Mary Meeker Internet Trends 2014 Presentation

Mary Meeker Internet Trends 2014 Presentation

Mary Meeker Internet Trends 2014 code conference

May 28, 2014

Mary Meeker Internet Trends 2014 Key Internet Trends: High-Level User / Usage Trends

  • Internet Users

<10% Y/Y growth & slowing fastest growth in more difficult to monetize developing markets like India / Indonesia / Nigeria

Ray Dalio At Robin Hood 2021: The Market Is Not In A Bubble

Fractional Shares Stock PickerAt this year's annual Robin Hood conference, which was held virtually, the founder of the world's largest hedge fund, Ray Dalio, talked about asset bubbles and how investors could detect as well as deal with bubbles in the marketplace. Q1 2021 hedge fund letters, conferences and more Dalio believes that by studying past market cycles Read More

  • Smartphone Subscribers

+20% strong growth though slowing fastest growth in underpenetrated markets like China / India / Brazil / Indonesia

  • Tablets

+52% early stage rapid unit growth

Internet Trends tablet shipments

  • Mobile Data Traffic

+81% accelerating growth…video = strong driver

Internet trends mobile traffic

Internet Trends: Cyber Threats Intensifying

1) # of Active Threat Groups Rising Rapidly = 300 (+4x since 2011) per Mandiant tracking

2) Increased Nation-State Activities*

3) Vulnerable Systems Placed on Internet Compromised in <15 Minutes**

4) +95% of Networks Compromised in Some Way

5) As Mobile Platforms Grow, Directed Attacks Will Rise

Mary Meeker Internet Trends 2014 – Education May Be at Inflection Point

Education is Important – Getting education right is crucial for future success

Education is Expensive

  • Secondary School Costs – USA ranks 4th globally in expenditure per student among 34 OECD countries*
  • Higher Education Costs – 71% of 4-year college grads = $30K average student loan debt. All in, this $1T+ exceeds credit card & auto loan debt

Education Results Often Subpar

  • Public Schools – Rank 27th globally in math / 20th in science / 17th in reading
  • College Job Prep – 1/3 of four-year college graduates feel their education did not prepare them well for employment

People Care About Education – 8 in 10 Americans say education issue is extremely / very important to them

Personalized Education Ramping – People learn in different ways and Internet offers many options – on own terms and at low cost – to many, with real-time feedback

Distribution Expanding & Education Start Up Costs Declining – Direct to consumer / teacher allows education products to receive rapid mass adoption productization / distribution costs falling

Graduation Rates Rising – 81% of high school freshman graduated in 2012, up from 74% five years ago

Language Learning Easier / Fun – 25MM+ people (+14x Y/Y) use Duolingo app to learn new language

Communication Easier – 12MM+ teachers / students / parents (+15x Y/Y) use Remind101 to send 500MM+ messages

Behavior Feedback Easier – 35MM+ teachers / students / parents using ClassDojo to help improve student behavior through real-time feedback

Mary Meeker Internet Trends 2014 full document

KPCB Internet trends 2014 from Kleiner Perkins Caufield & Byers

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