Interpreting the AI Traits File from Mary Meeker isn’t any imply feat—particularly taking into account it is 339 pages lengthy. But there are a number of key takeaways for
the commute business buried inside the opus.
Meeker is founder and basic spouse at BOND, a San Francisco-based mission capital company. She’s been dubbed the “Queen of the web,” owing to her earlier annual publications that take the heart beat
of generation developments.
The most recent record is essential, because it’s her first since 2019—and as at all times, for the reason that stories are extensively learn. They lend a definite stage of authority in terms of
shaping the narrative round defining long run developments, in addition to the glide of investor greenbacks.
Regardless of its length, it’s an out there learn. Loads of graphs and charts assist inform each the tale of man-made intelligence (AI) up to now and the place it is heading. Thankfully, it’s written in a conversational means; what number of tech-heavy stories come with
words like “wicked-fast adoption”? There’s even a “wow!” thrown in against the top.
Understandably, there’s so much about the important thing avid gamers (Google, Meta, OpenAI, Perplexity, Anthropic, xAI and others); the {hardware} facet (information facilities and chip producers); and the astronomical prices in coaching fashions. Amongst all this, there are related
issues for the commute business.
Seek is converting
Most of the people are acutely aware of the numerous world adoption of AI, and ChatGPT’s meteoric take-up has already had intensive protection. However a big chew of Meeker’s
record is focused on its “unheard of” enlargement price, and the considerable statistics lay naked the stark fact: Alternate is coming, and it is coming quicker than we expect.
Subscribe to our publication underneath
Let’s select one of the vital important statistics: As of April 2025, ChatGPT had 800 million weekly energetic customers and 20 million subscribers. The chart trajectory as of late is sort of vertical, and individuals are spending extra time on it. Customers within the United
States had been spending a median of six mins an afternoon in July 2024, which rose to 19 mins an afternoon by way of the top of April 2025.
The record additionally highlights that ChatGPT hit 365 billion annual searches inside of two years, whilst it took Google 11 years to succeed in that determine. This reinforces the will for commute corporations to make the transition from search engine optimization to GEO, or Generative Revel in Optimization.
Automation in hospitality
ChatGPT’s skill to assist other people plan journeys is discussed in a piece of the record known as “Most sensible Ten Issues AI Can Do These days,” integrated as some way it will probably “arrange your existence.” That is in accordance with Would possibly 2025 analysis.
However real-time multilingual voice brokers that perceive and discuss like people gained’t be to be had till 2030, the record says. That’s regardless of startups like Germany’s Onsai launching an AI-driven voice answer to assist operational potency within the hospitality sector and a lot of different avid gamers diving into automatic buyer services and products.
Nor do we see “human-like robots” desirous about hospitality automation within the subsequent 5 years. Once more, many within the sector would possibly disagree with this too.
By way of 2035, AI may have reached a capability to “form public debate and coverage … reasonable boards, suggest rules and stability competing pursuits.” As governments grapple with overtourism,
policymakers may well be hoping this arrives a little bit quicker.
The agentic technology
Taking a look to the (closer) long run, Meeker’s record highlights how “platform incumbents and rising challengers are racing to construct and deploy the following layers of AI infrastructure: agentic interfaces, endeavor copilots, real-world independent programs and
sovereign fashions.”
Racing is the easiest description from the commute business’s standpoint, and there are many examples of this already going down, as mentioned in PhocusWire’s The New Age(nts) Pattern Sequence,
with the likes of Kayak shifting nearer to an agentic style and China-based AI agent Manus making inroads. Assets control platform Apaleo has even created a market of AI brokers intended for the hospitality sector.
The record additionally describes how AI brokers constitute a step-change ahead: “Those are clever long-running processes that may explanation why, act and entire multi-step duties on a consumer’s behalf. They don’t simply resolution questions—they execute: reserving conferences,
filing stories, logging into equipment or orchestrating workflows throughout platforms, regularly the use of herbal language as their command layer.”
In the meantime, cheap satellite-driven web connectivity is about to grow to be existence for the 32% of the arena’s inhabitants that’s now not recently on-line. Those new customers will get started from scratch with AI capability, paving the best way for an all-new leapfrog second.
“When those new customers come on-line, they most probably gained’t be met by way of browsers and seek bars. They’ll get started with AI—and of their local language,” the developments record says.
It’s meals for concept for commute corporations having a look to focus on rising economies.
“An agent-first web revel in may upend present tech hierarchies, disintermediating dominant platforms and redistributing worth. On this style, the winners wouldn’t be those that personal the app however those that personal the interface,” the record says.
Main OTAs in a dominant place?
The record notes how the AI industry style is in flux, with new questions in regards to the one-size-fits-all extensive language style method, with smaller, less expensive fashions skilled for customized use circumstances. Whilst AI is fueling a brand new wave of commute startups, larger on-line commute companies like Expedia and Reserving.com have a bonus.
