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INTERNET TRENDS@ STANFORD – BASES12/3/2012Mary Meeker
Outline1) Basic Stats – Internet Growth Remains Robust,   Rapid Mobile Adoption Still in Early Stages2) Re-Imagination – o...
BASIC STATS – INTERNET GROWTHREMAINS ROBUST, RAPID MOBILEADOPTION STILL IN EARLY STAGES                                 3
INTERNET USERS                 4
2.4B Global Internet Users in 2012* –8% Y/Y Growth*, Driven by Emerging Markets                                   2008-201...
MOBILE USERS               6
1.1B Global Smartphone Subscribers, 42% Growth, Q4:12 – @ Only 17% of Mobile Subscribers                     Q4:12   Smart...
MODERN MOBILE DEVICE EVOLUTION                                 8
iPods Changed Media Industry…iPhones Ramped EvenFaster…iPad Growth (3x iPhone) Leaves “Siblings” in Dust                  ...
Android ‘Phone’ Adoption Has Ramped Even Faster –Nearly 6x iPhone                                                First 16 ...
Despite Tremendous Ramp So Far,Smartphone User Adoption Has Huge Upside                                        Global Smar...
Impressive 29%+ of USA Adults Own Tablet / eReader,Up from 2% Less Than Three Years Ago                                   ...
iPad = 48% of American Kids Want One for ChristmasWhile 36% Want a Mini…                           Interest in Buying in N...
MOBILE MOJO              14
Global Mobile Traffic Growing Rapidly to 13% of Internet Traffic                                Global Mobile Traffic as %...
In India, Mobile Internet Traffic Surpassed Desktop Internet Usage inMay, 2012 - Other Countries to Follow…               ...
Mobile Monetization Growing Rapidly (67% Apps, 33% Ads)                                            Global Mobile App + Adv...
Mobiles + Tablets = 24% of Online Shopping on Black Friday in 2012(vs. 6% Two Years Ago), iOS 4x > than Android           ...
Material Upside for Mobile Ad Spend vs. Mobile Usage                    % of Time Spent in Media vs. % of Advertising Spen...
RE-IMAGINATION OF NEARLYEVERYTHING –POWERED BY NEW DEVICES +CONNECTIVITY + UI + BEAUTY –WHERE WE ARE NOW…                 ...
Re-Imagination of a Big Idea… We hope to rewire the way people spread and consume information…We think a more open and con...
Re-Imagination of Computing Devices…          THEN…                     NOW…   (Desktops / Notebooks)   (Tablets / Smartph...
Re-Imagination of User Interfaces…         THEN…                         NOW…    (Keyboard + Mice =        (Touch + Voice ...
Re-Imagination of Computing Operating Systems -iOS + Android = 45% Share vs. 35% for WindowsGlobal Market Share of Persona...
Global Smartphone + Tablet Shipments Exceeded PCs in Q4:10                               Global Unit Shipments of Desktop ...
Global Smartphone + Tablet Installed Base Should ExceedPC Installed Base in Q2:13E                               Global In...
Re-Imagination of Connectivity…        THEN…                     NOW…                                         27
125 Years In, Landlines Were Surpassed by Mobiles in 2002                                 Global Fixed Telephone Lines vs....
Re-Imagination of Knowledge…           THEN…                          NOW…   (Print Copies / Updated   (Accessible Everywh...
244 Years In, Encyclopedia Britannica Went Out of Print in 2012                                             Encyclopedia B...
Re-Imagination of Photography…               THEN…                                          NOW…                          ...
169 Years In, Standalone Compact Camera Shipments WereSurpassed By Smartphone (with Camera) Shipments in 2008             ...
Re-Imagination of Navigation + Live Traffic Info…               THEN…                                NOW…                 ...
20+ Years In, Portable Navigation Device Unit Shipments WereSurpassed by Waze User Additions in Q1:12Quarterly N. America ...
Re-Imagination of News + Information Flow…                 THEN…                                   NOW…                   ...
Re-Imagination of Note Taking…        THEN…                        NOW…                                     (Evernote)    ...
Re-Imagination of Files & Folders…                THEN…                                              NOW…                 ...
Re-Imagination of Content Organization / Aspiration…            THEN…                        NOW…                         ...
Re-Imagination of Magazines…          THEN…                           NOW…                                         (Flipbo...
Re-Imagination of Cash Registers…            THEN…                                  NOW…                                  ...
Re-Imagination of Borrowing / Lending Money…               THEN…                                         NOW…             ...
Re-Imagination of Idea Building / Funding…                THEN…                                NOW…                       ...
Re-Imagination of Recruiting / Hiring…               THEN…                                    NOW…                        ...
Re-Imagination of Product Design…           THEN…                                    NOW…                                 ...
Re-Imagination of Selling Digital Goods…               THEN…                                           NOW…               ...
Re-Imagination of Signatures…            THEN…                              NOW…                                          ...
