The Mary Meeker Internet Trends Report 2017

[Daniel Nenni]

This is a 350+ page annual report that is worth reading. Mary is now a VC but was a long time Wall Street Securities analyst famous for her internet and new technology coverage. Now she is a partner at Kleiner Perkins Caulfield & Byers.

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http://dq756f9pzlyr3.cloudfront.net/file/Internet+Trends+2017+Report.pdf

Outline:

1) Global Internet Trends = Solid…Slowing Smartphone Growth 4-9

2) Online Advertising (+ Commerce) = Increasingly Measurable + Actionable 10-79

3) Interactive Games = Motherlode of Tech Product Innovation + Modern Learning 80-150

4) Media = Distribution Disruption @ Torrid Pace 151-177

5) The Cloud = Accelerating Change Across Enterprises 178-192

6) China Internet = Golden Age of Entertainment + Transportation 193-231(Provided by Hillhouse Capital)

7) India Internet = Competition Continues to Intensify…Consumers Winning 232-287

8) Healthcare @ Digital Inflection Point 288-319

9) Global Public / Private Internet Companies… 320-333

10) Some Macro Thoughts… 334-351

and some closing thoughts…

 

[Portland]

Thanks. I haven't read the whole thing but parts of it.

At the least corporations like Google and Amazon set benchmarks. At the most they're not just corporations but mega-corporations that act like governments and as a side effect homogenize the world.