Because the record says: “Specialist distributors aren’t status nonetheless. If the rest, they’re soaking up AI quicker—embedding copilots, automating workflows and fine-tuning fashions on proprietary business information. Those platforms have already got the workflows, the
agree with and the structured information that AI flourishes on. That provides them a head get started in deploying domain-specific intelligence.”
Advertising to Gen Z
Gen Z proceed to hunt inspiration from social platforms, however Meeker’s record hones in at the rising large-scale AI video fashions, noting a 120%
year-over-year build up within the collection of fashions being launched.
The record features a quote from Pinterest CEO Invoice Able, made throughout a contemporary profits name: “In step with educational research, 50% of the human mind is stressed out for visible processing. The facility for customers to discover their passion visually and take motion on them … is especially related for Gen Z
… who’ve been raised on an web of visible content material throughout photographs and video,” Able mentioned.
With developments in high quality and decreasing prices, be expecting to look extra AI generated video content material used for advertising and marketing at some point. On the identical time, the record brings up the industries which may be suffering from AI (in line with NVIDIA), in particular calling out AI content material
introduction and noting that fifty million content material creators all over the world may well be impacted.
Self reliant vehicles
Self-driving fleets like Google’s driverless-taxi corporate Waymo and Tesla’s Complete Self-Using beta get a namecheck, hailed as “revenue-generating deployments” somewhat than science tasks confined to check tracks.
Whilst the record in particular references marketplace proportion in San Francisco, it’s value noting that Waymo lately recorded 10 million rides. In the meantime, Zoox was once lately named the respectable robotaxi spouse of Hotels Global Las Vegas, bringing its totally independent vehicles without delay to one of the crucial town’s maximum outstanding luxurious accommodations.
Cybersecurity dangers
The record recognizes the risks of such fast developments in AI, together with fraud.
It additionally integrated a quote from Demis Hassabis, CEO of Google DeepMind, who mentioned: “A few of these are already obvious, whilst others appear most probably in accordance with present developments,” then mentioning such things as deadly independent guns, surveillance and persuasion, biased choice making, have an effect on on employment, safety-critical programs and cybersecurity.
“Lengthy sooner than now we have a possibility to ‘resolve AI,’ on the other hand, we will be able to incur dangers from the misuse of AI, inadvertent or in a different way,” Hassabis mentioned.
Interpreting the AI Traits File from Mary Meeker isn’t any imply feat—particularly taking into account it is 339 pages lengthy. But there are a number of key takeaways for
the commute business buried inside the opus.
Meeker is founder and basic spouse at BOND, a San Francisco-based mission capital company. She’s been dubbed the “Queen of the web,” owing to her earlier annual publications that take the heart beat
of generation developments.
The most recent record is essential, because it’s her first since 2019—and as at all times, for the reason that stories are extensively learn. They lend a definite stage of authority in terms of
shaping the narrative round defining long run developments, in addition to the glide of investor greenbacks.
Regardless of its length, it’s an out there learn. Loads of graphs and charts assist inform each the tale of man-made intelligence (AI) up to now and the place it is heading. Thankfully, it’s written in a conversational means; what number of tech-heavy stories come with
words like “wicked-fast adoption”? There’s even a “wow!” thrown in against the top.
Understandably, there’s so much about the important thing avid gamers (Google, Meta, OpenAI, Perplexity, Anthropic, xAI and others); the {hardware} facet (information facilities and chip producers); and the astronomical prices in coaching fashions. Amongst all this, there are related
issues for the commute business.
Seek is converting
Most of the people are acutely aware of the numerous world adoption of AI, and ChatGPT’s meteoric take-up has already had intensive protection. However a big chew of Meeker’s
record is focused on its “unheard of” enlargement price, and the considerable statistics lay naked the stark fact: Alternate is coming, and it is coming quicker than we expect.
Subscribe to our publication underneath
Let’s select one of the vital important statistics: As of April 2025, ChatGPT had 800 million weekly energetic customers and 20 million subscribers. The chart trajectory as of late is sort of vertical, and individuals are spending extra time on it. Customers within the United
States had been spending a median of six mins an afternoon in July 2024, which rose to 19 mins an afternoon by way of the top of April 2025.
The record additionally highlights that ChatGPT hit 365 billion annual searches inside of two years, whilst it took Google 11 years to succeed in that determine. This reinforces the will for commute corporations to make the transition from search engine optimization to GEO, or Generative Revel in Optimization.
Automation in hospitality
ChatGPT’s skill to assist other people plan journeys is discussed in a piece of the record known as “Most sensible Ten Issues AI Can Do These days,” integrated as some way it will probably “arrange your existence.” That is in accordance with Would possibly 2025 analysis.
