Mary Meeker is so back: BOND Capital AI Trends report
Mary Meeker returns with a comprehensive 340-slide report on the state of AI, highlighting accelerating tech cycles, compute growth, and comparisons of ChatGPT to early Google and other iconic tech products. The report also covers enterprise traction and valuation of major AI companies. On Twitter, @tri_dao discusses an "ideal" inference architecture featuring attention variants like GTA, GLA, and DeepSeek MLA with high arithmetic intensity (~256), improving efficiency and model quality. Other highlights include the release of 4-bit DWQ of DSR1 Qwen3 8B on Hugging Face, AnthropicAI's open-source interpretability tools for LLMs, and discussions on transformer training and abstractions by various researchers.