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SUBJECT:
KPCB report on Internet Trends
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FROM:
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smomtazi@rosemontseneca.com
DATE:
2014-05-28 19:51:02
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Devon Archer
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Hunter Biden
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Neil Callahan
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William Lee
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Interesting read. Buckets of data. Techcrunh's points: – Internet adoption is slowing down. We knew this already but what’s interesting is the creeping pace: it is now growing at a rate of less than 10%. – Smartphone growth is at 20% and is also slowing down, with developing markets now the engine driving expansion. *– *If we’re in a bubble, it’s not nearly as bad as it was in 2000 – Internet advertising is still growing, but the big opportunity is in mobile ads – People spend little time on print media but it sucks up a ton of the ad spend, while mobile has become a huge part of lives yet not enough is spent on mobile ads – Social networking is shifting from a predominantly broadcast-based medium to include much more private sharing thanks to the rise of international SMS-replacement messaging apps – Tinder, Airbnb, Alibaba, and GrubHub are all deeply disrupting institutionalized businesses like hotels, and meatspace beahvior patterns like walking to a local bar or restaurant. – BuzzFeed is enjoying a meteoric rise with unique visitors up 3X this year – Crytocurrencies are exploding with Bitcoin wallet usage up 8X this yea
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