From Mary Meeker of KCPB
Internet usage growth is slowing
The growth is slowing with about 40% of the world with full internet access at home. Nearly 3/4 of us have access from mobile phones, but only about 3 billion of that 5.2 billion number have smartphones. That's just a bit more than the 2.8 billion users who have full internet access.
and the US Dollar leads the web
11 of the 15 biggest internet companies are American. The other 4 are from China.
but Asia is growing the fastest
Internet Growth
China Users = +7%, USA = +2%, India = +33%, Japan = Flat, Brazil = +4%
Smartphones
China Subs = +21%, USA = +9%, India = +55%, Japan = +5%, Brazil = +28
China is close to surpassing the US in percentage of the global GDP.
and Messaging Platforms are the Killer App.
Government, Healthcare, And Education Are Huge Opportunities
"The Internet has already transformed the consumer and business space, where entrepreneurs can build products that meet their needs or solve pain points. Larger, more regulated spaces that are less accessible or comprehensible to the average entrepreneur have seen less Internet-driven innovation, and are essentially sitting ducks for startups." - Tech Crunch Summary
for Enterprise Entrepreneurs
"‘Enterprise’ Internet Entrepreneurs Often Pursue Prior Company Pain Points" - Slide 30
The most successful businesses have already moved to the cloud
stripe.com Online Paymentsdomo.com Business Intelligence
docusign.com Digital Signatures
intercom.com Customer Service
gainsight.com Sales Management
directly.com Support Center
zenefits.com Human Resources
anaplan.com Enterprise Planning
greenhouse.com Recruiting
checkr.com Background Checks
guidespark.com Employee Training
envoy.com Enterprise Check-in
apptrain.com Me. That's my company. You get me working for you :)
and of course have significant financial resources
"KPCB is a venture capital firm that owns significant equity positions in certain of the companies referenced in this presentation, including those at www.kpcb.com/companies - Slide 180"
Meanwhile, users are creating and curating content
Web users are becoming the trusted news reporters and product reviewers. Young people today are creating their internet. People debate and work through serious issues, for example:
Just outside the internet, we're learning that drones are useful for better things than killing people
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Agriculture |
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This quarry hole is mine! |
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Inspections |
Disaster Relief |
A word of caution, you are responsible for securing your data
Still the workplace moves forward online, and becomes global
Service jobs are replacing goods producing jobs, with cognitive jobs growing the fastest. More people than ever work remotely with flexible hours. Consumers expect instant response, so businesses are open 24 hours. Which reminds me, I've got work to do. It's 9 AM somewhere!