2015 Bond Cap Internet Trends 2015

Mary Meeker
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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transition
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The slide uses two pie charts to show the shift in regional distribution of internet users over two decades.analyze_data
Open slide detailBeat · ComplicationLoop · Logic Chain
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The slide uses a small dot to represent the 80MM users in 1995 compared to the 5.2B users in 2014.quantify_impact
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Data source: Morgan Stanley, Capital IQ, Bloomberg.analyze_data
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The slide uses a timeline framework to illustrate the shift in content control.present_framework
Open slide detailBeat · ComplicationLoop · Logic Chain
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Uses Harvey Balls to represent qualitative impact levels.quantify_impact
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transition
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Slide from KPCB Internet Trends report.summarize
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The chart contains a typo in the x-axis label '20102' instead of '2010'.analyze_data
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The slide uses a comparison frame to contrast developed vs. developing markets.compare_options
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summarize
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The chart highlights the significant shift toward mobile usage over the 7-year period.analyze_data
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summarize
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The slide uses a bar-grouped chart with directional arrows to indicate Y/Y shifts in percent share.size_opportunity
Open slide detailBeat · ComplicationLoop · Logic Chain
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The table highlights a trend of slowing growth rates for both ARPU and MAU for major internet platforms.analyze_data
Open slide detailBeat · ComplicationLoop · Logic Chain
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The chart uses a dual-axis approach to show absolute spend (bars) and growth rate (line).analyze_data
Open slide detailBeat · ComplicationLoop · Logic Chain
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transition
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illustrate_case
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The slide highlights the implementation of direct purchase buttons on Twitter, Facebook, and Google mobile interfaces.illustrate_case
Open slide detailBeat · DevelopmentLoop · Golden Circle
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transition
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Uses a before-after framing to highlight the shift in video consumption habits.compare_options
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Part of the KPCB Internet Trends report series.analyze_data
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The slide uses a visual example of a Snapchat ad for the movie 'Ouija' to demonstrate the format.quantify_impact
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This is a classic slide from Mary Meeker's Internet Trends report, illustrating the progression of mobile content and the inevitable shift toward social/mobile establish_context
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transition
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The word 'Enterprise' is circled in red, suggesting a focus on the shift away from traditional enterprise computing models.summarize
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The slide uses a social media post as a testimonial/authority citation to support a strategic thesis.illustrate_case
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This slide serves as a conceptual transition or framing device.frame_problem
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Uses a 'Then vs Now' framing to highlight the evolution of communication tools.compare_options
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Uses a 'Then vs Now' framing to highlight product disruption.illustrate_case
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Uses a 'Then vs Now' framing to highlight the value proposition of Stripe's API-first approach.compare_options
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Uses a 'Before/After' framing to demonstrate the value proposition of the Domo platform.illustrate_case
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Uses a 'Then vs Now' framing to highlight the shift from manual to digital processes.compare_options
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Uses a before-after-framing structure to contrast legacy vs modern communication stacks.compare_options
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Uses a 'Then vs Now' framing to illustrate the shift in business models.compare_options
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Uses a 'Then vs Now' framing to contrast legacy and modern service models.compare_options
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Uses a 'Then vs Now' framing to illustrate digital transformation.compare_options
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Uses a 'Then vs Now' framing to highlight the transition from legacy tools to modern SaaS solutions.compare_options
Open slide detailBeat · Evidence
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Uses a 'Then vs Now' framing to highlight product evolution.compare_options
Open slide detailBeat · Evidence
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Uses a 'Then vs Now' framing to highlight the shift from manual to digital processes.compare_options
Open slide detailBeat · Evidence
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Uses a 'Then vs Now' framing to highlight digital transformation in HR.compare_options
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Uses a 'Then vs Now' framing to highlight product value proposition.illustrate_case
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summarize
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transition
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Data source: Quetta, Q1:15. The slide uses two side-by-side ranked lists to illustrate the prevalence of messaging apps in both usage and session frequency.summarize
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The slide uses a 'X yet Y' structure to highlight the dual benefits of mobile messaging.summarize
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The slide uses a grid layout to compare key metrics (MAU, DAU, messages sent, revenue) for WhatsApp, WeChat, Facebook Messenger, LINE, Snapchat, and KakaoTalk.summarize
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compare_options
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compare_options
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The slide uses visual evidence (screenshots of phone home screens) to demonstrate the lack of a single dominant messaging platform.establish_context
Open slide detailBeat · Evidence
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The slide uses a series of three mobile screenshots to demonstrate a hypothetical user journey of purchasing and tracking an item via a messaging app.present_solution
Open slide detailBeat · Evidence
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Uses screenshots of mobile notification interfaces and smartwatches to demonstrate the trend.establish_context
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The table highlights that the majority of mobile users in these high-growth markets are not yet on smartphones, suggesting a path for internet onboarding via meanalyze_data
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summarize
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transition
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The chart uses an indexed scale (1x) to compare growth rates of two specific content categories.analyze_data
