Mary Meeker May 31, 2017
kpcb.com/InternetTrends
INTERNET TRENDS 2017 –CODE CONFERENCE
KP INTERNET TRENDS 2017 | PAGE 2
KP INTERNET TRENDS 2017 | PAGE 2
Internet Trends 2017
1)Global Internet Trends
=
Solid…Slowing Smartphone Growth
4-9
2)Online Advertising (+ Commerce)
= Increasingly Measurable + Actionable
10-79
3)Interactive Games
= Motherlode of Tech Product Innovation + Modern Learning
80-150
4)Media
= Distribution Disruption @ Torrid Pace
151-177
5)The Cloud
= Accelerating Change Across Enterprises
178-192
6)China Internet
= Golden Age of Entertainment + Transportation
193-231
(Provided by HillhouseCapital)
7)India Internet
= Competition Continues to Intensify…Consumers Winning
232-287
8)Healthcare
@ Digital Inflection Point
288-319
9)Global Public / Private Internet Companies
…
320-333
10)Some Macro Thoughts
…
334-351
11)Closing Thoughts…
352-353
KP INTERNET TRENDS 2017 | PAGE 3
Thanks...
KleinerPerkins Partners
Alexander Krey & Ansel Parikh -who were fearless and sometimes sleepless -helped steer the ideas / presentation we hope you find useful / learn from / improve on. Key contributors to specific content include: Noah Knauf & Nina Lu (Healthcare), Bing Gordon (Interactive Games), Alex Tran & Anjney Midha (India), Daegwon Chae (Ads + Commerce) and Alex Kurland & Lucas Swisher (Enterprise). In addition, Eric Feng, Daniel Axelsen, Dino Becirovic and Shabih Rizvi were more than on call with help.
HillhouseCapital
Especially Liang Wu…his / their contribution of the China sector of Internet Trends provides an especially thoughtful overview of the largest market of Internet users in the world…
Participants in Evolution of Internet Connectivity
From creators to consumers who keep us on our toes 24x7...and the people who directly help us prepare this presentation...
Kara & Walt
For continuing to do what you do so well...