Nils Durner's Blog Ahas, Breadcrumbs, Coding Epiphanies

BOND's 2025 AI Industry Trends Report Analysis

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
  • 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