INSUBCONTINENT EXCLUSIVE:
of her famous Internet Trends report
It covers everything from mobile to commerce to the competition between tech giants
Then come back for our slide-by-slide analysis of the most important parts of the 294 page report.Internet adoption: As of 2018, half the
world population, or about 3.6 billion people, will be on the internet
adding new users as the web hits saturation.Mobile usage: While smartphone shipments are flat and internet user growth is slowing, United
States adults are spending more time online thanks to mobile, clocking 5.9 hours per day in 2017 versus 5.6 hours in 2016.Mobile ads:
People are shifting their time to mobile faster than ad dollars are following, creating a $7 billion mobile ad opportunity, though platforms
count has nearly quadrupled since January 2017Voice: Voice technology is at an inflection point due to speech recognition hitting 95%
accuracy and the sales explosion for Amazon Echo which went from over 10 million to over 30 million sold in total by the end of 2017.Daily
capex spenders are all technology companies.Mary Meeker, analyst with Morgan Stanley, speaks during the Web 2.0 Summit in San Francisco,
California, United States , on Tuesday, Nov
Brick Mortar: Ecommerce growth quickens as now 13% of all retail purchases happen online and parcel shipments are rising swiftly, signaling
big opportunities for new shopping apps.Amazon: More people start product searches on Amazon than search engines now, but Jeff Bezos still
with Netflix up 25%, The New York Times up 43%, and Spotify up 48% year-over-year in 2017
A free tier accelerates conversion rates.Education: Employees seek retraining and education from YouTube and online courses to keep up with
new job requirements and pay off skyrocketing student loan debt.Freelancing: Employees crave scheduling and work-from-home flexibility, and
internet discovery of freelance work led it to grow 3X faster than total workforce growth
The on-demand workforce grew 23% in 2017 driven by Uber, Airbnb, Etsy, Upwork, and Doordash.Transportation: People are buying fewer cars,
keeping them longer, and shifting transportation spend to rideshare, which saw rides double in 2017.Enterprise: Consumerization of the
enterprise through better interfaces is spurring growth for companies like Dropbox and Slack.China: Alibaba is expanding beyond China with
strong gross merchandise volume, though Amazon still rules in revenue.Privacy: China has a big opportunity as users there are much more
willing to trade their personal data for product benefits than United States users, and China is claiming more spots on the top 20 internet
company list while making big investments in AI.Immigration: It is critical to a strong economy, as 56% of top United States companies were
founded by a first- or second-generation immigrant.
