Mary Meeker's 2013 Internet Trends | Hacker News Reader

Mary Meeker's 2013 Internet Trends

kpcb.com

177 pointskylelibra33 comments

I maintain the kpcb.com website and I'm watching the server logs at the moment for this page - it is quite amazing how much traffic nginx can serve up without missing a beat on a single small server!

How small is small?

How much traffic are we talking about?

... on the other hand, the css on her bio page is 404'ing, and completely breaking the layout: http://www.kpcb.com/partner/mary-meeker

(here's a screenshot, in the case it gets back automatically, and you want to investigate: https://www.dropbox.com/s/v4bdllfs5zvlajj/kpcb.com.png)

Thanks for your work! Unfortunately Slideshare seems to be having problems handling the traffic. It would be great have the images of the slides as a backup. I'm looking forward to checking out the deck.

If you want to understand how VCs and other institutional-type investors are thinking about the Web today, you MUST read Meeker's annual "Internet Trends" presentations. There's really nothing else like them. Always chock-full of useful data and insights.

> Always chock-full of useful data and insights.

Judge for yourself and look at the past presentations:

2012: http://www.slideshare.net/kleinerperkins/kpcb-internet-trend...

2011: http://www.slideshare.net/kleinerperkins/kpcb-internet-trend...

Kinda low S/N if you ask me, but perhaps helpful to those who consider it helpful.

I struggle with this comment - what do you consider a high signal to noise with trend analysis for the next 12 months? Anything other than the Jan 2014 Time Magazine review of the year edition seems equally low.

Helpful for you to know what the investment hive-mind is being told.

This deck isn't what you need to know to build your business. This deck is vital for knowing what potential investors are being told. You need to know what they think the trends are, so you can tailor your pitch to their preconceived notions. Even if their notions are wrong. Especially if they are wrong.

Is there any way to subscribe to them? I usually end up seeing them each year, but I'd rather prefer not to rely on serendipity to catch something as interesting as this.

Assuming they'll continue to use slideshare, you can subscribe to their uploads by rss (and possibly convert the rss stream to mail notifications)

I'm all for increased immigration for skilled professionals, but slide 87 is mendacious at best. For example, Woz co-founded Apple; why isn't he listed along with Jobs? Same with Larry Page. Worst of all, Intel was founded by Noyce, Moore and Arthur Rock; Andy Grove was an early employee, yet he's listed as the sole founder.

The headline for that row implies that they're talking about one selected founder of the company.

The title is "60% of Top 25 Tech Companies Founded By 1st & 2nd Generation Americans = 1.3MM Employees, 2012". It was created to support a thesis (immigrants found highly successful companies at a higher rate than their share of the population suggests), but it presents an incomplete data set. Either the authors are naive and didn't understand how misleading the chart was, or they chose to structure it that way to support their agenda. It's so wildly misleading that it makes the rest of their "data" suspect.

It's also curious that Jobs is listed as a second-generation American. While his birth father was Syrian, Jobs certainly didn't identify as Syrian-American.

Photos on Snapchat vs. Photos on Facebook/instagram is an apples to oranges comparison.

Snapchat is a messaging platform, so it would make more sense to put in context with other messaging platforms, like Whatsapp, iMessage, etc.

I think the point was to put into perspective the marketshare/growth of whatever platform snapchat is by putting facebook's bar on the same graph using the same scale.

It's like if you showed a photo of several species of elephants to a person who's never seen an elephant, they'd only know that woolly mammoths are larger than African elephants, which are larger than Asian elephants, but for all they know a mammoth could be the size of a large dog. Unless you put something else they already know in there, like a person, they won't know how huge they are.

For those wondering, Bitcoin makes an tiny appearance on slide #97:

    Gross Volume: 18MM+ Cumulative Transactions
    Y/Y Growth: ~5x Y/Y Growth
    # Users: 11MM+ Bitcoins in Circulation (???)

Yeah that confused me since with the others, it's users... with Bitcoin, it seems like an inflated stat and not particularly relavant in the table.

Who knew that Yahoo has more U.S. visitors than FB and as many as Google?

Slide #63 is funny. Even TechCrunch noticed: http://techcrunch.com/2013/05/29/people-actually-use-qr-code...

I wonder how many people use the embassy QR code. I'd be pretty reluctant to start waving my cameraphone outside the guarded entrance to an embassy even in a country with more liberal attitudes towards security than China...

That Mary seems to be bullish on QR codes was actually one of the more interesting elements of the prezo for me. It seems like the conventional wisdom in the US is that QR codes are dead.

So wearable computing has gone mainstream now. Looks like lot of institutional investor money is going to flow (in startups in that area) during next couple of years.

Agreed, along with stacks of uninformed nouveau speculators that are simply chasing trends. Cheeks have untightened as of late and so much money is just begging to be put to work on good ideas, and bad ones.

My thought is to avoid investing engineering time in this particular trend unless you have a particularly solid inside track with someone already on the move in this space.

On slide 97: the number of bitcoins is not equal to the number of bitcoin _users_.

Correctly measuring the number of bitcoin users is non-trivial, or maybe even impossible.

(Of course brownie points do go to Mary & Liang for including Bitcoin in the report at all.)

Apparently print publications are doomed (way overweight current ad budget vs. viewership). Who would have thought?

this "mobile" thing seems like it might have legs...

Why is Liang Wu's name on there?

what is that a surprise? He has been working with Mary Meeker on the trend reports for quite a while, since Morgan Stanley days.

http://www.kpcb.com/partner/liang-wu

Probably because he wrote 98% of it.

Subjectively, I thought this was well worth reading. Better than previous years' IMHO.

Short story for anyone involved in advertising:

Spend more/get better on mobile.

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