Mary Meeker · consulting-deck
2016 Bond Cap Internet Trends 2016
214 pages · 5 arc beats · 13 loops
2016 Bond Cap Internet Trends 2016
Mary Meeker arc beats above · slides in the middle · loops below · scroll → 13 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 209 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 33 slides 100% 33/33 slides 100% 33/33 slides · 150 hits — 0/33 slides
39.4% 13/33 slides · 40 hits 12.1% 4/33 slides · 5 hits 100% 33/33 slides · 65 hits 93.9% 31/33 slides Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 12 hits — 0/4 slides
75% 3/4 slides · 8 hits — 0/4 slides
100% 4/4 slides · 8 hits 100% 4/4 slides Solution & Approach 119 slides 100% 119/119 slides 100% 119/119 slides · 562 hits — 0/119 slides
52.1% 62/119 slides · 110 hits 22.7% 27/119 slides · 31 hits 100% 119/119 slides · 238 hits 95.8% 114/119 slides Evidence & Proof 33 slides 100% 33/33 slides 100% 33/33 slides · 145 hits — 0/33 slides
51.5% 17/33 slides · 28 hits 18.2% 6/33 slides · 7 hits 100% 33/33 slides · 66 hits 93.9% 31/33 slides Impact & Next Steps 20 slides 100% 20/20 slides 100% 20/20 slides · 110 hits — 0/20 slides
75% 15/20 slides · 26 hits 50% 10/20 slides · 12 hits 100% 20/20 slides · 40 hits 95% 19/20 slides Slide inventory
214 every slide · same image gating as the playbook
07
The chart uses a combination of bar (users) and line (growth rate) to visualize trends.analyze_data
09
The chart uses a combination of bar (users) and line (growth rate) to visualize the trend.analyze_data
10
Part of the KPCB Internet Trends 2016 deck.summarize
11
The chart illustrates the saturation and growth trends in the global smartphone market over a decade.analyze_data
12
The chart uses a combination of a stacked bar chart for volume and a line chart for growth rate.summarize
13
The slide highlights the divergence between Android's increasing market share and its declining ASP compared to iOS.analyze_data
15
The slide uses a radar chart to visualize the 'Internet Barriers Index' across five distinct country groupings.present_framework
16
The chart highlights the affordability gap for smartphones in developing markets compared to developed ones.analyze_data
19
The chart uses color coding (green/red) to distinguish growth above/below the 20-year average line.analyze_data
21
The chart uses arrows to highlight the peak and subsequent downward trend.analyze_data
23
The slide uses two pie charts to illustrate the shift in economic growth contribution over 30 years.analyze_data
25
The chart uses a bracket annotation to compare the cumulative investment of 1980-2009 ($20T+) vs 2010-2015 ($21T+).analyze_data
26
Uses a before-and-after visual comparison to illustrate macro-economic growth trends.illustrate_case
29
The chart compares nominal yields (green) and real yields (blue) over time.analyze_data
30
The chart illustrates a long-term decline in real interest rates globally, with Italy showing significant volatility around 2012.analyze_data
32
The chart illustrates the divergence between debt growth and GDP growth over two periods (2000-2007 and 2007-Q2:15).analyze_data
33
The chart uses a color-coded arrow on the right to indicate the direction of leveraging vs. deleveraging.analyze_data
35
The chart uses a combination of bar charts for population size and a line chart for growth rate percentage.analyze_data
36
Data source: World Bank World Development Indicators. Part of KPCB Internet Trends 2016 deck.analyze_data
37
The chart tracks global life expectancy trends across various regions and countries over a 54-year period.analyze_data
39
This slide is from the KPCB Internet Trends 2016 deck, summarizing macroeconomic headwinds.summarize
40
The chart illustrates market performance indexed to 100% at the start of 1993.analyze_data
44
The slide uses a combination of stacked bars for revenue and a line for growth rate to illustrate the shift toward mobile.analyze_data
45
Part of the KPCB Internet Trends 2016 deck.quantify_impact
46
The slide uses a bar-grouped chart to illustrate the gap between consumer attention and ad spend, specifically calling out the mobile opportunity.size_opportunity
48
The chart highlights a significant divergence in growth rates between desktop and mobile adblocking.analyze_data
49
The slide highlights Snapchat's '3V' advertising framework (Vertical, Video, Viewing).illustrate_case
52
The slide highlights the evolution of consumer preferences over time, with a specific focus on the Millennial generation.compare_peers
53
The slide highlights the trend of Millennials being more urban, diverse, and less likely to be married compared to previous generations at the same age.compare_peers
55
Data is adjusted for inflation in 2015 dollars.analyze_data
57
The slide uses a timeline-based layout to correlate retail history with generational demographics.establish_context
58
The slide uses a timeline-based framework to correlate the founding of major retail brands with the emergence of specific generational cohorts.establish_context
60
Part of the KPCB Internet Trends 2016 deck.size_opportunity
61
Data source: U.S. Census Bureau, Federal Reserve Bank of St. Louis (5/16).analyze_data
62
This is a classic KPCB Internet Trends slide, using a simple equation to frame a complex industry shift.summarize
63
The slide uses a timeline-like structure to show the progression of Amazon's private label expansion.illustrate_case
