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The ‘Made in USA’ slide (10) is nonsense. It shows a shift from non-USA OSes, Symbian and Linux to 'Made in USA' OSes, Android, iOS and Windows phone. But Android is built on Linux! "USA controlled" may be a better way of putting it.
From Slide 9: mobile usage as a % of web usage is now 25%. It was 14% last year. This seems contrary to what we hear about native apps dominating smartphone usage. Obviously that web usage isn't "HTML5 Apps" per se and I'm sure apps dominate services like Facebook, Yelp, etc ... but that number and growth seems very significant.
Slide 16 supports the apps over native story: app revenue is dominating browser advertising on an increasing basis.
Original PDF: http://s3.amazonaws.com/kpcbweb/files/85/Internet_Trends_201...
An open question - is Mary Meeker still taken as seriously as she was 15 years ago? I don't talk to enough people in the investor community to know either way.
Mary and others like Steve Milunovich at Morgan Stanley were in a rather unique place and time 15 years ago because the Internet was just becoming this very-important-thing and very few people really understood it. Today's a lot different. That said, this presentation is widely viewed as pretty important annual snapshot of certain trends. Note though that Mary is at KPCB [Edit: Corrected] these days so her focus is p…
An open question - is Mary Meeker still taken as seriously as she was 15 years ago? I don't talk to enough people in the investor community to know either way.
Tablet growth still booming, while iPad growth has slowed considerably and is causing analysts to rethink importance of iPad/tablets. Slide 96 helps tell the story - cheap generic tablets market in underdeveloped countries as tv supplement/replacements.
The interesting piece is overall tablet use growing, as the non-iPad options continue to improve and offer a cheap alternative for doing things like going to a coffee shop or browsing on CalTrain.
Earlier quoted context omitted.
It was unviewable due to the slowness. Just linking to the PDF on a static webserver somewhere would have been far superior.
We added a link to the pdf beneath the slidedeck. We should have considered doing that in the first place - hindsight is 20/20. It's listed above but here it is again: http://www.kpcb.com/file/kpcb-internet-trends-2014
An open question - is Mary Meeker still taken as seriously as she was 15 years ago? I don't talk to enough people in the investor community to know either way.
Was Meeker ever taken seriously? Her predictions were so bad that they got her and Morgan Stanley sued.
Original PDF: http://s3.amazonaws.com/kpcbweb/files/85/Internet_Trends_201...
I recommend this url instead. It will redirect to the PDF file and will always redirect to the most up to date version: http://www.kpcb.com/file/kpcb-internet-trends-2014