Mary Meeker’s 2018 Massive Internet Trends Presentation

“Blue Marble – 2002”, Image by NASA Goddard Space Flight Center

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.

TechDay New York 2018: 500 Local Startups’ Displays, Demos and Delights for the Crowd

All photos on this page by Alan Rothman.

Sometimes in traditional advertising for creative works like movies, TV shows, books and plays, the quoted reviews and taglines include the exclamation “This one’s got it all!” Yet this is only rarely, if ever, true.

Well, wait a minute. Let’s check that.

Last Thursday, May 10th, I had the great pleasure of attending TechDay New York 2018, held at Pier 94, on the West Side of midtown Manhattan. This is a monumental annual exhibition of 500 startups located throughout NYC almost did have it all. In addition to all of these new companies, there were separate areas set up for brief products and services demos and talks by industry experts. Even the TV show Shark Tank was on site there.

First and foremost, massive amounts of thanks to everyone at Techday for putting on such a terrifically enjoyable, informative and memorable event. Their efforts clearly showed that they worked long and hard to get everything about it right.

On to the show …

One of New York City’s greatest economic and cultural strengths has always been its incredible global diversity of it population. So, too, is that dynamic comparably evident in the breadth of it startup ecosystem. From one end of Pier 94 to the other, there was artificial intelligence this, blockchain that, and data analytics everything infused everywhere.

Just a sampling of who and what were on display, among many others, were startups in legal services, architecture, editorial software, video search, incubators and accelerators, social media support services, event planning platforms, programmer aptitude testing, intellectual property protection, pharmacy order and delivery services, office design consultants, branding and digital experience designers, augmented and virtual reality hardware and software, venture capitalist, crowdfunding services, multi-platform public relations strategists, fashion designers, food services (some displaying much chocolate!), consumer data tracking analyst, competitive intelligence trackers and analysts, restaurant reservations, media consultants, phone apps, online security planning and systems, fully integrated electronic health records and billing systems, and dedicated tech recruiters as well as exhibitors themselves looking for new talent. Whew!

Notwithstanding the vastness of the exhibition space, hundreds of startups and thousands of attendees, the organization and presentations of the startups’ display areas was well planned and easy to navigate. The startups were grouped in helpful sectors for social media, e-commerce, fintech and others into more general categories.

The three among the twelve TechDay Talks I attended were quite compelling and evinced great enthusiasm by both the speakers and their audiences. These included:

Above all other considerations, I found every entrepreneur I stopped and spoke with, asking them to tell me about their company, to be highly enthusiastic, engaging and sincere. They were knowledgeable about their markets and competitors, sounded willing to adapt to changing market conditions and, most importantly, convinced that they would become successful. At no point did any of them move on to their next visitors until they sensed that I understood what they were saying and encouraging me to follow their progress online. They were not so much giving visitors hard sales pitches, but rather, much more of the who, what, where, how and when of their businesses. My gratitude to all of them for their patience with me and many of the other attendees I saw them talking to with the same level of professionalism.

Below are some of the photos I took while I was there. I was trying to capture some sense of infectious energy and engagement being generated across entire day’s events.

My very best wishes to all 500 startups to succeed and prosper.

 


 *   For some very worthwhile deep and wide analysis of the effects of AI upon current and future employment, I highly recommend the recently published book entitled Human + Machine: Reimagining Work in the Age of AI, by Paul Daugherty (Harvard Business Review Press, 2018).


 

 

 

 

 

New Data Analytics and Video Tools Affecting Defensive Strategies in the NFL and NBA

The on-field play and business dealings in Major League Baseball in the US have for many years now been very data driven. The application of such analytics to the sport is called Sabermetrics. This revolutionary numerical approach was originally developed by Bill James. (Here is a segment of an interview with him on the October 23, 2008 broadcast of 60 Minutes on CBS about his methodology and later work with it for the Boston Red Sox.) This was further popularized by the highly regarded and very compelling 2004 book and 2011 movie Moneyball, written by Michael Lewis, about how the Oakland Athletics used this methodology to improve their team.

In fact, so popular has this approach been in other sports and even other non-sports fields, that term “Moneyball” has been transposed into a verb. That is, X has recently “moneyballed” their salaries, recruiting, marketing, strategy and so on.

Other professional sports in the US are also developing and refining their own forms of data analytics and they are starting to produce demonstrable and dramatic results. Two new articles this week appeared this week on how such tech is affecting professional football and professional basketball. Moreover, both features were focused on the changes this has brought to the examination and fine-tuning of defensive play in the National Football League and the National Basketball Association.

First, on October 28, 2014, The Wall Street Journal carried a piece entitled How Technology Is Killing NFL Defenses, by Kevin Clark. To briefly recap, during the past four seasons, players have had tablets to review game video and the results of this are now becoming manifest. In effect, everything about every play is known and, in turn, the traditional element of surprise is being neutralized to a certain extent. Offenses can now adjust quickly when they recognize patterns and movements by the opposing defensive formations and adjustments. Even the most subtle changes on the line are now being detected that were had previously been unseen in time. As a result, defenses must constantly remain more flexible. Consequently, the percentages of blitzes are up while sacks are down across the NFL. Please check out the full text of this to get a genuine sense of how this is affecting the players and the sport.

Second, the November 2014 issue of WIRED carries and except from a a book published yesterday (October 30, 2014) entitled Faster, Higher, Stronger: How Sports Science Is Creating a New Generation of Superathletes –and What We Can Learn from Them by Mark McClusky (Hudson street Press). The WIRED piece is entitled This Guy’s Quest to Track Every Shot in the NBA Changed Basketball Forever. To sum up, this focuses on the author’s development of sophisticated metrics of the player’s offensive and defensive plays mapped against their points of occurrence on the court. For example, from what points around the key are shots most effective for particular player? Are baskets sinking from certain concentrated points or are they more evenly distributed? As well, in match-ups of offenses and defenses, particularly within 5 feet of the basket, how well, in terms of shots made and sunk, are defenders preventing any scoring? I highly recommend a click through to read all of the details in this highly engaging story and to three of these extraordinarily enlightening graphics. They effectively marge data analysis, visualization and mapping.

My questions in reactions to these two articles are as follows:

  • Are there any current or yet to be devised defensive strategies, formations and split second adjustments that, notwithstanding these new defensive-centric tools and analyses, are more resistant to this more transparent game environment?
  • Will teams with historically better records get even better while worse teams grow even weaker, or will new forms of dynamics emerge?
  • Will these analytics filter down to semi-pro and school athletic leagues and, if so, how will they alter the training and levels of play there? Further, what new skills will coaches need to cultivate?
  • Does this present new opportunities for entrepreneurs in sports informatics?
  • Will the New York Jets ever win another game this year?