Meeker - future of internet

I think this has been mentioned buried in some other threads…thought I would give it a separate thread. Interesting stuff. The net for me was validation of trends I see and try to invest in, such as digital/programmatic advertising (she actually mentions TTD competitor Criteo on a slide), ecommerce explosion continues and need for building online stores (she mentions Shopify on slide), the China+mobile explosion, and more trends we seem to follow on NPI and Saul’s.

ECD alert…ECD alert! ECD = echo chamber danger, a very real risk to your worldview!

Apparently Mary Meeker is a person of note:
https://www.cnbc.com/2018/05/30/mary-meekers-internet-trends…
Meeker, a partner at Kleiner Perkins Caufield & Byers and technology investing luminary, presented her annual report on internet trends Wednesday at Recode’s Code Conference.

Her manifesto on the tech industry has become an annual event. Previous reports have called out burgeoning geographic regions, the rise of voice assistance and the increasingly consolidated advertising space.

This year’s report highlighted, among others trends:

The influx of Coinbase users buying into the cryptocurrency craze
The rise of digital payments and friction-less mobile wallets
The growth of subscription services like Netflix, Stitch Fix and Spotify in both access and selection


Here is an easier link to her hundreds of slides:
https://www.scribd.com/document/380581300/Mary-Meeker-s-Inte…

another summary…and I cherry-picked some of the highlights below
https://techcrunch.com/2018/05/30/internet-trends-2018/
China: Alibaba is expanding beyond China with strong gross merchandise volume, though Amazon still rules in revenue.
Privacy: China has a big opportunity as users there are much more willing to trade their personal data for product benefits than U.S. users, and China is claiming more spots on the top 20 internet company list while making big investments in AI.
Subscription services: They’re seeing massive adoption, with Netflix up 25%, The New York Times up 43%, and Spotify up 48% year-over-year in 2017. A free tier accelerates conversion rates.
Mobile usage: While smartphone shipments are flat and internet user growth is slowing, U.S. adults are spending more time online thanks to mobile, clocking 5.9 hours per day in 2017 versus 5.6 hours in 2016.
Mobile ads: People are shifting their time to mobile faster than ad dollars are following, creating a $7 billion mobile ad opportunity, though platforms are increasingly responsible for providing safe content to host those ads.

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found video of her at Recode going thru the slides, for those so inclined:
https://www.youtube.com/watch?v=HdjcdZqODoE

Dreamer

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Lots of good stuff. For those interested in…

Mobile messaging - slide 21

Voice tech - slide 25-26

Tech R&D - slides 40-43

Amazon e-commerce - slide 47

Square- slide 51

Shopify - slides 52, 59

Product finding searches AMZN vs GOOGL vs FB - slides 62-69

FB ads - slides 72-79

Alibaba - slides 90 - 94

Airbnb - slides 123-124

Just some of the interesting slides that might be of interest.

Matt
Long AMZN, FB, GOOGL, SQ
MasterCard (MA), PayPal (PYPL), Skechers (SKX) and Square (SQ) Ticker Guide
See all my holdings at http://my.fool.com/profile/TMFCochrane/info.aspx

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I, too, find Mary’s annual Internet Trends document to be very useful for a variety of purposes, including investing.

To enable searching, I much prefer using the PDF version. Which you can find at…

http://kpcbweb2.s3.amazonaws.com/files/121/INTERNET_TRENDS_R…

Great reference material!! This PDF makes it much more useful in my opinion.

…Marc

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Incredible trend data and very actionable!

3 words leap out from this:

  1. eCommere
  2. Data
  3. China

A

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