Re-Imagination of Health Awareness…         THEN…                             NOW…                                    (Nik...
Re-Imagination of Door Locks…       THEN…                             NOW…                                         (Lockit...
Re-Imagination of Thermostats…        THEN…                               NOW…                                            ...
Re-Imagination of Education…               THEN…                                           NOW…                           ...
Re-Imagination of Learning…          THEN…                                  NOW…  From learning by listening to learning b...
Re-Imagination of The Rose Bowl…     Games are even more engaging for fans with the     sports screen trifecta - mobile / ...
Re-Imagination of Data –Big to Bigger to Bigger & It’s Still “The Wild West”… In less than ten years, Facebook garnered ma...
…Re-Imagination of Data –Big to Bigger to Bigger and It’s Still “The Wild West”… Amount of global digital information crea...
…Re-Imagination of Data –Big to Bigger to Bigger and It’s Still “The Wild West”If Facebook can create a ‘front-end’ to mas...
Re-Imagination of Data –Help Me, Help You, Help Others…         Waze                    Jawbone UP                      Ye...
Re-Imagination of Always On…            Bluetooth                                                                    Wi-Fi...
Magnitude of Upcoming Change Will be Stunning -We are Still in Spring Training•   Nearly Ubiquitous High-Speed Wireless Ac...
ASSET-LIGHT GENERATION –FROM HAND TO CLOUD & BACK…RISE OF THE SHARING ECONOMY                              59
Who Ya Gonna Text?           to tune of ‘Ghostbusters’  You Can Walk Out Your Door…  With the Clothes on Your Back, a Char...
Mobile Internet Re-Imagining Asset-Heavy Lifestyle        Asset–Heavy Lifestyle Consumes:    Space              Time      ...
Asset-Light Lifestyle Frees: Space…      Asset–Heavy…                Asset–Light…                                         ...
…Frees: Time…     Asset–Heavy…   Asset–Light…                                   63
…And Frees: Money     Asset–Heavy…   Asset–Light…                                   64
Be a 25 Year Old…                    65
From Hand to Cloud & Back…Cherry Car Wash…  Pull Out Your Smartphone                     Set Location   Choose Service    ...
Asset-Light Generation –Music…          Asset-Heavy…                                   Asset-Light…                       ...
Asset-Light Generation –Video…          Asset-Heavy…                                 Asset-Light…                         ...
Asset-Light Generation –Housing…           Asset-Heavy…                                        Asset-Light…               ...
Asset-Light Generation –Getting Around / Riding…           Asset-Heavy…                                    Asset-Light…   ...
Asset-Light Generation –Services…             Asset-Heavy…                                        Asset-Light…            ...
Asset-Light Generation –Textbooks…            Asset-Heavy…                                      Asset-Light…              ...
Asset-Light Generation –Wallet…          Asset-Heavy…                                       Asset-Light…                  ...
Asset-Light Generation –Employment…      Asset-Heavy…                        Asset-Light…                                 ...
Re-Imagination of Flexibility…  Easier for Consumers to Get What  They Want When They Want it…  Easier for Crafty & Flexib...
NET, LOTS OF STUFF BEING RE-IMAGINED AND THERE’S A LOT MORETO BE RE-IMAGINED…                                  76
Consumer Internet ‘White Space’To Be Re-Imagined…                1)   Ear (+ Body) - owing to better devices (wireless    ...
…Consumer Internet ‘White Space’To Be Re-Imagined                           4)       Back Pocket – 600MM+ credit cards in ...
USA Student Loans Outstanding = $914B, Up 8x vs. 10 YearsAgo, Higher Than Auto Loan & Credit Card Debt            USA Hous...
USA, INC. – A LOT TO BE EXCITEDABOUT IN TECH, A LOT TO BEWORRIED ABOUT IN OTHER AREAS                                  80
‘Made in USA’ Smartphone Operating Systems = 88% Share from 5% Six Years Ago                                        Global...
USA, Inc. – Biggest Gap Between Revenue &Expenses in USA History Outside of World War I & II                              ...
83
84Copyright 2012. All rights reserved.
America’s Debt Level Relative to Other Countries – You Do the Math…                         2010 Gross                    ...
USA Inc. @ kpcb.com / youtube.com / amazon.com     186K+ Total Views     32K+ YouTube Views                               ...
THIS CYCLE OF TECH DISRUPTION ISMATERIALLY FASTER & BROADER THANPRIOR CYCLES…                                   87
DisclosureThe information offered in this presentation speaks to industry trends in general,and should not be construed as...
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Re-Imagination of Borrowing / Lending 2012 KPCB Internet Trends Year-End Update

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Re-Imagination of Borrowing / Lending Money… THEN… NOW… (Lending Club…) Brick ‘n Mortar Bank Branch / Paper Online Interface / Apply & Get Funded in Days / Applications / Lengthy Approval Process Lower Interest Rates For Borrowers / Better Diversification / Returns For Investors 41

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