One of the very few times where I look forward to the 100+ slide decks.. :)
The Annual Internet Trend Report from Mary Meeker (This is her 20th Annual report) @ Kleiner, Perkins, Caufield and Byers - published yesterday.
Here are my Top 12 favorite slides from this year's.. (The complete deck has 197 slides - http://www.kpcb.com/internet-trends )
1) Slide 8 - Impact of internet yet to hit these sectors - Education, Healthcare and Government/Regulation Policy;
2) Slide 10 – Smartphone subscription “growth rate” is slowing in most mature markets (US, Japan etc)
3) Slide 16 – We haven’t seen enough ads yet on Mobile
4) Slide 47 – Messaging still the Killer App Globally
5) Slide 85 – 400+ companies approved to operate drones in US - mostly "old economy" sectors
6) Slide 95 – Three regions with almost equal share of Global GDP - US, Europe, and China. This is adjusted for purchasing power parity.
7) Slide 97 – Gap between Goods-producing Jobs and Services jobs - continues to widen. Reminds me of the Alan Greenspan quote years ago on the "physical weight of US economy" getting lighter.
8) Slide 109 – More Millennials than Boomers and Gen X in the workforce
9) Slide 120 – E-commerce barely at 10% of total retail sales in US .. what more is in store for the traditional retailers as this trend continues ?
10) Slide 126 – Freelancers are about 1/3rd of US Workforce
11) Slide 133 – Online platforms are becoming a reasonable source of earning income 
12) Slide 167 – India often #1 or #2 for Global Internet leaders unlike (Korea, Japan, China - where home-grown varieties tend to flourish )
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