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The Meeker Report: Capitalism's AI Gospel and Its Blind Spots

Mary Meeker's 2025 AI Trends Report charts a future of exponential adoption and investor euphoria. But what isn't she saying?

Dave Friedman's avatar
Dave Friedman
Jun 01, 2025
∙ Paid

Mary Meeker1 just dropped her 2025 AI Trends report, a 300+ slide compendium of hockey-stick charts, CapEx surges, and breathless adoption curves. If you wanted a single document that encapsulates Silicon Valley's consensus AI worldview—growth is good, more is better, and China is a threat—you've found your catechism.

But like most techno-optimist narrati…

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