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