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Slide from a KPCB Internet Trends report.illustrate_case
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quantify_impact
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The slide uses a central screenshot of the Twitch interface to anchor various growth metrics.quantify_impact
Open slide detailBeat · Climax
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The slide uses a grid of album art to visually represent the diversity and volume of content on the platform.quantify_impact
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Slide 63 from a KPCB Internet Trends deck.quantify_impact
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The slide uses screenshots of the Airbnb mobile and desktop interfaces to illustrate the user review experience.illustrate_case
Open slide detailBeat · Climax
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The slide uses a hub-and-spoke diagram to categorize news types, with timeline charts showing the time difference between Dataminr alerts and major news reportiillustrate_case
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establish_context
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transition
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Data from KPCB Internet Trends report.analyze_data
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Data source: Zogby Analytics. Survey of 1,019 millennials aged 18-34.analyze_data
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Source: Zogby Analytics. Survey of 1,019 millennials (18-34) conducted May 30-June 6, 2014.analyze_data
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illustrate_case
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transition
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Data source: Pew Research Center, 4/15.analyze_data
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The slide uses a grid layout to compare service speed across different sectors.compare_options
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transition
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The slide uses a clear tabular format to compare spending across two years.analyze_data
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summarize
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The slide uses a three-column layout to map spending categories to specific digital platforms (Airbnb, Uber, Instacart).size_opportunity
Open slide detailBeat · Climax
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The slide uses a 'three-column' layout to contrast different consumer habits.establish_context
Open slide detailBeat · Climax
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The slide uses a 'before-after' visual structure to contrast traditional, friction-heavy experiences with modern, app-based solutions.illustrate_case
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
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This slide serves as a thematic transition or opening statement for a section on the drone market.establish_context
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
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The slide uses a combination bar and line chart to visualize market growth.size_opportunity
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
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The slide uses a headline that acts as a summary of key data points.size_opportunity
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
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illustrate_case
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The slide highlights the shift in US regulatory stance towards commercial drone operations.establish_context
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
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establish_context
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summarize
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summarize
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The chart illustrates the long-term shift in global economic power, highlighting the decline of the US share relative to historical peaks and the rise of other analyze_data
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Includes a trend line overlaying the actual data points.analyze_data
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The chart illustrates the structural decline of goods-producing jobs as a percentage of total nonfarm employment.analyze_data
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The chart uses a vertical dashed line to demarcate the year 2000, visually separating the two distinct economic periods described in the title.analyze_data
Open slide detailBeat · ResolutionLoop · Cost Of Inaction
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The chart uses an indexed scale starting at 1.0 in 1983.analyze_data
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The chart illustrates a significant downward trend in union density over seven decades.analyze_data
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Data source: Center for Retirement Research at Boston College, 5/13.analyze_data
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Data from Census Bureau. The chart tracks four categories: Employer-Sponsored, Direct-Purchase, Government, and Uncovered.analyze_data
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The chart illustrates a long-term trend of increasing dependency on government assistance programs.analyze_data
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transition
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The slide highlights the long-term trend of urbanization in the United States.establish_context
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The chart illustrates a long-term historical trend of the foreign-born population share in the US.analyze_data
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The chart uses a single line to represent the trend over time.analyze_data
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The chart illustrates a long-term demographic trend of shrinking household sizes.analyze_data
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The chart uses a horizontal bar-grouped format to compare three generations over four time periods.analyze_data
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Data source: PWC, 2011, Global. Survey of 4,364 graduates.analyze_data
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Slide from a KPCB presentation deck.summarize
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The slide uses a bar chart to segment the on-demand workforce by generation.decompose_segments
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The chart uses a grouped bar format to contrast two generations across eight specific work-related attributes.compare_peers
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The chart shows a clear misalignment between what millennials value (meaningful work) and what managers believe they value (high pay).compare_options
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transition
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analyze_data
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The slide uses a clear, simple line chart to illustrate a dramatic trend in market adoption.analyze_data
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summarize
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transition
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The chart highlights a significant increase in e-commerce penetration, reaching over $300B in spend by 2014.quantify_impact
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The chart highlights the exponential growth of Alibaba/Taobao compared to other major e-commerce players.analyze_data
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This slide is from a KPCB presentation, likely Mary Meeker's Internet Trends report.establish_context
