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Mary Meeker Internet Trends Report 2018
- ianamartin 8y agoI have to vehemently disagree with slide 36: "It's Crucial to Manage For Unintended Consequences . . . But It's Irresponsible to Stop Innovation + Progress" 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.
- camillomiller 8y agoAmerican capitalism vs European capitalism at its best.
- baxtr 8y agoCan you eloborate on that? Things like “The Lean Startup” (de-risking as principle) originated in the States
- allenz 8y agoIrresponsible implies a moral imperative. I think they're saying that "unintended consequences" often harm other people, and therefore business have the responsibility to minimize them. The stereotype is that American business like Uber, Facebook, and Amazon tend to see shareholder value as their one and only duty.
- bazizbaziz 8y agoLink to slides off KPCB's site without needing to sign up for an account: http://kpcbweb2.s3.amazonaws.com/files/121/INTERNET_TRENDS_REPORT_2018.pdf?1527701640 http://kpcbweb2.s3.amazonaws.com/files/121/INTERNET_TRENDS_R... http://www.kpcb.com/internet-trends http://www.kpcb.com/internet-trends
- textmode 8y agoLink to slides without having to visit kpcb.com or amazonaws.com: http://web.archive.org/web/20180530170222/http://www.kpcb.com/file/2018-internet-trends-report http://web.archive.org/web/20180530170222/http://www.kpcb.co...
- victor106 8y agoDoes anyone here know how her past trends compare? How would one use trends like this to make daily or career choices or strategic decisions?
- ljf 8y agoLast 5 years of reports and comments from Hacker News: https://hn.algolia.com/?query=Mary%20meeker&sort=byPopularity&prefix&page=0&dateRange=all&type=story https://hn.algolia.com/?query=Mary%20meeker&sort=byPopularit...
- baxtr 8y agoI’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
- patkai 8y agoI'm also skeptical of reports where one seems to need 294 slides to identify a trend. But drowning viewers in data and having no conclusions at the end is all the data I need.
- baxtr 8y agoTrue. What I don’t get though: Why is it sooo popular then?
- jasode 8y agoIt's popular because it's a convenient compendium of a bunch of charts. Let's say I'm wondering about "number of smartphone users growth". A google search might pull one chart for that.[1] What Mary Meeker does is ask 200 of those types of questions, gathers all the data to make the charts, and puts them together in one deck. That's more convenient than conducting 200 searches on the Statista website. I think the disconnect and dissatisfaction happens because they expect Mary Meeker's slides to provide some mind-blowing insight. I think it's more realistic just to accept it as a nice data dump of some of the latest trends. [1] https://www.statista.com/statistics/330695/number-of-smartphone-users-worldwide/ https://www.statista.com/statistics/330695/number-of-smartph...
- baxtr 8y agoThank you for this explanation. Makes completely sense
- patkai 8y agoNot expecting mind blowing insight, just insight. Data turned into knowledge and models, showing relationships and significance. Gathering data is an intermediate step in this process. But true, it is a nice dump of data!
- cstanley 8y agoDoes anyone have the tl;dr (summary)?
- markivraknatap 8y agohttps://techcrunch.com/2018/05/30/internet-trends-2018/ https://techcrunch.com/2018/05/30/internet-trends-2018/
- melling 8y agoOn slide 25, she claims Google Voice recognition has reached 95% accuracy, which seems to be human level threshold. “Google Machine Learning Word Accuracy” Does this mean anything practical to users?
- allenz 8y agoAccuracy is important, and it's steadily improving. I now prefer to dictate my comments and essays instead of typing, especially on mobile.
- bitexploder 8y agoThe garbled voice mail translation I still see would beg to differ. Maybe on clean audio sources they have? But they still translate some absolute nonsense that I can easily understand in one listen.
- golem14 8y agoI'm not sure all Google products use the same voice recognition tech. Almost sure that they're not. In the NLP realm for instance, Google translate is (or used to be) based on a much older statistical model rather than the hot deep learning models the cool projects use nowadays.
- gaius 8y agoHuman level? You miss/misunderstand one word in 20? It needs to be much better than that to be human level!
- kinsomo 8y agoSo, 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.
- clairity 8y agoshe's a partner at kleiner. if you want to hob-nob with VCs, you should be familiar with this report so you can look like you're in the know.
- ghaff 8y agoIf only there were a way to search for basic information. Sorry :-) Mary was one of the early financial analysts to focus on the emerging Internet. She's now at KPMG and this report is an annual distillation of a lot of the current trends and data.
- AtomicOrbital 8y agoMary Meeker was a Managing Director at Morgan Stanley way back when that investment bank did the IPO's of the first internet generation including Netscape and Google ... She has been in the know since before the beginning ;-)
- redditmigrant 8y agoMost 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. 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.
- russellbeattie 8y agoThis report is always interesting, but watch out for Mary's right-wing political views she likes to add in.
- eppsilon 8y agoA section on the US national debt/spending was the only remotely right-wing thing I saw.
- markivraknatap 8y agoNo mention of blockchain or bitcoin or ethereum or cryptocurrencies. Really ?
- darzu 8y agoThere's a slide on coinbase membership
- groby_b 8y agoOh boy. That is one tortured slide. "We must have a hockey stick, find me one".
- markivraknatap 8y agoNot enough imo. The space is much more beyond coinbase membership
- throwaway6497 8y agoWill there be a presentation or commentary on these slides?
- jaydz 8y agohttps://www.youtube.com/watch?v=HdjcdZqODoE https://www.youtube.com/watch?v=HdjcdZqODoE
- modi15 8y agoThis was pretty good last year but this year isnt forward looking at all. 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.
- davidivadavid 8y agoThis report contains a lot of data. Is there a counterpart to it that, for each slide, attempts to answer the question "So what?"
- bahmboo 8y ago"0% new smartphone unit shipment growth in 2017"
- bufferoverflow 8y agoThat, combined with the mobile market growth. Means people are happy with their phones, find no reasons to upgrade.
- csomar 8y agoThere is no relation between growth and renewal. Say there is 3BN mobile users and 3BN shipment a year. That's each user renewing every year. But next year you only have 3BN shipment. -> 0% growth + people upgrading every year.
- aaavl2821 8y agoNo 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?
- thinkling 8y agoThere is definitely mention of health care, including speculation that tech may help bend the cost curve down.
- allenleein 8y agoLook 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?).
- olefoo 8y agoIf you count Apple Watch and various fitbit items a lot of people are.
- bufferoverflow 8y agoNo. iOS in general has low market penetration, let alone wearable.
- chrischen 8y agoiOS has low market penetration if you include the developing world. http://www.businessinsider.com/apple-ios-market-share-us-europe-japan-2018-1 http://www.businessinsider.com/apple-ios-market-share-us-eur... If you look at that iOS has nearly 50% penetration for a single manufacturer, making them the largest individual one.
- godzillabrennus 8y agoThey have 65% of all the profits: https://dazeinfo.com/2017/10/06/global-mobile-handset-profit-q2-apple-samsung/ https://dazeinfo.com/2017/10/06/global-mobile-handset-profit... Amazing for one company.
- testrun 8y agoProfits are not market penetration.
- fauigerzigerk 8y agoIt's only amazing because you're comparing profits in a way that favors Apple's business model compared to the only competing platform.
- cm2012 8y agoInsane growth of all the messenger apps surprised me.
- apapli 8y agoPretty 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.