Mary Meeker's Internet Trends Report

| June 07, 2018
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Her much anticipated annual report was released last week.

In came in at 294 slides and is chock full of data.

If you are so inclined here is the video of her presentation.

Don’t fret I parsed some highlights and insights for your:

  • China has more people using mobile payments than the US has people.
  • More consumers begin their product searches on Amazon than on all search engines combined.
  • The freelance workforce is growing more than 3 times faster than the rest of the workforce.
  • More than half of America’s top 25 public tech companies were founded by first- or second-generation immigrants.
  • Global smartphone shipment growth has fallen to effectively nil.
  • Growth in the world’s number of internet users has also slowed to about 7% in 2016, down from 12% in 2016.
  • Roughly 50% of the world, about 3.6 billion people, now have some access to the internet.
  • The average adult spends about 6 hours per day with a digital device.
  • Wifi is everywhere: There are around 450 million wifi networks in the world, up from about 100 million five years ago.
  • There are three messaging apps—WhatsApp, Facebook Messenger, and WeChat—that each have more than 1 billion monthly active users.
  • Around 60% of all payment transactions are now done digitally, with over 500 million mobile payment users in China alone.
  • We’re spending around 30 minutes each day watching videos on mobile devices.
  • It’s estimated that there are more than 30 million Amazon Echo devices in users’ homes, up from about 10 million at the end of 2016.
  • Roughly 13% of all retail sales come from e-commerce, up from about 5% a decade ago.

Just think – the following snippet was from Newsweek in 1995 from Clifford Stoll:

Whoops!

 

Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O

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