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