Subject: KPCB report on Internet Trends
From: "Sebastian Momtazi" <[email-masked]>
To: "Hunter Biden" <[email-masked]>, "John DeLoche" <[email-masked]>, "William Lee" <[email-masked]>, "Neil Callahan" <[email-masked]>, "Devon Archer" <[email-masked]>
Date: Wed, 28 May 2014 15:51:02 -0400

Interesting read. Buckets of data.

Techcrunh's points:

– Internet adoption is slowing down. We knew this already but what’s
interesting is the creeping pace: it is now growing at  a rate of less than
10%.

– Smartphone growth is at 20% and is also slowing down, with developing
markets now the engine driving expansion.

*– *If we’re in a bubble, it’s not nearly as bad as it was in 2000

– Internet advertising is still growing, but the big opportunity is in
mobile ads

– People spend little time on print media but it sucks up a ton of the ad
spend, while mobile has become a huge part of lives yet not enough is spent
on mobile ads

– Social networking is shifting from a predominantly broadcast-based medium
to include much more private sharing thanks to the rise of international
SMS-replacement messaging apps

– Tinder, Airbnb, Alibaba, and GrubHub are all deeply disrupting
institutionalized businesses like hotels, and meatspace beahvior patterns
like walking to a local bar or restaurant.

– BuzzFeed is enjoying a meteoric rise with unique visitors up 3X this year

– Crytocurrencies are exploding with Bitcoin wallet usage up 8X this yea