The Top 10 SaaStr Learnings from Mary Meeker’s Latest Report on AI
SaaStr
JUNE 1, 2025
China Is Playing a Different Game Entirely The Models Youve Barely Heard Of: DeepSeek R1: 93% performance of OpenAI’s o3-mini at fraction of training cost Alibaba Qwen 2.5-Max: China views AI supremacy as essential to geopolitical leadership. This infrastructure boom has real physical limits. Token Costs Collapsed 99.7%
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