2013 Bond Cap Internet Trends 2013

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

118
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
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transition
Open slide detailBeat · Attention
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The USA is highlighted with a red box. China and India are highlighted with a green background.analyze_data
Open slide detailBeat · Attention
06
Classic KPCB slide illustrating the 'gap' between consumer attention and ad spend.size_opportunity
07
Data source: comScore Global, 2/13. Slide from KPCB Internet Trends report.analyze_data
08
The chart uses a callout box to emphasize the combined growth of iOS and Android from 2005 to 2012.analyze_data
09
transition
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Part of the KPCB Internet Trends deck.establish_context
Open slide detailBeat · Need
11
Uses a famous New Yorker cartoon as a cultural reference point for the evolution of digital privacy.establish_context
Open slide detailBeat · Need
12
KPCB slide, likely from Mary Meeker's Internet Trends report.summarize
Open slide detailBeat · Need
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KPCB slide deck style.present_framework
Open slide detailBeat · Need
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filler
Open slide detailBeat · Need
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The chart highlights the dominance of Facebook and the emergence of Instagram and Snapchat in photo sharing.analyze_data
Open slide detailBeat · Need
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The chart shows exponential growth in daily snaps shared.quantify_impact
Open slide detailBeat · Need
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filler
Open slide detailBeat · Need
18
KPCB slide, likely from a Mary Meeker Internet Trends report.analyze_data
Open slide detailBeat · Need
19
Part of the KPCB Internet Trends deck.illustrate_case
Open slide detailBeat · Need
20
Includes a quote and screenshots of the product interface.illustrate_case
Open slide detailBeat · Need
21
transition
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illustrate_case
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transition
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KPCB branding present. The slide uses a three-column layout to compare growth metrics across three different consumer platforms.illustrate_case
25
The chart shows a significant spike in API calls, particularly in the final month, correlating with the integration of fitness data.quantify_impact
26
The slide uses a pie chart to decompose the causes of premature death, with a specific callout for behavioral sub-factors.diagnose
27
transition
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KPCB slide deck, likely from Mary Meeker's Internet Trends report.analyze_data
29
The chart uses a descending order of sharing frequency by country, with the USA highlighted in red.compare_peers
30
Part of the KPCB Internet Trends deck.establish_context
31
transition
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The slide uses a red dashed ellipse to highlight the top four positive attributes.analyze_data
Open slide detailLoop · Zoom In
33
KPCB slide, likely from Mary Meeker's Internet Trends report.quantify_impact
Open slide detailLoop · Zoom In
34
Data source: CNNIC, 1/13. KPCB slide deck.analyze_data
Open slide detailLoop · Zoom In
35
The chart shows a clear upward trend in mobile search queries, eventually overtaking PC queries in late 2012.analyze_data
Open slide detailLoop · Zoom In
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The chart highlights the growth from 14% to 45% over a two-year period.quantify_impact
Open slide detailLoop · Zoom In
37
The table is divided into three sections: Ad Revenue, Mobile Active Users, and Annualized Ad ARPU, with Y/Y and Q/Q growth rates.analyze_data
Open slide detailLoop · Zoom In
38
The chart uses a combination of bar charts for segment data and a line chart for the aggregate trend, with dashed lines indicating trends.analyze_data
Open slide detailLoop · Zoom In
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transition
Open slide detailLoop · Zoom In
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transition
Open slide detailLoop · Zoom In
41
Data source: Informa. Includes a summary row at the bottom for global stats.analyze_data
42
The slide uses a simple bar comparison to frame the market opportunity for smartphone adoption.size_opportunity
43
The slide uses two pie charts of different sizes to represent the growth in total units (55MM vs 219MM).compare_peers
44
transition
45
The chart illustrates the faster adoption rate of the iPad compared to the iPhone.compare_options
46
The slide uses red circles to highlight the crossover point where tablet shipments surpassed traditional PC categories.analyze_data
47
The chart uses a stacked bar format to show the composition of the computing device market over time.analyze_data
48
The slide highlights the shift in market dominance between traditional PC cycles and mobile device cycles.compare_peers
49
KPCB slide, likely from a Mary Meeker Internet Trends report.establish_context
50
This is a classic KPCB slide illustrating the 'Technology Cycles' framework.establish_context
51
The chart uses a logarithmic scale to show the 10x growth steps across different technology eras.quantify_impact
52
transition
53
Source: TomiAhonen Almanac 2013.quantify_impact
54
The slide uses a circular hub-and-spoke layout to categorize features of wearables.present_framework
55
The slide uses humor to acknowledge the skepticism surrounding early wearable tech (Google Glass).illustrate_case
56
Uses historical examples to frame current skepticism as potentially misplaced.establish_context
57
transition
58
KPCB slide deck, likely from Mary Meeker's Internet Trends series.establish_context
59
The chart illustrates the decline of PC-based listening and the rapid growth of mobile/tablet and other connected devices.analyze_data
60
transition
61
KPCB slide deck, page 60.illustrate_case
62
transition
63
The slide uses a binary comparison structure to categorize QR code utility.present_framework
