Mary Meeker on the State of the Internet.
http://www.kpcb.com/internet-trends

Much to comment on here!

Glad to see the X market is still projected to increase by Y% in Z years!

Note: Laptops are mobile devices but not counted in the comments about smartphones and laptops. And mobile page views is still under 25% of total page views. This may be a "post-PC world" but clearly PC is still very important and 75% of the total. My sense is that PC total is not declining but the growth in the total is from mobile. So mobile's rising share is growing the whole market.

Digital Universe growth 50% y/y. That's for end user generated content. I'd suggest that total data generation has passed 100% growth y/y. Exponential growth with a doubling period under a year (or two) is very hard to get your head round. TL;DR, there's no past (it's tiny proportion of now) and no future (now will be  a tiny proportion in only a year or two). Now is getting shorter and shorter.

We need a new name for a "data generating consumer"! What do you call an end user who generates more data than they consume? That's not the internet as glorified TV channel any more. And when did we stop lurking? Does that mean that it's not "90% lurk, 9% comment and 1% post" any more.

Tencent (and alibaba and ) is huge. it's just not that visible because there's no need for them to try and expand into the English speaking world.
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