Mary Meeker wants AI and higher education to be partners

• Each one dug deep into the new tech economy, with hundreds of pages of slides. The last one was published in 2019.
• Meeker's new effort is a shorter attempt (16 pages!) at reconciling tech's brave new world and America's economic vitality, with higher ed as the connective tissue.

Zoom in: Meeker argues that the U.S. has wrested the AI lead from China, and that key to staying ahead is for tech and universities to treat each other as partners, rather than as obstacles.

• For tech, that means providing GPUs to research universities and being clear about how they view the shifting future of work.
• For higher ed, it means a "mindset change" whereby teachers act more like coaches and students are viewed as customers.

What she's saying: "What we do in the next couple of years is going to be very consequential," Meeker tells me. "High ed for years as been the bastion of momentum in tech and change. For example, where would we be with the internet but for Stanford and MIT? But a lot of that was government-funded, and now is more industry-funded."

• Meeker also agrees with venture capitalist Alan Patricof that AI is a "bigger and more profound revolution" than transistors, PCs, biotech, the internet or cloud computing.

• "It's almost as if the first 30 years of internet was to build up data sets that can now be optimized," Meeker says.

Read it: Meeker's report was sent this morning to investors in her growth equity firm, BOND, and published on the firm's website.