A few days ago, Mary Meeker, who is known as the "Queen of the Internet", released the "Internet Trends Report", which mentioned a lot of AI development status, future trends and other content.
Among other things, according to Mary, OpenAI's AI chatbots are currently ChatGPT The largest monthly active users fromIndia, which accounted for 13.51 TP3T, even more than theUSAThe local market is 8.9%. Meanwhile, India has become DeepSeek's largest market: 7% of the global users of the mobile app are from India.
Mary also mentioned in the report that the current mainstream AI companies have a disproportionate gap between their valuations and revenues. Specifically, Perplexity reaches a gap of about 75x in its valuation/revenue multiple, while OpenAI gets a gap of 33x with $9.2 billion in annual revenue and an estimated $300 billion valuation.
In the past year, Chinese models have broken the high price 'bubble' of major AI companies through a low-cost approach, to which Mary said: 'Investors, please only invest the amount you are willing to lose'.
For more specific reports, jump to: https://www.bondcap.com/reports/tai