Kleiner Perkins Caufield & Buyers (KPCB) released their most recent internet trends presentation. Its an 88 slide blockbuster condensed here to 6 key slides. It's more of a chartathon than a blog but a KPCB picture slide is worth a thousand words. Well summed up in four words its mobile, mobiles and mobiles.
The great thing about emerging markets is that they can leapfrog developed markets in that they do not have to upgrade exisiting infrastructure, they can start from scratch. No need to buy a desktop computer if you can search through your phone. India mobile usage is already leading desktop and the world.
Kids Christmas wishlist, out of the top 5 products four are from Apple
Those kids that want Apple products above need them so they shop smarter during Black Friday
We all know print is structurally challenged as readers but advertisers still have a ways to go
Wintel (combination of Microsoft's software and Intel's hardware) have really been left behind by the move to mobile. By the look of this chart any response might be too late.
Smartphones still only 17% penetrated worldwide, stay long the mobile theme!
Jason
Disclosure:
Decisive is long AAPL
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