I maintain the kpcb.com website and I'm watching the server logs at the moment for this page - it is quite amazing how much traffic nginx can serve up without missing a beat on a single small server!
Thanks for your work! Unfortunately Slideshare seems to be having problems handling the traffic. It would be great have the images of the slides as a backup. I'm looking forward to checking out the deck.
If you want to understand how VCs and other institutional-type investors are thinking about the Web today, you MUST read Meeker's annual "Internet Trends" presentations. There's really nothing else like them. Always chock-full of useful data and insights.
Helpful for you to know what the investment hive-mind is being told.
This deck isn't what you need to know to build your business. This deck is vital for knowing what potential investors are being told. You need to know what they think the trends are, so you can tailor your pitch to their preconceived notions. Even if their notions are wrong. Especially if they are wrong.
I struggle with this comment - what do you consider a high signal to noise with trend analysis for the next 12 months?
Anything other than the Jan 2014 Time Magazine review of the year edition seems equally low.
Is there any way to subscribe to them? I usually end up seeing them each year, but I'd rather prefer not to rely on serendipity to catch something as interesting as this.
I'm all for increased immigration for skilled professionals, but slide 87 is mendacious at best. For example, Woz co-founded Apple; why isn't he listed along with Jobs? Same with Larry Page. Worst of all, Intel was founded by Noyce, Moore and Arthur Rock; Andy Grove was an early employee, yet he's listed as the sole founder.
The title is "60% of Top 25 Tech Companies Founded By 1st & 2nd Generation Americans = 1.3MM Employees, 2012". It was created to support a thesis (immigrants found highly successful companies at a higher rate than their share of the population suggests), but it presents an incomplete data set. Either the authors are naive and didn't understand how misleading the chart was, or they chose to structure it that way to support their agenda. It's so wildly misleading that it makes the rest of their "data" suspect.
It's also curious that Jobs is listed as a second-generation American. While his birth father was Syrian, Jobs certainly didn't identify as Syrian-American.
I think the point was to put into perspective the marketshare/growth of whatever platform snapchat is by putting facebook's bar on the same graph using the same scale.
It's like if you showed a photo of several species of elephants to a person who's never seen an elephant, they'd only know that woolly mammoths are larger than African elephants, which are larger than Asian elephants, but for all they know a mammoth could be the size of a large dog. Unless you put something else they already know in there, like a person, they won't know how huge they are.
I wonder how many people use the embassy QR code. I'd be pretty reluctant to start waving my cameraphone outside the guarded entrance to an embassy even in a country with more liberal attitudes towards security than China...
That Mary seems to be bullish on QR codes was actually one of the more interesting elements of the prezo for me. It seems like the conventional wisdom in the US is that QR codes are dead.
So wearable computing has gone mainstream now. Looks like lot of institutional investor money is going to flow (in startups in that area) during next couple of years.
Agreed, along with stacks of uninformed nouveau speculators that are simply chasing trends. Cheeks have untightened as of late and so much money is just begging to be put to work on good ideas, and bad ones.
My thought is to avoid investing engineering time in this particular trend unless you have a particularly solid inside track with someone already on the move in this space.
