TLDR:<p>1. Still more runway for smartphone usage - 30% mobile penetration<p>2. Tablets growing with plenty of penetration opportunity - 400M+ tablets vs. 800M Laptops and 1.6B smartphones<p>3. Mobile internet install base will be 10x desktop install base<p>4. More mobile, more security problems<p>5. Things aren't so bubbly when compared to 2000<p>6. Youtube is teaching your kids and that's a good thing (my words)<p>7. Healthcare will hopefully get better with technology<p>8. People love chat apps and sharing videos + pics<p>9. Apps are unbundling: "There's an app for that..."<p>10. Turn all your content into lists and you will strike
social distribution gold (my words)<p>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.<p>12. Any bitcoin based chart looks like a hockey stick (my words)<p>13. Big data slides - real time, sensors, cloud, data mining<p>14. Hardware costs down, cloud usage up<p>15. Online video is big and will be on your TV too<p>16. China<p>17. Drones
Once again, awesome analysis. Highlights for me<p>- great breakdown of timespent/adspend per medium showing huge potential for ads on mobile and overspend on print<p>- the tablet/phone boundary is being stretched by Korea with very low 'tablet' use but high phablet use<p>- clear age division on transition to online on-demand TV<p>- music switching to subscription with collapse of pay per track<p>- video consumption grows and grows on mobile
Tablet growth still booming, while iPad growth has slowed considerably and is causing analysts to rethink importance of iPad/tablets.<p>Slide 96 helps tell the story - cheap generic tablets market in underdeveloped countries as tv supplement/replacements.
'Ain't bout what you walk away from, it's bout what you walk away with.' -Lil Wayne<p>I'd summarize the end of this report (which for me is the best part with):<p>a) it doesn't matter if you're first-generation or second-generation as a founder
b) if your app or site or service can participate in China, you have 10x booster thrusters.
I figured this might appear on hacker news soon enough. If anyone has any questions about the tech behind this microsite (although it is pretty straightforward) let me know. We developed the site and the hosting to account for an enormous amount of traffic in a very short period of time. So far everything is working fine.
From Slide 9: mobile usage as a % of web usage is now 25%. It was 14% last year.<p>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.
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.
Original PDF: <a href="http://s3.amazonaws.com/kpcbweb/files/85/Internet_Trends_2014_vFINAL_-_05_28_14-_PDF.pdf" rel="nofollow">http://s3.amazonaws.com/kpcbweb/files/85/Internet_Trends_201...</a>
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!<p>"USA controlled" may be a better way of putting it.
It's a nit perhaps but being as this is technical stuff I'd prefer the standard SI prefixes rather than MM and the like used in some beancounting.