Mary Meeker’s KPCB Internet Trends Report 2012
Mary Meeker has just released her annual Kleiner Perkins Caufield & Byers report of internet trends. The document is typically massive, and comes in at 112 pages this year. KPCB partner Meeker, a venture capitalist and former Wall Street securities analyst concerning the internet, also recently took a board observer seat at SoundCloud, and likewise serves on the board at Square, and is involved in KPCB’s investments in Groupon, Legalzoom, Waze, 360buy.com, Spotify, Jawbone, One King’s Lane and Trendyol. Meeker was once dubbed the “Queen of the Net” by Barron’s Magazine in 1998.
A key focus of the report concerns how mobile adoption is changing the internet, and is comprised of five parts:
– Basic Stats – internet growth remains robust, rapid mobile adoption still in early stages
– Re-Imagination – of nearly everything
– Economy – mixed trends, with negative bias
– U.S.A Inc. – a lot to be excited about in tech., a lot to be worried about in other areas
– Bubble – or not?
The “then/now re-imagination” segments are especially interesting: