BOND, a VC firm, has released a 340 pages trend report on AI. Notes:
- Usage stats:
- AI Tool Adoption by Developers: 2023 vs 2024: 44% vs 63% (pg. 147)
- Microsoft Azure AI Foundry: 5x tokens processed Year-over-Year (pg. 150)
- CoreWeave, Oracle AI, Astera AI report steep revenue increases (pg. 165 - 167)
- recap of Product Releases During Week of May 19 (pg. 259)
- Google I/O
- Gemini Live camera & screen sharing
- Project Mariner computer use
- Native audio output for 2.5 Flash & Pro Previews
- Google Meet speech translation
- Jules
- (Google’s new cloud-based coding assistant)
- …
- Microsoft Copilot
- Model Context Protocol (MCP) integration
- Entra Agent ID
- SQL Server 2025
- …
- …
- Google I/O
- LLM user shares (pg. 293/294)
- ChatGPT overwhelmingly in front, but declining Year-over-Year
- Gemini second, declining YoY on Desktop
- DeepSeek third on Desktop, second on Mobile; declining in the last two months
- Grok growing
- Anthropic and Perplexity holding on during the last two months
- (my takeaway: Gemini is the Western contender App to ChatGPT, which leads the pack by a wide margin)
- Objectives of Corporate Al / LLM Initiatives (pg. 330)
- Rising:
- Broader Internal Employee Productivity (e.g., CoPilot)
- Specialized Worker Labor Savings / Productivity Improvement (e.g., Contact Center Financial Processes Simplification)
- Customer-Facing Applications to Drive Additional Revenues
- Declining
- Customer-Facing Applications to Drive Better Customer Satisfaction
- Lower Risk Within the Organization
- Faster Product Development
- Not Evaluating Revent Innovations
- Rising: