Yesterday, on May 30, 2018, at the 2018 Code Conference being held this week in Rancho Palos Verdes, California, Mary Meeker, a world-renowned Internet expert and partner in the venture capital firm Kleiner Perkins, presented her seventeenth annual in-depth and highly analytical presentation on current Internet trends. It is an absolutely remarkable accomplishment that is highly respected throughout the global technology industry and economy. The video of her speech is available here on Recode.com.
Her 2018 Internet Trends presentation file is divided into a series of twelve main sections covering, among many other things: Internet user, usage and devices growth rates; online payment systems; content creation; voice interfaces’ significant potential; user experiences; Amazon’s and Alibaba’s far-reaching effects; data collection, regulation and privacy concerns; tech company trends and investment analyses; e-commerce sectors, consumers experiences and emerging trends; social media’s breadth, revenue streams and influences; the grown and returns of online advertising; changes in consumer spending patterns and online pricing; key transportation, healthcare and demographic patterns; disruptions in how, where and whether we work; increasingly sophisticated data gathering, analytics and optimization; AI trends, capabilities and market drivers; lifelong learning for the workforce; many robust online markets in China for, among many, online retail, mobile media and entertainment services; and a macro analysis of the US economy and online marketplaces.
That is just the tip of the tip of the iceberg in this 294-slide deck.
Ms. Meeker’s assessments and predictions here form an extraordinarily comprehensive and insightful piece of work. There is much here for anyone and everyone to learn and consider in the current and trending states nearly anything and everything online. Moreover, there are likely many potential opportunities for new and established businesses, as well as other institutions, within this file.
I very highly recommend that you set aside some time to thoroughly read through and fully immerse your thoughts in Ms. Meeker’s entire presentation. You will be richly rewarded with knowledge and insight that can potentially yield a world of informative, strategic and practical dividends.
September 15, 2018 Update: Mary Meeker has left Kleiner Perkins to start her own investment firm. The details of this are reported in an article in the New York Times entitled Mary Meeker, ‘Queen of the Internet,’ Is Leaving Kleiner Perkins to Start a New Fund, by Erin Griffith, posted on September 14, 2018. I wish her the great success for her new venture. I also hope that she will still have enough time that she can continue to publish her brilliant annual reports on Internet trends.