Mary Meeker’s 2019 internet trends report [pdf]

Post by esoterica » Wed, Jun 12, 2019, 4:51 AM UTC

povertyworld wrote: post #77

asdff wrote: post #73

Earlier quoted context omitted.

There's going to be a point where taking a scooter becomes more attractive for low income people (it's already half the price of a lyft), and then there will be a point where owning your own $400 scooter or $100 bike will make more sense rather than relying on the rental (which is normalizing the idea of riding an electric scooter/bike through a city). I wonder if these companies have dug their own grave.

Owning a bike isn't really that good for commuting. I use Citibike to go to work and pretty much anywhere else they have Citibike docks. People always ask why I don't just buy a bike. I had a bike. It got stolen. If a Citibike gets stolen, that's not my problem. Moreover, I don't have to try to take it on the train, or carry it into a building, or find a place to park it outside where it won't get stolen or vandalize…

Post by mrunkel » Wed, Jun 12, 2019, 5:17 AM UTC

dang wrote: post #66

russellbeattie wrote: post #41

Dear Mary, Social Security is not an entitlement in anything but the strictest sense of the word. Every year you put it in your report and group it in like it's some sort of handout by the federal government, but it's not. And every year, you put up a few slides pushing your politically-motivated world view of cutting "expenses", but never bother to note what USA Inc. could do to increase revenues like raising taxes…

Please don't take HN threads on generic political tangents. Your points may be good but this is clearly a step into generic flamewar and therefore the wrong direction for HN. https://news.ycombinator.com/newsguidelines.html

Post by mikorym » Wed, Jun 12, 2019, 5:26 AM UTC

mevile wrote: post #14

ketzo wrote: post #13

From page 29, average customer acquisition cost has risen by ~33% in just the last two years ... they make the point on the next slide that having customer acquisition costs exceed a customer's lifetime value can't really succeed for long. I think this, specifically, is what will spell the doom of Uber and Lyft, and potentially many of the food delivery companies -- they rely on insane growth curves to generate new i…

> will spell the doom of Uber and Lyft Car sharing isn't going anywhere. It's too convenient. The prices will rise, the number of drivers and passengers will fall and the companies will shrink, but they'll still be around. I have trouble seeing suddenly seeing a day when there's no car share service because they all finally went belly up.

Post by simonh » Wed, Jun 12, 2019, 6:13 AM UTC

tedsanders wrote: post #16

loganfrederick wrote: post #15

Earlier quoted context omitted.

The question is: will Uber and Lyft always be the entities leading car-ordering apps? Hypothetically, Uber and Lyft stock prices could collapse, Google and Apple buy them, respectively, and then they could become features in Google and Apple Maps, as opposed to standalone companies and apps. Sure, there are additional logistics, city management, back-end processing pieces that are not trivial. But the customer app ex…

I mean, even in this scenario the company still exists, just with a different brand. They'll still have the same code, the same infrastructure, the same users. If Facebook buys Oculus, that doesn't mean Oculus stops existing. It just means Oculus is now owned by Facebook.

Post by dang » Wed, Jun 12, 2019, 7:19 AM UTC

mrunkel wrote: post #93

dang wrote: post #66

Earlier quoted context omitted.

Please don't take HN threads on generic political tangents. Your points may be good but this is clearly a step into generic flamewar and therefore the wrong direction for HN. https://news.ycombinator.com/newsguidelines.html

I am usually 100% behind you on your attempts to moderate, but I'm not sure I follow you here. But thank you for doing what you do! In this case it doesn't seem to be a generic political tangent, but specifically addressing what appears to be bias in the report. I found the post informative and adding context, but then, I'm probably politically aligned with the GP. Which certainly colors my view. :)