In what might be the most anticipated slideshow of the year, Kleiner Perkins Caulfield & Byers partner Mary Meeker has just published her latest report on the state of the Internet.
In the report, Meeker includes key web trends surrounding world growth patterns, mobile momentum, what is happening in China, the new state of entrepreneurship, and perspective on high-skilled immigration. Meeker says there are now 2.4 billion web users around the world and that total is growing rapidly. Mobile usage continues to explode, but mobile advertising is still sluggish.
A few key moments from Meeker’s presentation today at D11:
On the rivalry between iOS and Android: “We had Lakers vs. the Celtics back in the day. Now we have Apple vs. Google.”
Fitness data: ”If you think there’s a big market that needs to be changed … behavior is the biggest driver of premature death. There’s a reason why people want to use this data to improve their health.”
On sharing: “Americans are huge underachievers.” While 24 percent of the world shares “most or everything” they do online, only 14 percent of Americans do.
On terrorism: “I’m on the cusp of believing the world will be safer than ever, but it will not be a straight path.”
Mobile web access: It is surpassing PC access around the world, including in China and South Korea.
On Facebook: Facebook revenue and mobile users continue to grow. The average revenue per user (ARPU) has been declining for desktop users on Facebook, but rising mobile ARPU has offset that decline.
Smartphone market penetration: It’s high. But: “Still a lot of upside for smartphone growth.”
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