Mary Meeker just released her 2016 internet trend report. There are 213 slides we have included our favourites below. US internet advertising actually accelerated last year growing 20% vs 16% driven by mobile up 66% y/y. Google and Facebook were 76% of internet advertising growth. If you're in the print business you probably wouldn't like to see the slide below.
This chart helps explain some of Apple's (iOS) problems their average selling price has increased while Android prices have halved.
As we all know owning a car is expensive costing $8,558 year in the US, depreciation is 44% of the annual cost. Commuters spend 4.3 hours a week traveling to work time that Google or Facebook could use entertaining you! The rise of Uber has a big impact not just on cars but carparks freeing up extra space should help reduce property costs. Most users like Uber for its convenience but 84% surveyed use it after a few drinks.
China has spent more building roads in the past six years than than previous 30 but now its slowing.
Retail in China is online first. The top 2 Chinese retailers are e-commerce players. Alibaba is around 6.5% of retail sales compared to Amazon's 3% of sales in the US.
Source: http://www.kpcb.com/internet-trends
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