AI:互联网女皇Mary Meeker AI趋势报告“洞见”(四)
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来源于《互联网女皇玛丽·米克尔（Mary Meeker）340页报告-BOND Capital：Trends
–Artificial Intelligence (AI)-20250530》
AI：互联网女皇Mary Meeker AI趋势报告“洞见”（一）
AI：互联网女皇Mary Meeker AI趋势报告“洞见”（二）
AI：互联网女皇Mary Meeker AI趋势报告“洞见”（三）
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（接前二十六条）
互联网女皇Mary Meeker AI趋势报告“洞见”
洞见二十八，1995~2025年，只有六家公司依然位列全球市值最高的30家上市公司。新进入者包括：英伟达/苹果/亚马逊/Alphabet（谷歌）/沙特阿 / Meta Platforms（Facebook） /特斯拉/ Broadcom /伯克希尔/ TSMC/ JP Morgan Chase /Visa / Eli Lilly /腾讯/ Mastercard / Netflix / Costco Wholesale / Oracle / Home Depot/SAP/美国银行/工商银行/AbbVie/Palantir。
洞见二十九，1995~2025年，只有六家公司依然位列全球市值最高的30家科技上市公司。新进入者包括：英伟达/苹果/亚马逊/Alphabet（谷歌）/Meta Platforms（Facebook） /特斯拉/ Broadcom /TSMC/腾讯/ Netflix /SAP/Palantir / ASML /阿里巴巴/ Salesforce / T-Mobile /三星/中国移动/ Reliance / ServiceNow/Intuitive Surgical/Siemens/优步/AMD/ Intuit。
洞见三十，中国对人工智能技术的响应速度要比1995年的互联网响应速度快得多。
USA vs. China in Technology =China’s AI
Response Time Significantly Faster
vs. Internet 1995
洞见三十一，分化很明显：中国国内的AI公司正在崛起，而全球平台则在其他地方占据主导地位。这反应了监管、语言、文化契合度和平台覆盖范围的区别。
The bifurcation is clear: domestic champions are emerging in China, while global platforms dominate elsewhere.
This reflects differences in regulation, language, cultural alignment, and platform reach.
洞见三十二，我们正在进入一个入车辆、机器、国防等智能化的时代，物理世界正在被Agent化。
We are entering an era where intelligence is not just embedded in digital applications,but also in vehicles, machines, and defense systems.Beyond the rise of digital agents, the world is increasingly experiencing the rise of physical agents.
We believe that these are examples of a broader shift: a world where AI turns capital assets into software endpoints. Intelligence, once confined to screens and dashboards, becomes kinetic.
洞见三十三，ChatGPT 23个月内月活跃用户达 5.3 亿 = 前所未有的全球增长.
ChatGPT Mobile App @ 530MM MAUs in Twenty-Three Months =
Global Growth We Have Not Seen Likes Of Before
洞见三十四，技术（包括AI）不断重新定义和发展工作和生产力的本质。未来,劳动力似乎是以教导和改进机器为主要功能进行重新配置。
Technology has constantly redefined and evolved the nature of work and productivity…AI is no different.
The idea of the human workforce re-configured to teach and refine machines as a primary function might sound dystopic.
洞见三十五，你不会因为人工智能而丢掉工作，但你的工作会因为使用人工智能的人而丢掉……。
AI In Workforce-NVIDIA =You’re Not Going to Lose…Your Job to an AI… to Somebody Who Uses AI
洞见三十六，人工智能正以惊人的速度重塑现代格局。最初的这项研究如今已发展成为各行业的新兴核心基础设施，为从客户支持到软件开发、科学研究、教育、制造等提供支持。主线很明确：人工智能正在加速发展，触及更多领域，并越来越深入地融入到工作完成方式中。
Artificial intelligence is reshaping the modern landscape at breakneck speed. What began as research has scaled into emerging core infrastructure across industries-powering everything from customer support to software development, scientific discovery,education, and manufacturing.
This document has aimed to map the pace and breadth of AI’s expansion, with particular focus on usage trends, cost dynamics, infrastructure buildout, and early monetization models.
The through-line is clear: AI is accelerating, touching more domains, and becoming more embedded in how work gets done.
洞见三十七，有一件事是肯定的——现在是人工智能的游戏时间，而且它只会变得更加激烈......而精灵不会回到瓶子里。
One thing is certain – it’s gametime for AI, and it’s only getting more intense…and the genie is not going back in the bottle.
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