This is an excellent “State of the Internet” type of overview by Mary Meeker from Kleiner Perkins Caufield & Byers.
Some highlights:
- iPad growth was 3x iPhone growth in the first 10 months after market introduction
- Android adoption is 6x iPhone adoption rate
- Only 20% of mobile phone users use Internet-enabled phones, still a lot of growth to go
- Mobile Internet traffic is now 13% of all traffic. In India, there’s more mobile than desktop traffic
- After 244, Encyclopedia Britannica went out of print in 2012
- From asset-heavy to asset-light: Hotels to Airbnb, CDs to Spotify, and FTEs to Freelance
- USA household debt about doubled in 10 years