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Mary Meeker’s 2019 internet trends report [pdf]

280 点作者 RmDen将近 6 年前

16 条评论

ketzo将近 6 年前
From page 29, average customer acquisition cost has risen by ~33% in <i>just the last two years</i>... they make the point on the next slide that having customer acquisition costs exceed a customer&#x27;s lifetime value can&#x27;t really succeed for long.<p>I think this, specifically, is what will spell the doom of Uber and Lyft, and potentially many of the food delivery companies -- they rely on insane growth curves to generate new investment, and customer acquisition is just so unbelievably competitive&#x2F;expensive, it&#x27;s an arms race that (IMO) has to collapse at some point.
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skybrian将近 6 年前
&quot;With which company would you share your health data?&quot;<p><a href="https:&#x2F;&#x2F;www.bondcap.com&#x2F;report&#x2F;itr19&#x2F;#view&#x2F;287" rel="nofollow">https:&#x2F;&#x2F;www.bondcap.com&#x2F;report&#x2F;itr19&#x2F;#view&#x2F;287</a><p>This certainly isn&#x27;t what you&#x27;d guess from reading comments on HN.
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leshokunin将近 6 年前
As the years go by, I feel more and more underwhelmed by these. It feels very surface level, handwavy. How would one execute anything but decisions based on confirmation bias using this information?
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hn_throwaway_99将近 6 年前
Wow, just kind of crazy how virtually all the top 20 Internet companies are US and China. The only other country represented is Japan with Recruit Holdings, and a huge part of that (maybe majority?) is due to them owning Indeed, which was founded in Austin.
aloer将近 6 年前
slide 94:<p>nearly 4.2 million people streamed in december 2018 at least once on twitch<p>that seems incredibly high. I wonder how many of those are streaming games vs. talk&#x2F;conversation vs. travel&#x2F;outside social etc.<p>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 that no one watches, no?
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chaostheory将近 6 年前
The only thing that I had doubts on was the &#x27;Video Watching Daily Minutes&#x27; portion Page 49. ISPs like Comcast game their cable numbers. How? They provide incentives to customers where it&#x27;s actually cheaper to have a basic cable plan bundled with internet vs just internet. Guess what plan customers are going to pick regardless of whether or not they really watch cable TV? Assuming seniors aren&#x27;t disproportionately consuming video vs everyone else, it&#x27;s probably closer to 40 &#x2F; 60 - television vs digital respectively. Unless Comcast and other operators with similar practices provide their DAU, television watching statistics will be inaccurate.
pwinnski将近 6 年前
50% of the world with access to the internet, that&#x27;s staggering. Slide 10 shows that there&#x27;s still a lot of room for growth in Asia Pacific and Africa &amp; Middle East regions, but clearly there are bigger issues involved there.
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tschellenbach将近 6 年前
Correction: Booking is founded by a Dutch guy (slide 260): <a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Booking.com" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Booking.com</a>
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jsf01将近 6 年前
How do you view this on a phone? It says tap to begin. Then what?
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vmurthy将近 6 年前
For those of you who want a quick skim :<p>A great summary on (of all the things :-)) Twitter : <a href="https:&#x2F;&#x2F;twitter.com&#x2F;investing_city&#x2F;status&#x2F;1138549558789779458" rel="nofollow">https:&#x2F;&#x2F;twitter.com&#x2F;investing_city&#x2F;status&#x2F;113854955878977945...</a>
mrandish将近 6 年前
Did anyone else start picturing the first two slides (the ones labeled &quot;Context&quot;) in a Star Wars-movie opening crawl? Something about the voice it&#x27;s written in totally had me seeing it in yellow text perspective scrolling off into the background.
floatboth将近 6 年前
huh, <i>Atlassian</i> is on the huge company list?
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diebeforei485将近 6 年前
Please link to the PDF[1] if possible.<p>[1] <a href="https:&#x2F;&#x2F;www.bondcap.com&#x2F;pdf&#x2F;190611_Internet_Trends_2019.pdf" rel="nofollow">https:&#x2F;&#x2F;www.bondcap.com&#x2F;pdf&#x2F;190611_Internet_Trends_2019.pdf</a>
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bilal4hmed将近 6 年前
What took me by surprise was that telegram had more users than whatsapp or iMessage
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B1FF_PSUVM将近 6 年前
If anyone else is wondering about the &#x27;bondcap.com&#x27; URL, it seems a Kleiner Perkins brand.
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russellbeattie将近 6 年前
Dear Mary,<p>Social Security is not an entitlement in anything but the strictest sense of the word. Every year you put it in your report and group it in like it&#x27;s some sort of handout by the federal government, but it&#x27;s not. And every year, you put up a few slides pushing your politically-motivated world view of cutting &quot;expenses&quot;, but never bother to note what USA Inc. could do to increase <i>revenues</i> like raising taxes on the insanely wealthy back to 1950&#x27;s levels: 91 percent top marginal tax rate would go a long way to balancing USA Inc&#x27;s books.<p>Also, it&#x27;s amazing how many slides you dedicated to the national debt during Obama&#x27;s presidency, and yet now it barely gets a mention, and definitely no dire predictions of ruin and destruction for all. I wonder why?<p>Every year I point this stuff out in HN, because I want to make sure the bias is well and truly noted in case others missed it. It makes me question how much irrational partiality infects the rest of the report - quite a lot I suspect.
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