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internet trends - 2014

] Mary Meeker is an analyst at venture capital firm KPCB, she has been compiling and publishing a report of the annual 'trends' in the industry.
] We broke down ALL the trends into the following 8 categories of ... trends ....

] internet users - + < 10% YoY, growth is slowing
] smartphone subscribers - +20%, growth slowing
] tablets - + 52%, early stage rapid unit growth, growing faster then PC/laptops ever did
] mobile data - + 81%, accelerating growth, video is the driver
] mobile usage growth - very strong,
] smartphones - only 30% total mobile phones shipped, lots of upside yet, 1.1B smartphones shipped in 2013
] users by device - global = TV - 5.5 B, mobile phone - 5.2 B, smartphone - 1.6 B, laptop - .79 B, pc - .74 B, tablet - .44 B
] usage - mobile usage now 25% of total web usage globally, up from 14% last, slide 9 shows regional breakdown with Africa/Asia leading
] smartphone os - market share - ios + android + windows = 97%, up from 5% in 2005
] ads - internet - global = + 16%, mobile +47%, mobile as % of total advertising = 11 %
] ads - revenue - by company, per quarter - google 45 B, facebook 7.25, twitter 3.5
] ads - time spent on media VS ad $(B) spent (US) = print(5/19) , radio(12/10) , tv(38/45), internet(25/22), mobile(20/4), lots of upside in mobile ads
] mobile - app revenue > ad revenue, 68% apps monetized by purchase
] mobile - secuity - threats increasing - threat groups up 4x since 2011, increased nation state activities, 95% networks compramised in some ways, as mobile grows directed attacks will rise

] tech stock valuation excess - yes, but lets look at the trends
] companies - global - # ipo's - 87% from 1999 peak, $ value - 73% from 1999 peak
] companies - us # recieveing venture financing - 50% from 2000 peak, financing amount -77% from 2000 peak
]
#24] education = may be @ inflection point - education is important, expensive, value ? 4th in expenditures, 27th in ranking, quality - 1/3 didnt feel prepped, 80% say 'very important', internet offers different learning methods, low cost, real time feedback, distribution expanding - costs declining
#30] healthcare = may be @ inflection point - costs up to 17% of gdp(us), waste = 27% spend, employers burden, individuals cost rising( >25% income), chronic conditions = 75% spend, behaviour = root cause, digital tech enables change, gov change pushes tech, consumerization of healthcare, digitization of healthcare, quality over quantity, patient engagement rising

] messaging - both whatsApp, secret represent the phone book over the friend graph, back to the future
] messaging services - > 1 B users in < 5 years, whatsApp 400m, weChat 355m, line 280m, kakao ?, snapchat, viber 100m
] messaging evolution - fb/others - less messages to more users, msg svc like whatsapp - more messages to fewer people
] apps evolution - unbundling of multi-purpose apps, many apps are now single purpose VS one app multi purpose
] apps as service - only open when they have something to say, purpose built and informed by contextual signals, hw sensors, location, history of use, predictive computation
] distribution channels & content - referral leaders = fb, pinterest, twitter, social distribution happens quickly - article reaches 1/2 audience in 6 hours via twitter, 9 hours via fb ,
] content delivery - ex buzzfeed - lists, quizzes, explainers, breaking, (delivery = video, mobile )
] day to day - matchmaking (tinder),
] airBnB, alibaba, grubhub, amazon fresh, instacart, // same day local delivery - next big thing,
] music - streaming + 32%, downloads -6%
] money - bitcoin, coinbase,
] trifecta - content + community + commerce - ex houze - ecosystem for home renovation + design -
] mobile enabled - sensors + devices, uploading findable and shareble data
] transparency -
] patterns -
] uploadable / shareable / findable / realtime data rising rapidly

] inflection point - (business) a time of significant change in a situation; a turning point.
] canadian healthcare spend @ 11.6% GDP in 2012, decline

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