Link to slides off KPCB's site without needing to sign up for an account:
<a href="http://kpcbweb2.s3.amazonaws.com/files/121/INTERNET_TRENDS_REPORT_2018.pdf?1527701640" rel="nofollow">http://kpcbweb2.s3.amazonaws.com/files/121/INTERNET_TRENDS_R...</a><p><a href="http://www.kpcb.com/internet-trends" rel="nofollow">http://www.kpcb.com/internet-trends</a>
I’ve always been very skeptical at this report. I’m not exactly sure why, but I think because a) it is mainly a collection of a lots of data and b) it is extremely popular with many business people who often have little knowledge on the subject
Look at her report from five years ago before hyping her predictions. Most successful predictions obvious (mobile, China). Lots of misses (AI, cloud computing), and lots that’s wrong (everyone will be using wearables?).
Most of the time, the value I derive from this report is to gain a directional sense of the tech world that can then be combined with other insights to form actionable items.<p>For e.g. in terms of investing, smartphone shipments are not growing, which means that for companies like Apple that derive a significant piece of their revenue from smartphones will probably have to find growth elsewhere, either further up the stack or by launching newer products. This means that until a significant non-handset source of revenue emerges, Apple would likely not grow dramatically from this huge base.
This was pretty good last year but this year isnt forward looking at all.<p>Also they missed the 100 mn new internet users which came online in India the past year and the rock bottom mobile data rates which enabled it.
On slide 25, she claims Google Voice recognition has reached 95% accuracy, which seems to be human level threshold.<p>“Google Machine Learning Word Accuracy”<p>Does this mean anything practical to users?
Pretty light on in the enterprise computing section. I had expected more, enterprise applications are far more than just dropbox/slack/some product I never heard of before this report.
No mention of healthcare at least in the TOC this year, perhaps not surprising given Beth seidenbergs recent departure. Anyone know if they're still doing HC stuff?
So, what's the context for this for those of us that don't know? Who's Mary Meeker, and why should I care about her trendspotting? Just wondering if it's worth it to wade through 300 slides.
I have to vehemently disagree with slide 36: "It's Crucial to Manage For Unintended Consequences . . . But It's Irresponsible to Stop Innovation + Progress"<p>I'm afraid that's exactly backwards. It's Irresponsible not to manage for unintended consequences... but it's crucial to keep innovation and progress moving forward.