However real-time multilingual voice brokers that perceive and discuss like people gained’t be to be had till 2030, the record says. That’s regardless of startups like Germany’s Onsai launching an AI-driven voice answer to assist operational potency within the hospitality sector and a lot of different avid gamers diving into automatic buyer services and products.
Nor do we see “human-like robots” desirous about hospitality automation within the subsequent 5 years. Once more, many within the sector would possibly disagree with this too.
By way of 2035, AI may have reached a capability to “form public debate and coverage … reasonable boards, suggest rules and stability competing pursuits.” As governments grapple with overtourism,
policymakers may well be hoping this arrives a little bit quicker.
The agentic technology
Taking a look to the (closer) long run, Meeker’s record highlights how “platform incumbents and rising challengers are racing to construct and deploy the following layers of AI infrastructure: agentic interfaces, endeavor copilots, real-world independent programs and
sovereign fashions.”
Racing is the easiest description from the commute business’s standpoint, and there are many examples of this already going down, as mentioned in PhocusWire’s The New Age(nts) Pattern Sequence,
with the likes of Kayak shifting nearer to an agentic style and China-based AI agent Manus making inroads. Assets control platform Apaleo has even created a market of AI brokers intended for the hospitality sector.
The record additionally describes how AI brokers constitute a step-change ahead: “Those are clever long-running processes that may explanation why, act and entire multi-step duties on a consumer’s behalf. They don’t simply resolution questions—they execute: reserving conferences,
filing stories, logging into equipment or orchestrating workflows throughout platforms, regularly the use of herbal language as their command layer.”
In the meantime, cheap satellite-driven web connectivity is about to grow to be existence for the 32% of the arena’s inhabitants that’s now not recently on-line. Those new customers will get started from scratch with AI capability, paving the best way for an all-new leapfrog second.
“When those new customers come on-line, they most probably gained’t be met by way of browsers and seek bars. They’ll get started with AI—and of their local language,” the developments record says.
It’s meals for concept for commute corporations having a look to focus on rising economies.
“An agent-first web revel in may upend present tech hierarchies, disintermediating dominant platforms and redistributing worth. On this style, the winners wouldn’t be those that personal the app however those that personal the interface,” the record says.
Main OTAs in a dominant place?
The record notes how the AI industry style is in flux, with new questions in regards to the one-size-fits-all extensive language style method, with smaller, less expensive fashions skilled for customized use circumstances. Whilst AI is fueling a brand new wave of commute startups, larger on-line commute companies like Expedia and Reserving.com have a bonus.
Because the record says: “Specialist distributors aren’t status nonetheless. If the rest, they’re soaking up AI quicker—embedding copilots, automating workflows and fine-tuning fashions on proprietary business information. Those platforms have already got the workflows, the
agree with and the structured information that AI flourishes on. That provides them a head get started in deploying domain-specific intelligence.”
Advertising to Gen Z
Gen Z proceed to hunt inspiration from social platforms, however Meeker’s record hones in at the rising large-scale AI video fashions, noting a 120%
year-over-year build up within the collection of fashions being launched.
The record features a quote from Pinterest CEO Invoice Able, made throughout a contemporary profits name: “In step with educational research, 50% of the human mind is stressed out for visible processing. The facility for customers to discover their passion visually and take motion on them … is especially related for Gen Z
… who’ve been raised on an web of visible content material throughout photographs and video,” Able mentioned.
With developments in high quality and decreasing prices, be expecting to look extra AI generated video content material used for advertising and marketing at some point. On the identical time, the record brings up the industries which may be suffering from AI (in line with NVIDIA), in particular calling out AI content material
introduction and noting that fifty million content material creators all over the world may well be impacted.
Self reliant vehicles
Self-driving fleets like Google’s driverless-taxi corporate Waymo and Tesla’s Complete Self-Using beta get a namecheck, hailed as “revenue-generating deployments” somewhat than science tasks confined to check tracks.
Whilst the record in particular references marketplace proportion in San Francisco, it’s value noting that Waymo lately recorded 10 million rides. In the meantime, Zoox was once lately named the respectable robotaxi spouse of Hotels Global Las Vegas, bringing its totally independent vehicles without delay to one of the crucial town’s maximum outstanding luxurious accommodations.
Cybersecurity dangers
The record recognizes the risks of such fast developments in AI, together with fraud.
It additionally integrated a quote from Demis Hassabis, CEO of Google DeepMind, who mentioned: “A few of these are already obvious, whilst others appear most probably in accordance with present developments,” then mentioning such things as deadly independent guns, surveillance and persuasion, biased choice making, have an effect on on employment, safety-critical programs and cybersecurity.
“Lengthy sooner than now we have a possibility to ‘resolve AI,’ on the other hand, we will be able to incur dangers from the misuse of AI, inadvertent or in a different way,” Hassabis mentioned.
