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The slide highlights that both sectors lost approximately $730B in market value.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide highlights that both sectors lost approximately $730B in market value.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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This slide is the second of two distinct charts in the provided image; the analysis focuses on the bottom half (page 22) as requested.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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This slide is the top half of the provided image. It tracks the long-term trend of IT investment from 1960 to 2000.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The image contains two distinct slides stacked vertically. The analysis covers both.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The image contains two distinct slides stacked vertically. The analysis covers both.2001 Bond Cap Internet Trends 2001 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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2011 Bond Cap Internet Trends 20112011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Loop · Cost Of Inaction1 hit
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The slide uses a red dashed line to emphasize the current elevated volatility level compared to the historical mean.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Loop · Cost Of Inaction1 hit
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Includes annotations for 30-year average, 2/09 trough, and 10/11 current level.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Loop · Cost Of Inaction1 hit
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The chart highlights a trend of downward revisions in capital spending, with a specific callout for 23% of respondents in CQ3:11.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Loop · Cost Of Inaction1 hit
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The table highlights the negative delta in forecasts, emphasizing economic uncertainty.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Loop · Cost Of Inaction1 hit
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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.2011 Bond Cap Internet Trends 2011 · Mary Meeker
Consulting deck VC research Loop · Cost Of Inaction1 hit
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Slide from KPCB Internet Trends report.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · NeedLoop · Cost Of Inaction1 hit
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The slide highlights a consistent trend of mobile monetization lagging behind desktop monetization.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide uses red boxes to highlight the specific metrics (Y/Y growth in clicks and CPC trends) that support the thesis.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide highlights a negative correlation between mobile user growth and ARPU growth, suggesting mobile monetization challenges.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide uses a specific case study (GREE) to support a broader thesis about mobile ARPU growth potential.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart highlights the crossover point where mobile ARPU exceeds desktop ARPU.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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KPCB slide deck, likely Mary Meeker's Internet Trends.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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2012 Bond Cap Internet Trends 20122012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart highlights the inflection point on 4/24 when Facebook began highlighting Viddy.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart highlights the exponential growth of app downloads compared to music downloads.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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This is a transition slide from the KPCB Internet Trends deck.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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KPCB slide deck, likely from a Mary Meeker Internet Trends report.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart illustrates the impact of digital disruption (Encarta, Wikipedia) on a legacy business model.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart highlights the decline of print and the rise of internet advertising, specifically marking the 2010 crossover.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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Uses a simple split-screen comparison frame to illustrate technological shift.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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Uses a 'Then vs Now' framing to illustrate technological shift.2012 Bond Cap Internet Trends 2012 · Mary Meeker
Consulting deck VC research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart highlights digital platforms (red) versus traditional broadcasters (grey).2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit