The Luddite Response
The political and emotional reaction against transformative technology on behalf of the workers and ways of life it displaces — historically vilified, increasingly reconsidered, and directly relevant to the AI transition.
The Solow Paradox Returns
Robert Solow's 1987 observation — you can see the computer age everywhere except in the productivity statistics — replayed in the AI transition, with compressed timelines that may widen the real-terms gap.
Two Theaters of Adoption
The structural distinction between enterprise and individual AI adoption — different timescales, different dynamics, different outcomes that aggregate analysis conflates to its cost.
Usage vs Utility
The structural distinction between how much a technology is used and whether its use produces value — a gap that social media revealed and AI may widen into a gap of capability development.
Meeker's 2025 AI Report
Mary Meeker's May 2025 340-page report — her first in six years — applying three decades of comparative adoption analysis to the fastest technology transition in recorded history.
The Orange Pill
Edo Segal's 2026 book on the Claude Code moment and the AI transition — the empirical ground and narrative framework on which the Festinger volume builds its diagnostic reading.