64
The slide uses a process-flow style layout to show the blurring lines between traditional retail roles.present_framework
65
KPCB Internet Trends 2016 slide 64.present_framework
66
The slide uses a three-column layout to show product hardware, social proof via Nextdoor, and geographic network expansion.illustrate_case
68
Part of KPCB Internet Trends 2016 deck.illustrate_case
69
The slide uses a process-flow structure to explain the business model.illustrate_case
70
Includes two small line charts showing probability of success by age and sizing, and one scatter plot showing correlation between predicted and actual purchase quantify_impact
71
The chart illustrates the acceleration of growth for modern e-commerce companies compared to legacy retail brands.illustrate_case
74
The chart uses brand logos as data points to visualize the competitive landscape of social networks.compare_peers
75
The slide highlights the shift from text-based communication in Millennials to image-based communication in Gen Z.compare_options
77
Uses a timeline-based framework to illustrate the shift in audience engagement and timing.present_framework
79
KPCB Internet Trends 2016 slide 78.analyze_data
81
The slide uses a chronological progression to show the expansion of the platform's content ecosystem.present_framework
84
Part of KPCB Internet Trends 2016 deck.illustrate_case
86
The slide highlights the power of viral UGC on Facebook Live, specifically noting the impact on Kohl's brand and app performance.illustrate_case
89
The slide uses a series of screenshots with annotations to explain the features of a hypothetical integrated sports viewing experience.illustrate_case
91
The chart tracks the rapid growth of photo sharing, specifically segmenting Facebook-owned properties in 2015.analyze_data
93
Data from KPCB Internet Trends 2016 report.analyze_data
94
The slide uses a red dashed box to draw attention to the growth of OfferUp.quantify_impact
95
KPCB Internet Trends 2016 slide 94.compare_peers
96
The chart highlights the launch of the Houzz Marketplace in 10/14 and the subsequent growth in products available.quantify_impact
97
Slide from KPCB Internet Trends 2016 report.illustrate_case
100
The chart highlights the rapid adoption of messaging apps compared to traditional social networks.analyze_data
102
The slide uses a grid layout to present a chronological progression of messaging features.summarize
104
The table uses checkmarks and specific dates to indicate the rollout of various features across three major Asian messaging platforms.compare_options
105
The slide uses screenshots of chat interfaces to demonstrate the 'magic of the thread' concept.illustrate_case
106
The slide compares three major messaging platforms across six functional categories: Business/Official Accounts, Engagement, Payments, B2C Chat for SMEs, Advertcompare_peers
107
The slide illustrates a specific regional behavior (conversational commerce) using a sequence of mobile screenshots.illustrate_case
108
Data source: Global Contact Center Benchmarking Report, Dimension Data, 2015.analyze_data
109
This is a high-level conceptual slide from the KPCB Internet Trends 2016 report.frame_problem
110
Part of KPCB Internet Trends 2016 deck.summarize
115
The slide uses a grid-based layout to present a historical progression of interface technologies.establish_context
118
The slide uses a quote to establish a technical thesis about product-market fit for voice interfaces.summarize
119
The chart uses a logarithmic scale for the y-axis.analyze_data
120
The chart highlights the rapid technological advancement in speech recognition across three major industry players.analyze_data
121
This is a transition or thesis slide from the KPCB Internet Trends 2016 report.summarize
122
Data source: Thrive Analytics, 'Local Search Reports' 2013-2015.analyze_data
123
The slide uses Google Trends data as a proxy for voice search adoption.quantify_impact
124
The slide highlights the rapid adoption of voice technologies in the Chinese market due to the difficulty of typing on small keyboards.quantify_impact
125
Data source: SoundHound. Based on 30-day user activity.analyze_data
126
Part of KPCB Internet Trends 2016 deck.summarize
128
KPCB Internet Trends 2016 slide 127.analyze_data
130
Slide from KPCB Internet Trends 2016 report.illustrate_case
131
The slide highlights the strategic role of voice-enabled hardware in the Amazon commerce flywheel.present_solution
132
Data source: Consumer Intelligence Research Partners (CIRP).analyze_data
133
This is a classic 'big idea' slide often used in KPCB Internet Trends decks to frame subsequent data.summarize
134
The slide uses a dual-chart layout to contrast a mature product's potential decline with an emerging product's rapid growth.compare_options
136
Part of the KPCB Internet Trends 2016 deck. Uses rhetorical questions to frame industry convergence.establish_context
137
Part of KPCB Internet Trends 2016 deck.illustrate_case
139
Part of KPCB Internet Trends 2016 deck.establish_context
140
The slide uses a standard industry maturity model for autonomous vehicles.present_framework
141
The slide uses a comparison frame to contrast Google's Level 3/4 approach with Tesla's Level 2 fleet learning approach.compare_options
142
The slide uses a binary comparison framework to contrast two distinct strategic approaches in the automotive industry.compare_options
