Covid looks to me like that space stone that finished dinosauruses. Basically it just accelerated/cleared path for the trends which were already well underway (feathered flying dinosauruses, mammals, online retail, cloud, etc. in while the classic dinosauruses and retail, onpremise datacenters/applications, regular commuting to the office and assigned desk, etc. out).
Mary Meeker's 28 page take on Covid-19
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Re: Mary Meeker's 28 page take on Covid-19
#12There are the 'have's' and the 'have not's'.
I don't think that it is easy for the 'have's' to see how the situation affects the 'have not's'.
For those in the first world that are in managerial positions, healthy and on a pension or with inherited wealth the situation is very different to that facing those living paycheck to paycheck or without a paycheck.
Essentially this means there is some class struggle going on, between the 'have's' and 'have not's'. If you are a 'have not' then this is centre stage, if you are a 'have' this is curiously absent. I found this report was written by a 'have'.
Re: Mary Meeker's 28 page take on Covid-19
#13Is this health care's year of linux? I have been working around remote video telehealth since the late 90s. It has always been right around the corner.
We always had teledoc, but it's an imperfect technology, can the doctor examine you with a stethoscope, can he check your BP, can he check your throat or blood-oxygen levels? NO? All he can do is ask for your symptoms and suggest what is at best an imperfect diagnosis and medications.
The Teladoc program will actually upload some of your ios health data if you permit it (I might, but the privacy granularity is inadequate). So in theory the doctor could get my BP, HRT, BG etc...assuming I, the layperson, used the cuff properly.
Instead I just tell him/her the readings.
Re: Mary Meeker's 28 page take on Covid-19
#14Many years ago (10?) she published a PowerPoint deck that blew everyone's mind and we all learned her name. Every year since she publishes a PowerPoint deck that is full of numbers and is otherwise no more insightful than any other analyst's PowerPoint deck full of numbers. Each time she releases a new deck I open it hoping for another like the first one, and each time it's utterly disposable.
Re: Mary Meeker's 28 page take on Covid-19
#15Has anyone done an analysis of her past reports to see if she's really any good at prognostication? I feel like in the past she stuck to describing incremental changes and trends but this was much more opinionated.
I look at these reports as checkpoints of trends that are already happening. All you need is a keen observational eye and some data to back up the qualitative observations to produce something like this. I don't view these reports are being in the business of predicting the future. They are describing what's already obviously happening with maybe an optimistic eye towards the future.
Accurately separating what is important from what is trivial in the flow of current events is indistinguishable from predicting the near future.
Re: Mary Meeker's 28 page take on Covid-19
#16Earlier quoted context omitted.
I look at these reports as checkpoints of trends that are already happening. All you need is a keen observational eye and some data to back up the qualitative observations to produce something like this. I don't view these reports are being in the business of predicting the future. They are describing what's already obviously happening with maybe an optimistic eye towards the future.
Accurately separating what is important from what is trivial in the flow of current events is indistinguishable from predicting the near future.
That's fair. I was more commenting on her Internet Trends Report.
Re: Mary Meeker's 28 page take on Covid-19
#17Just watch china. Its 2 months ahead in time. Right after lockdown, traffic jams are back. Though borders are still closed. But watch them. In case the outbreak returns.