Everything You Wanted to Know About the Internet But Were Afraid to Ask

Everything You Wanted to Know About the Internet But Were Afraid to Ask
by Paul McLellan on 06-01-2014 at 5:28 pm

Every year, Mary Meeker produces a huge presentation (140 slides) on important trends in the internet. This year’s came out at the end of last week. It is well worth the time it takes to go through it. Here is the first slide, effectively the table of contents:

[LIST=1]

  • Key Internet Trends
  • Status Update: Tech Stocks / Education
  • Read More

    Mary Meeker’s Annual Internet Trends is Out

    Mary Meeker’s Annual Internet Trends is Out
    by Paul McLellan on 04-23-2013 at 8:05 pm

    Every year, analyst Mary Meeker produces a large presentation (88 slides this year) about internet trends. This year’s oneis just out. So much of the semiconductor industry is driven by trends in mobile and PCs. Increasingly, just by mobile since it has already overtaken PCs in terms of units and will soon overtake in terms… Read More


    Minitel Shuts Down

    Minitel Shuts Down
    by Paul McLellan on 07-05-2012 at 5:02 pm

    When I first came to the US, one project that we had going on at VLSI Technology was an ASIC design being done by a French company called Telic. The chip would go into something called “Minitel” which the France Telecom (actually still the PTT since post and telecomunications had not yet been separated) planned to supply… Read More


    Mary Meeker’s Internet Trends

    Mary Meeker’s Internet Trends
    by Paul McLellan on 05-30-2012 at 7:11 pm

    Every year or so Mary Meeker (at Kleiner-Perkins) does a big presentation on internet trends. Since the internet in general and mobile in particular is a big driver for the semiconductor industry, this report is a treasure trove of useful data and interesting facts.

    For example, this graph shows the adoption rate of iPods, iPhones… Read More