Mary Meeker is the goddess of Internet trends and has been since the days before Netscape became a household word. At the Recode conference taking place this week in Rancho Palos Verdes, CA, Meeker, now a partner with venture kings, Kleiner Perkins Caufield & Byers, offered a 164-slide presentation on where the digital world is heading. You can see all the details here.
And here are a couple of headlines:
Internet growth is slowing, kinda. Growth of Internet users is slowing to less than 10% year to year. The fastest growth is in countries that Meeker describes as “more difficult to monetize,” namely India, Indonesia and Nigeria.
Smart phones are still hot. Smart phones are growing at twice that: 20% and once again fastest outside the US: China, India, Brazil and Indonesia.
Data on the go: Mobile data traffic, meanwhile, continues to grow at a torrent pace (81%), driven by (you guessed it!) video.
Is there a tablet for that? Quarterly shipments of tablets have out paced both desktop and even notebook PC growth even though the total volume of tablets is still a bit more than half those (read: more growth ahead).
Cyber hacking is still shadowy—and growing. Meeker estimates that more than 95% of networks have been “compromised in some way.”
Meeker has a, well, equivocal stand on education and healthcare. Both, she writes “May Be @ Inflection Point.”