Rapid Acceleration and Historical Parallels: AI adoption is faster than the internet/mobile eras across metrics (e.g., ChatGPT reached 100M users in ~2 months vs. Instagram's 2.5 years). Meeker frames AI as a "meta-technology" enabling broader innovations, akin to the printing press or internet, but compressing timelines from centuries to years.

Global GDP growth charts suggest AI could drive the next economic leg up but it was tough for the internet to prove causation of the productivity gains.

Developer and Ecosystem Growth: Explosive increases in developers to 6 million.

AI startups (>27K), tools (>70K), and GitHub repos highlight proliferation. Patents in computing/AI are booming, signaling a new innovation wave.

Performance and Capabilities

AI models are improving exponentially (150% annual growth in supercomputer performance; 200% in compute from algorithms).