144
The slide uses a chronological timeline structure divided into four distinct eras.establish_context
145
The chart illustrates the transition from US dominance to a more fragmented global production landscape.analyze_data
146
The slide uses a bar chart to visualize long-term demographic decline as a proxy for industrial health.analyze_data
148
The slide uses a numbered list to categorize the US automotive ecosystem's strengths.establish_context
149
Part of the KPCB Internet Trends 2016 deck.recommend
150
Uses historical analogy to frame current regulatory challenges for ride-sharing.cite_precedent
154
Part of the KPCB Internet Trends 2016 deck.frame_problem
156
Data source: Berenson Strategy Group, Uber. Survey conducted in 11/15 across 801 riders.summarize
157
The slide uses a mix of growth metrics (cities, trips, riders) and impact metrics (miles saved, gas saved).quantify_impact
158
The slide uses a historical analogy (Rolls Royce 1904 vs Mercedes F 015) to frame the shift toward autonomous/passenger-focused vehicle interiors, supported by establish_context
160
This slide uses a series of rhetorical questions to frame the future of the automotive industry, likely from Mary Meeker's KPCB Internet Trends report.frame_problem
163
The chart uses a stacked area format to visualize the shift from primary/secondary sectors to tertiary services over two decades.analyze_data
164
The chart uses a combination of grouped bars for sectors and a line for net overall employment gain.analyze_data
165
The chart uses a combination of bar (income) and line (growth) to visualize economic trends.analyze_data
167
The chart shows a clear trend of increasing user base with a decelerating growth rate.analyze_data
168
The chart segments the market by major tech conglomerates and their respective app ecosystems.quantify_impact
170
The chart uses a combination of bar charts for absolute spend and a line chart for the percentage share of Internet spend.analyze_data
171
The slide uses a bar chart to compare revenue, with a specific callout for 'Pure-Play E-Commerce' in the China chart.compare_peers
172
The slide uses dual line charts to contrast the rapid growth of Alibaba and JD.com against the slower growth of Amazon and eBay.compare_peers
173
The slide uses a bar chart to show year-over-year growth and a donut chart to show channel distribution.quantify_impact
174
The slide highlights the 'super-app' nature of Ctrip compared to the focused utility of Priceline.compare_options
175
The slide uses a line chart to show historical penetration trends and a horizontal bar chart to show current spending leadership.size_opportunity
176
The chart highlights significantly higher engagement for Chinese mobile payment solutions compared to traditional US card-based payments.compare_peers
177
The chart uses a visual arrow to emphasize the growth between 2015 and 2016.quantify_impact
178
The slide uses screenshots of the WeChat interface to demonstrate the user flow.illustrate_case
179
The diagram uses a hub-and-spoke layout to show how core payment services anchor other financial products.present_framework
181
The slide uses a series of pie charts of increasing size to represent both total volume growth and regional composition.size_opportunity
182
The chart uses a cohort-based approach (months since launch) to compare growth trajectories.quantify_impact
185
Uses red circles to highlight the 2015/2016 data points for the disruptors.compare_options
186
Time-shifted growth curves comparing legacy internet leaders with newer entrants.quantify_impact
188
Data as of 5/31/16. Includes both public and private companies.analyze_data
190
Part of KPCB Internet Trends 2016 deck.illustrate_case
192
The chart highlights the correlation between public market peaks (dot-com bubble, 2015 peak) and financing volumes.analyze_data
193
This slide serves as a philosophical anchor for valuation in the KPCB Internet Trends deck.summarize
196
The chart uses a dual-axis approach to visualize the 'scissors' effect of rising demand and falling costs.summarize
197
The slide uses a hub-and-spoke visual metaphor to represent data aggregation.establish_context
198
The slide uses a vertical arrow to represent a progression of 'Sources of Leverage for Global Internet Growth'.present_framework
199
The slide uses a chronological wave-based framework to categorize software, security, and infrastructure components.present_framework
202
Uses a 'Then vs Now' framing to illustrate the value proposition of the Looker platform.compare_options
203
Uses a 'Then vs Now' framing to illustrate product evolution.compare_options
204
Uses a 'Then vs Now' framing to illustrate industry evolution.compare_options
205
Slide from KPCB Internet Trends 2016 report.compare_options
206
Uses a 'Then vs Now' framing to illustrate the shift from perimeter-based security to data-centric platform security.compare_options
208
Part of KPCB Internet Trends 2016 deck.establish_context
209
The 2014 bar includes a hatched section representing 1.2B records breached by a Russian CyberGang called CyberVor.quantify_impact
210
Data sourced from Gigya and TRUSTe/National Cyber Security Alliance.analyze_data
211
Data from Altimeter Group, 2015. n=2,062.analyze_data
212
The slide uses a side-by-side comparison to challenge the assumption that privacy is the primary driver of consumer behavior.compare_options