Overview

• Meeker warns that whoever leads in AI technology could secure broader geopolitical dominance in a rivalry likened to a modern space race.
• Closed systems such as OpenAI’s GPT-4 are powering enterprise and consumer markets while China leads open-source innovation with three major model launches in 2025: DeepSeek-R1, Alibaba Qwen-32B and Baidu Ernie4.5.
• ChatGPT reached 100 million users in under three months—a pace unmatched by Instagram, WhatsApp or YouTube—and AI platform adoption may reach half of US households within three years.
• India ranks as the second-largest ChatGPT market with 13.5% of mobile users and holds the third-largest share for China’s DeepSeek AI at 6.9%, underscoring its growing influence.
• The report cautions that rapid AI growth brings risks of hallucinations, biases, misinformation and slow regulatory response that could undermine its promise.