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Mary Meeker's 2014 Internet Trends

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Re: Mary Meeker's 2014 Internet Trends

#41

Post by eevilspock »

sp332 wrote: post #31
eevilspock wrote: post #25

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.

Android has a Linux kernel, but most of the OS is not what you'd find on a normal Linux desktop distro. It was started by Android, Inc. in California and is now developed almost entirely by Google.

HN is going downhill because more and more users down-vote comments not because they are fallacious or illogical, but because don't like them.

sp332's comment is fair, as far as I know, but so is mine. Android is a Linux distribution according to the Linux Foundation, Google's open-source chief Chris DiBona, and several journalists.[1] "We assess the initial effort needed to adapt the Linux kernel into Android and found that 99% of the function-alities of Linux kernel 2.6 were reused into Android, and only 0.7% of the reused files were modified to implement the requirements of Android."[2]

I said the slide is "nonsense" because it is inconsistent in how it counts Linux-based OSes.

[1] Wikipedia. http://en.wikipedia.org/wiki/Android_(operating_system)

[2] Adapting Linux for Mobile Platforms: An Empirical Study of Android. http://swat.polymtl.ca/~foutsekh/docs/era-khomh-foutse-adapt...

Re: Mary Meeker's 2014 Internet Trends

#42

Post by vii »

Once again, awesome analysis. Highlights for me

- great breakdown of timespent/adspend per medium showing huge potential for ads on mobile and overspend on print

- the tablet/phone boundary is being stretched by Korea with very low 'tablet' use but high phablet use

- clear age division on transition to online on-demand TV

- music switching to subscription with collapse of pay per track

- video consumption grows and grows on mobile

Re: Mary Meeker's 2014 Internet Trends

#43

Post by mikepmalai »

TLDR:

1. Still more runway for smartphone usage - 30% mobile penetration

2. Tablets growing with plenty of penetration opportunity - 400M+ tablets vs. 800M Laptops and 1.6B smartphones

3. Mobile internet install base will be 10x desktop install base

4. More mobile, more security problems

5. Things aren't so bubbly when compared to 2000

6. Youtube is teaching your kids and that's a good thing (my words)

7. Healthcare will hopefully get better with technology

8. People love chat apps and sharing videos + pics

9. Apps are unbundling: "There's an app for that..."

10. Turn all your content into lists and you will strike social distribution gold (my words)

11. Apps will save you time, money, find your next love, and do everything else for you same day by removing the friction of human interaction.

12. Any bitcoin based chart looks like a hockey stick (my words)

13. Big data slides - real time, sensors, cloud, data mining

14. Hardware costs down, cloud usage up

15. Online video is big and will be on your TV too

16. China

17. Drones

Re: Mary Meeker's 2014 Internet Trends

#47

Post by justincormack »

Dorian-Marie wrote: post #11
anonymous_ wrote: post #3

Earlier quoted context omitted.

when I tried to view using firefox, the cpu bar kept high eating all the memory and unresponsive. I saw in firebug net tab that every slide was being fetch from slideshare in a loop. Does not happen in chrome.

I can confirm that Slideshare is eating all CPU, maybe use Speaker Deck: https://speakerdeck.com/

Or start using HTML for slides. like with text and stuff, not images.

Re: Mary Meeker's 2014 Internet Trends

#48

Post by gone35 »

patkai wrote: post #46

If this is called "analysis" then there is no hope.

Indeed. In fact it's just a tad below what passes for state-of-art proprietary "analysis" for clients in that industry. You'll never, ever see error bars in those graphs, for instance; nor any non-hand-waving rationale for the implicit fungibility assumptions behind most (if not all) of their claims about "potential" ---like the notorious "~$30+ bn mobile market opportunity / print is overspent" one in slide 15, which blithely assumes that the value of user engagement with ads per unit of time spent ought to be the same regardless of the medium: be it a tiny smartphone screen in the middle of a stressful subway commute, or a full-page glossy magazine ad with enclosed perfume sample on a weekend evening.

Apart from the satiric element of such analytic uselessness though, I like these reports for what they reveal about the industry's collective anxieties and fixations ---tablet tablet tablet, social social social, ads ads ads, data data data, china china china. Cf for instance, in slide 90, this eye-opening jewel:

Biggest Re-Imagination of All = People Enabled With Mobile Devices + Sensors Uploading Troves of Findable & Sharable Data

If that is their "biggest re-imagination of all", then as you say there is no hope, indeed.

Re: Mary Meeker's 2014 Internet Trends

#50

Post by mathattack »

ghaff wrote: post #23
mathattack wrote: post #19

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…

At MS she was in the business of hyping their tech equities. What's her role now? Creating hype around the KPCB brand? I assume she's not an active investor.
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