2011 Bond Cap Internet Trends 2011

Mary Meeker
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

67
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
Includes KPCB branding and event details.front_matter
03
The slide is a logo grid representing a venture capital portfolio.other
04
This is a classic Mary Meeker Internet Trends slide.summarize
05
transition
06
The slide uses color coding for regions (red for China, green for Russia) to emphasize the trend mentioned in the title.summarize
Open slide detailBeat · Market Size
07
The chart highlights the dominance of international traffic for major global internet platforms.analyze_data
Open slide detailBeat · Market Size
08
The USA row is highlighted with a red box to emphasize its position relative to the top 5 growth countries.summarize
Open slide detailBeat · Market Size
09
The USA is highlighted with a red box, showing it has the lowest engagement among the listed countries.analyze_data
Open slide detailBeat · Market Size
10
The slide uses the 'Peoria to Broadway' idiom to illustrate the strategy of testing products in smaller markets before expanding to larger ones like the USA.cite_precedent
Open slide detailBeat · Market Size
11
transition
Open slide detailBeat · Problem
12
The chart uses shaded vertical bars to represent recession periods, demonstrating the resilience of technology adoption.analyze_data
Open slide detailBeat · Problem
13
The table highlights specific cells with light green background, likely indicating top performers or focus areas.analyze_data
Open slide detailBeat · Problem
14
The chart uses a red dotted line at 50% to indicate the tipping point for smartphone adoption.analyze_data
Open slide detailBeat · Problem
15
The slide uses a comparison of two categories to illustrate market penetration gap.size_opportunity
Open slide detailBeat · Problem
16
The chart illustrates the rapid acceleration of Apple's product adoption cycles.quantify_impact
Open slide detailBeat · Solution
17
The chart uses a stacked area format to visualize the cumulative growth gap between the two platforms.analyze_data
Open slide detailBeat · Solution
18
The slide compares market leaders in two distinct hardware categories as of Q2 2010.compare_peers
Open slide detailBeat · Solution
19
analyze_data
Open slide detailBeat · Solution
20
The chart uses an indexed scale to show relative growth over time.quantify_impact
Open slide detailBeat · Solution
21
The chart uses a combination of a stacked bar chart for regional impressions and a line chart for the number of advertisers.quantify_impact
Open slide detailBeat · Solution
22
The chart highlights a 153% CAGR over the period.size_opportunity
Open slide detailBeat · Solution
23
The slide explicitly states it is for discussion and humor, not to discredit Maslow.present_framework
24
transition
25
Uses a 'Before/After' framing to illustrate the impact of a specific individual.illustrate_case
26
The slide uses a chevron-based timeline structure to illustrate the progression of UI paradigms.present_framework
27
The slide uses a hub-and-spoke diagram to show how different audio-related technologies and services relate to the central concept of online audio.present_framework
28
establish_context
29
Slide from a KPCB presentation, likely setting the stage for a market trend analysis.summarize
Open slide detailLoop · Golden Circle
30
The slide uses a red dashed oval to highlight the recent growth trend in e-commerce.analyze_data
Open slide detailLoop · Golden Circle
31
Includes a linear regression trendline with equation and R-squared value.analyze_data
Open slide detailLoop · Golden Circle
32
KPCB estimates used for 2009/2011 data.analyze_data
Open slide detailLoop · Golden Circle
33
The slide uses screenshots of digital interfaces to demonstrate the evolution of retail into a 'shoppable' magazine-like experience.illustrate_case
Open slide detailLoop · Golden Circle
34
The slide highlights that over 50% of users abandon in-store purchases due to finding better prices elsewhere.quantify_impact
Open slide detailLoop · Golden Circle
35
The slide uses a hub-and-spoke model to map various mobile-first local commerce players to four key functional categories.present_framework
Open slide detailLoop · Golden Circle
36
transition
37
The chart uses a grouped bar chart format to illustrate the gap between time spent and ad spend, with arrows indicating the direction of expected market correctsize_opportunity
38
The title mentions 1994E, but the table header shows 1995E.quantify_impact
39
analyze_data
40
The chart uses a red circle to emphasize the crossover point.analyze_data
41
The slide uses a split-chart layout to compare two different metrics (share vs. CPM) across the same categories.compare_options
42
transition
43
The slide uses a line chart to show the inverse relationship between traditional media revenue and digital aggregator revenue.analyze_data
44
KPCB (Kleiner Perkins Caufield & Byers) branding.front_matter
45
summarize
46
The chart uses a callout box to visually isolate the 'Made in USA' segment (iOS and Android) in the 2011E bar.analyze_data
47
summarize
48
This is a classic KPCB (Kleiner Perkins Caufield & Byers) slide, likely from a Mary Meeker Internet Trends report.establish_context
49
The slide uses a map-based visualization to show real-time data propagation.illustrate_case
50
establish_context
51
Includes a trend line and a specific callout for the 2010 data point.analyze_data
52
transition
53
The slide uses a narrative approach to frame the rise of Facebook and smartphone usage as a catalyst for a potentially safer, more transparent world.establish_context
54
transition
Open slide detailLoop · Cost Of Inaction
55
The slide uses a red dashed line to emphasize the current elevated volatility level compared to the historical mean.analyze_data
Open slide detailLoop · Cost Of Inaction
56
Includes annotations for 30-year average, 2/09 trough, and 10/11 current level.analyze_data
Open slide detailLoop · Cost Of Inaction
57
The chart highlights a trend of downward revisions in capital spending, with a specific callout for 23% of respondents in CQ3:11.analyze_data
Open slide detailLoop · Cost Of Inaction
58
The table highlights the negative delta in forecasts, emphasizing economic uncertainty.analyze_data
Open slide detailLoop · Cost Of Inaction
59
The slide uses a multi-line chart to compare indices (S&P500, NASDAQ, China, Europe, Russia, Oil, Gold) indexed to 100% at the start date.analyze_data
Open slide detailLoop · Cost Of Inaction
60
front_matter
61
The chart uses a dual-axis approach to compare fiscal ratios against absolute real GDP growth.diagnose
62
The slide uses corporate financial terminology to describe US federal fiscal data.analyze_data
63
The USA is highlighted with a red box. Some countries are listed in red text, likely indicating specific economic status or risk profile.compare_peers
64
The slide features a book cover titled 'USA Inc.' with a map of the US made of paper strips.summarize
65
transition
66
The slide uses a literary reference to Rudyard Kipling's 'If' to characterize the tech industry's current state.summarize