For those of you who want a quick skim :
A great summary on (of all the things :-)) Twitter : https://twitter.com/investing_city/status/113854955878977945...
Mary Meeker’s 2019 internet trends report [pdf]
101–110 of 119 posts
Re: Mary Meeker’s 2019 internet trends report [pdf]
#102Earlier 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…
I agree, and having bikes stolen in the past know of the pain with this. I now have insurance for my bikes.
Re: Mary Meeker’s 2019 internet trends report [pdf]
#103Re: Mary Meeker’s 2019 internet trends report [pdf]
#104slide 94: nearly 4.2 million people streamed in december 2018 at least once on twitch that seems incredibly high. I wonder how many of those are streaming games vs. talk/conversation vs. travel/outside social etc. I also wonder what the cost of all of this is. How many of them will actually be unprofitable for twitch due to not having any viewers. The streaming infrastructure must be more expensive than say a yt vid…
I'd argue against this solely based on the deflationary costs within computing. Factor that in, and the outlook for twitch looks great.
Article readers -> Video consumers(YouTube, Facebook etc)-> livestream (initially games and now anything)
Streaming games might be the first high value use case but I can def. see twitch gain traction in other niches.
Re: Mary Meeker’s 2019 internet trends report [pdf]
#105Earlier quoted context omitted.
It's not supposed to help you execute anything; it's an advertisement.
Explain?
Not the OP but I dug a little into which company published this. The link takes you to "Bond Cap" which seems to be an offshoot of Kleiner Perkins [1] . Bond Cap is another VC fund according to their webpage [2]. Putting 2 and 2 together: if you were a prospective investor and are considering two firms A and B and A happens to publish a report every year that seems to indicate that they know the internet landscape very well, who would you invest with ( other things being equal of course )?
[1] Wikipedia says that Ms Meeker works for Kleiner Perkins.https://en.wikipedia.org/wiki/Mary_Meeker
Re: Mary Meeker’s 2019 internet trends report [pdf]
#106"With which company would you share your health data?" https://www.bondcap.com/report/itr19/#view/287 This certainly isn't what you'd guess from reading comments on HN.
The fine print says this:
n = 4000. This question was only asked to the 11% of total respondents who answered "Yes" to whether they'd share their health data with a tech company
So.. HN might be right , after all :-). Knowing nothing about how they chose their sample respondents, I doubt we can either agree or disagree!
Re: Mary Meeker’s 2019 internet trends report [pdf]
#107Earlier quoted context omitted.
It's kind of a weird argument, considering that nothing in the Bill of Rights (for example) is earned. There are things we have "by right" according to law and that's okay.
It's literally money taken out of your paycheck and added to the pool. You can opt out and they'll pay you the amount you're due based on what you paid in at that time, and you will not have any more withheld from your paychecks but you will not receive any more later in life either. It's literally a government run retirement account that you fund yourself (and at this point with less assurance that you'll get a good…
Do you have a source? I'm not finding anything confirming this based on a brief search.
It doesn't look like most people can opt out or get any money before turning 62.
Re: Mary Meeker’s 2019 internet trends report [pdf]
#108Earlier quoted context omitted.
Explain?
Not the OP but I dug a little into which company published this. The link takes you to "Bond Cap" which seems to be an offshoot of Kleiner Perkins [1] . Bond Cap is another VC fund according to their webpage [2]. Putting 2 and 2 together: if you were a prospective investor and are considering two firms A and B and A happens to publish a report every year that seems to indicate that they know the internet landscape ve…
Thanks for sharing your findings! I've been reading Mary Meeker's annual Internet Trends Report for a while now, and I've found it informative. But it does make sense that the motivation behind it might be marketing/advertisement for a VC firm. The reports are a kind of proof that they do thorough research and have domain expertise.
Re: Mary Meeker’s 2019 internet trends report [pdf]
#109Earlier quoted context omitted.
Explain?
Not the OP but I dug a little into which company published this. The link takes you to "Bond Cap" which seems to be an offshoot of Kleiner Perkins [1] . Bond Cap is another VC fund according to their webpage [2]. Putting 2 and 2 together: if you were a prospective investor and are considering two firms A and B and A happens to publish a report every year that seems to indicate that they know the internet landscape ve…
That's fairly much as I'd suspected (though it'd be nice to hear OP's rationale).
I'm coming to the conclusion that much publishing is really a highly-ornate calling card or advertisement.
Re: Mary Meeker’s 2019 internet trends report [pdf]
#110Earlier 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…
It's not hard to make your bike less attractive to steal. Big fat D lock. Shitty looking seat. Locking nuts for your wheels. Parking in a rack amongst more attractive bikes. Taking your bike into your apartment. Not giving a fuck about what your coworkers think about your bike parked in the loading dock.
If you are commuting, I wouldn't pay more than $100 for your bike anyway. Unless you are biking 100 miles a ride, you'd be hard pressed to notice a huge difference between a scratched up steel frame trek you found on craiglist and tuned up vs. some carbon fiber precision instrument imported from Italy. My maintenance costs are taking it to the bike shop once a year for a tune up - $60 and they give me new pads. I haven't had a flat since I bought gatorskins, and even though I suck at changing them, an inner tube is cheap and takes less than 30 mins to change. Those dollar or two rides on bike share really add up if you start relying on it heavily.
I get that it sucks hauling in a bike on a packed subway, but in the u.s. that's only really a concern for commuters in nyc. Even L.A. is a bike utopia once you get comfortable with traffic grazing your elbow and cutting you off all the time; it requires thick skin, and planning your routes a little differently, but you will always be faster than a car in traffic due to filtering.