Opinion8 min read

Statistically Biased Thoughts vol.1

By Mert Satilmaz

Although I hate the simplification of words by shortening them, will use AI for Artificial Intelligence in short for convenience.

Definitions

AI

All artificial intelligence. Includes ML, computer vision, robotics, GenAI, agents, etc.

GenAI

Subset of AI focused on content generation: LLMs, image, video, and code generation.

Some examples but not limited to: ChatGPT, Midjourney, Copilot, Claude, Suno, Sora

Agentic AI

Subset of GenAI focused on autonomous action systems: AutoGPT-style agents, AI agents that execute tasks.

Some examples but not limited to: Clawdbot, OpenAI Operator, AutoGPT, Devin

AI Funding: 2000–2025

Now that we have the definitions and examples in place, let's look into how they have evolved historically and financially. All values are billions USD per year, not cumulative.

YearTraditional AIGenAIAgentic AITotal AI
20000.50.5
20010.60.6
20020.70.7
20030.90.9
20041.11.1
20051.41.4
20061.81.8
20072.22.2
20082.02.0
20091.71.7
20102.12.1
20112.82.8
20124.04.0
20135.55.5
20148.28.2
201512.112.1
201617.617.6
201723.323.3
201840.30.140.4
201936.50.236.7
202034.41.50.136.0
202165.32.50.268.0
202287.14.50.492.0
202389.029.02.0120.0
2024125.056.08.0189.0
2025116.087.022.0225.0

Inflection Points

1997 — Deep Blue defeats Garry Kasparov

IBM Deep Blue defeated the world chess champion. This proved machines could outperform humans in narrow domains.

2012 — AlexNet wins ImageNet

AlexNet wins the ImageNet competition by a massive margin. This marks the birth of modern AI.

Growth in funding: $4.0B → $5.5B, 1.4× overall AI in one year.

Longer term impact: $4.0B → $40.3B, 10.1× overall AI between 2012 to 2018.

2017 — Transformer architecture invented

Google researchers published the paper “Attention Is All You Need”. This became the foundation for GPT, Claude, Gemini and all modern GenAI systems.

2018 — First commercially viable large language models

OpenAI released GPT-1. GenAI funding begins emerging from near zero.

2020 — Large scale models become commercially viable

OpenAI released GPT-3.

Growth in funding: $36.0B → $68.0B, 1.9× overall AI in one year.

2022 — The most important inflection point in AI history

ChatGPT launched publicly.

Overall AI funding: $92.0B → $120.0B, 1.3× growth in one year.

GenAI funding: $4.5B → $29.0B, 6.4× growth in one year.

2023 — GenAI becomes enterprise infrastructure

Microsoft Copilot, Google Gemini, and Claude enterprise deployments accelerate adoption.

Overall AI funding: $120.0B → $189.0B, 1.6× growth in one year.

GenAI funding: $29.0B → $56.0B, 1.9× growth.

Agentic AI funding: $2.0B → $8.0B, growth.

2024 — Emergence of Agentic AI

Autonomous software agents such as Devin, autonomous research agents, and enterprise workflow agents begin deployment.

Overall AI funding: $189.0B → $225.0B, 1.2× growth in one year.

GenAI funding: $56.0B → $87.0B, 1.55× growth.

Agentic AI funding: $8.0B → $22.0B, 2.75× growth.

Unprecedented Growth Scale

With these being said, this represents unprecedented growth scale historically:

Post-AlexNet AI

Grown 10.1× in 6 years between 2012 to 2018.

GenAI Funding

Grown 45× in 4 years between 2018 to 2022.

2022 → 2023 GenAI funding grew 6.4× in ONE year.

2022 → 2025 GenAI funding grew 19.3× in just 3 years.

Agentic AI

Between 2023 to 2025 has grown 11× in 2 years.

Full Modern AI Funding

Grown 56× in 13 years between 2012 to 2025.

Hopefully this helps everyone quantify the scale historically and financially.

Funding does not lead capability. Capability leads funding. Every major funding multiplier above followed a technical breakthrough, not speculation.