Internet Trends 2018
Mary Meeker,
Kleiner Perkins Partners,
May 31, 2018
Mary Meeker's annual oracular tome has come out and this year it's a heavy 294 page PDF. What I'm seeing here is a mixed bag - some areas of growth are slowing and even stopping as the market approaches essential saturation. The number of internet users and mobile phones couldn't continue to increase indefinitely. On the other hand, certain technologies - especially commercial and data-driven technologies - are rapidly becoming mainstream. But the 'AWS Data Flywheel' (slide 197) is driving growth among the top companies, and nowhere is this more clear than in China (slides 217-218). The growth of lifelong learning is also significant (slides 232ff). More from Donald Clark. View my previous Mary Meeker coverage.
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