New KPCB Report and My Takeaways

In case you’ve missed the new (well, 1.5 months old) 2017 KPCB Internet Trends report, here it is. As always, it’s a fascinating 355-slide deck of charts and graphs that cover everything from advertising to macroeconomics.

Here are some less than obvious insights I noted. What did you find interesting?

  • Ads
    • Ads vary significantly in how much they annoy customers: mobile pop-ups are the worst
  • Social Media
    • Unexpected popularity of weird YouTube channels, e.g. people who record themselves unboxing stuff
  • Delivery / On-Demand Economy
    • Trending up across the board: from Amazon to Doordash
    • Amazon eating the world with Amazon Basics brand
  • Gaming and VR
    • Gamer’s average age: 35
    • More weird entertainment: the # of people watching other people play games keeps growing
    • Games have higher engagement in minutes/day than Facebook (per active user)
    • VR and gamification of the real world: Stanford Football, Peloton and all kinds of mobile apps
    • Virtual world simulations: Improbable
    • eSports growth
  • Media
    • Continued growth of the subscription model and personalization: Spotify and Netflix dominate
  • Enterprise Software
    • Interfaces become more humane as reflected in growing designer/developer ratios
  • China
    • On-demand bike sharing
    • AliPay + WeChat
  • Macro Trends
    • US Deficit
    • 60% of most valued companies started by 1st or 2nd generation immigrants
    • 50% of most valued companies started by 1st generation immigrants

Some screenshots:

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