64
The slide serves as a real-world example of digital integration in physical spaces.illustrate_case
65
The chart compares a single bar for 3/12 against a stacked bar for 3/13.quantify_impact
66
KPCB slide deck style.illustrate_case
67
transition
68
The chart illustrates the crossover point where China's active device count exceeded the USA's.analyze_data
69
The slide highlights the higher adoption of digital media (Internet + Mobile) in China compared to the USA using a red bounding box.compare_peers
70
The chart uses a stacked area for Amazon and eBay, and a dashed line for Alibaba, highlighting the rapid growth of the latter.compare_peers
71
Includes a legend for the map and a screenshot of the mobile tracking interface.illustrate_case
72
Features screenshots of Yao Yao Zhao Che, Di Di Da Che, and Kuai Di Da Che.illustrate_case
73
KPCB slide deck, likely from Mary Meeker's Internet Trends.illustrate_case
74
The chart uses historical data from Angus Maddison and IMF data for post-1980 figures, adjusted for purchasing power parity.analyze_data
75
KPCB slide deck, likely from a presentation on internet trends or startup growth.establish_context
Open slide detailBeat · Satisfaction
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KPCB slide, likely from a Mary Meeker Internet Trends report.establish_context
Open slide detailBeat · Satisfaction
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The slide uses a grid layout to present 9 examples of founders and their companies.illustrate_case
Open slide detailBeat · Satisfaction
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transition
Open slide detailBeat · Satisfaction
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KPCB slide deck, page 78.illustrate_case
Open slide detailBeat · Satisfaction
80
The slide uses a timeline-annotated stock price chart to demonstrate the correlation between earnings beats and share price appreciation.illustrate_case
Open slide detailBeat · Satisfaction
81
The table provides a high-level financial overview of six major tech companies, including operational metrics like headcount and users, and financial metrics lianalyze_data
Open slide detailBeat · Satisfaction
82
The title acts as a summary of market trends rather than a standard descriptive title.analyze_data
Open slide detailBeat · Satisfaction
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transition
Open slide detailBeat · Satisfaction
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transition
Open slide detailBeat · Satisfaction
85
establish_context
Open slide detailBeat · Satisfaction
86
The chart uses a 100% stacked bar to visualize the demographic composition.analyze_data
Open slide detailBeat · Satisfaction
87
The slide uses a pie chart to show the split between U.S. born and immigrants, with a callout bar chart detailing the immigrant segment.quantify_impact
Open slide detailBeat · Satisfaction
88
The table uses color coding to distinguish between 1st generation (green) and 2nd generation (orange) immigrant founders.analyze_data
Open slide detailBeat · Satisfaction
89
The slide highlights a significant talent supply-demand gap in the computer science field.size_opportunity
Open slide detailBeat · Satisfaction
90
The chart illustrates the divergence between the growing number of international students and the relatively flat number of H-1B visas, emphasizing the 'brain danalyze_data
Open slide detailBeat · Satisfaction
91
The image shows job postings in a window, illustrating the 'street view' of the hiring market.establish_context
92
This is a section divider slide from a Mary Meeker KPCB deck.transition
94
transition
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The chart highlights the structural decline in USPS performance following the rise of digital communication.analyze_data
Open slide detailLoop · Cost Of Inaction
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The chart highlights 'Technological Factors' with a red box, showing its rise in importance over the period.analyze_data
Open slide detailLoop · Cost Of Inaction
97
establish_context
Open slide detailLoop · Cost Of Inaction
98
KPCB slide 97. Data points are estimates based on company reports as of 2013.compare_peers
Open slide detailLoop · Cost Of Inaction
99
establish_context
Open slide detailLoop · Cost Of Inaction
100
KPCB slide, source: Babson Survey Research Group.analyze_data
Open slide detailLoop · Cost Of Inaction
101
The chart illustrates a trend of increasing acceptance of online education over a decade.analyze_data
Open slide detailLoop · Cost Of Inaction
102
KPCB slide deck, likely from Mary Meeker's Internet Trends report.analyze_data
Open slide detailLoop · Cost Of Inaction
103
establish_context
Open slide detailLoop · Cost Of Inaction
104
The slide uses a visual anchor (Time magazine cover) to frame a problem statement about healthcare costs.illustrate_case
Open slide detailLoop · Cost Of Inaction
105
transition
Open slide detailLoop · Cost Of Inaction
106
KPCB slide deck, likely from a Mary Meeker Internet Trends report.illustrate_case
107
KPCB slide deck, likely from a presentation on digital transformation or platform business models.illustrate_case
108
The slide uses a three-column layout to showcase different business models for crowdsourced innovation.illustrate_case
109
The slide highlights the shift in tools used for learning, with social and cloud-based platforms rising in prominence.analyze_data
110
The chart illustrates the shift from PC-centric computing to mobile-centric computing.analyze_data
111
transition
112
The slide uses a line chart to visualize long-term economic sentiment trends.analyze_data
113
Includes trend lines for Unemployment and Rising Prices.analyze_data
114
The chart uses an indexed value starting at 100% in 1993. A dashed circle highlights recent convergence of performance.establish_context
115
The chart uses a dual-axis approach to overlay Real GDP growth against fiscal ratios.analyze_data
116
The chart uses a 100% stacked bar format to visualize the composition of federal spending.analyze_data
117
The chart highlights a specific crossover point around 2024-2025 with a yellow circle.analyze_data