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summarize
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This is a classic KPCB-style 'big idea' slide, often used as a section divider or opening thesis.summarize
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transition
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The slide uses a table-like structure to segment the freelance population.decompose_segments
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Grid layout of 8 company examples with brief descriptions of their efficiency benefits.illustrate_case
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The slide uses a split-column layout to contrast two different business models.compare_options
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The slide uses a list-based comparison format to show the personal impact of platform work across five different companies.illustrate_case
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The chart uses a bar chart to visualize income disparities between traditional household income and platform-based earnings.quantify_impact
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The slide uses company logos to categorize specific data points regarding user motivations for platform participation.illustrate_case
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Source: MBO Partners and Emergent Research, 'Independent Workers and the On-Demand Economy', USA, 4/15.analyze_data
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compare_options
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The slide uses a simple two-column list format to contrast pros and cons.compare_options
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transition
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The slide uses a triangular diagram to represent the ecosystem dynamics.present_framework
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The slide uses a triangular diagram to represent the ecosystem. The text at the right acts as a callout explaining the role of consumers and workers.present_framework
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establish_context
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The slide uses a judicial quote to frame the legal ambiguity surrounding gig worker status.illustrate_case
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illustrate_case
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The slide uses a chronological narrative structure to demonstrate regulatory evolution.illustrate_case
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summarize
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summarize
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summarize
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This slide acts as a section divider or cover for the China-specific portion of the Internet Trends 2015 deck.front_matter
152
Includes a comparative note on US social media activity during the Super Bowl.illustrate_case
153
The slide highlights the viral success of a specific documentary and its reliance on WeChat for distribution.illustrate_case
154
The slide uses a screenshot of the WeChat 'City Services' interface to map specific icons to government service categories.illustrate_case
155
The slide uses screenshots of mobile apps to illustrate user flows (Browse, Chat, Pay, Like, Make, Sell).illustrate_case
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The slide uses a pie chart for market share and a bar chart for transaction volume growth.analyze_data
157
The slide uses a before-and-after transition structure to illustrate business model evolution.compare_options
158
The slide uses a comparative structure to show the scale and rationale behind two specific M&A events in the Chinese tech sector.illustrate_case
159
The slide uses two line charts to demonstrate that lower take rates in China allowed local players to scale faster than their US counterparts.compare_peers
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summarize
161
The chart uses a dual-axis approach to show absolute volume (bars) and growth rate (line).quantify_impact
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The chart uses a combination of bar (total shipments) and line (market share) elements to illustrate market dynamics.analyze_data
163
The slide uses a 2x2 layout to categorize the evolution of Xiaomi's business model.illustrate_case
164
The slide uses a table to demonstrate the growth of the Xiaomi ecosystem, specifically focusing on the cross-selling of smart home products to smartphone buyersquantify_impact
165
This slide acts as a transition or section header, setting up a narrative about global internet adoption trends.establish_context
166
The slide uses a historical comparison to suggest that India is entering a period of rapid digital growth.size_opportunity
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Slide 166 from KPCB Internet Trends report.size_opportunity
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Slide 167 from a KPCB deck.present_solution
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The slide uses a numbered list format to present the ranking.summarize
170
The chart highlights India specifically with a red box.compare_peers
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The chart uses a red box to emphasize India's data point.compare_peers
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The chart highlights the rapid mobile adoption in the Indian e-commerce market compared to global counterparts.compare_peers
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transition
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Colors in the market value column denote current market value relative to Y/Y market value (Green = higher, Red = lower, Purple = newly public).summarize
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The chart highlights the 2000 dot-com bubble peak and compares it to 2014 levels, while also providing a table of VC funding per company at the bottom.analyze_data
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Slide from a KPCB presentation.summarize
177
Classic 'One More Thing' rhetorical device often used in presentations.transition
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summarize
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appendix
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transition
183
Includes analogies for each example (Motorola Startac, Steve Jobs/Mac, Slide to unlock).illustrate_case
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Uses analogies to explain design concepts (affordance, constraint removal, single-take immersion).illustrate_case
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transition
186
The slide uses a visual comparison framework to contrast traditional vs. modern healthcare delivery channels.establish_context
187
The slide uses a downward arrow process flow to categorize spending by disease type, followed by a horizontal list of big data platforms.frame_problem
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transition
189
The slide uses a 2x2 grid layout to present four different industry applications of drone technology.illustrate_case
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compare_options
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establish_context
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appendix
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The slide highlights that growth in major internet markets is slowing as they pass 50% penetration.analyze_data
194
The slide highlights the top 15 countries with internet penetration <= 45%. A red circle highlights the 23% aggregate penetration for the top 15.analyze_data
195
The slide highlights that major markets are reaching saturation with penetration levels well above 50%.analyze_data
196
The table highlights the top 4 markets (China, India, Indonesia, Russia) with a blue background. A red circle highlights the 26% penetration for the Top 15 aggranalyze_data
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front_matter