Internet Trends 2014 R E
D E S I G N E D Picture from kpcb.com/internet-trends

Each year, Mary Meeker unveils
her fascinating Internet Trends presentation. And each year, her insights are inestimable and eagerly awaited. Picture from kpcb.com/partner/mary-meeker

But each year, I have
a problem with her slides.

As a presentation designer, I
find them rough and busy.

To the point it makes
them hard to understand.

So this year, here’s my
humble attempt at redesigning them. See “before & after” slides

Mobile App Revenue Still Trumps
Mobile Ad Revenue Apps Represent 68% of Mobile Monetization Source: Global Mobile App revenue per Strategy Analytics; comprises virtual goods, in-app advertising, subscription, & download revenue. Global Advertising revenue per PWC; comprises browser, search & classified advertising revenue. $0B $10B $20B $30B $40B 2008 2009 2010 2011 2012 2013 $2B $3B $6B $14B $24B $38B 16 App AdvertisingGlobal Mobile Revenue : +

Source: Thomson One 22 0
25 50 75 100 125 ’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12 ’13 77% less financing volume $24B $101B $50B 0 2000 4000 6000 ’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12 ’13 5,476 2,746 50% less companies financed 3,668 6,000 4,000 2,000 # of Financed Tech Companies Total Financing in $B 2013 Venture Financings (USA) Investment Volume Is 77% Below Peak Level

Remain Optimistic About Mobile Ad
Spend Growth Print Remains Way Over-Indexed Source: Advertising spend based on IAB data for full year 2013. Print includes newspaper and magazine. $30B+ opportunity calculated assuming Internet and Mobile ad spend share equal their respective time spent share. Time spent share data based on eMarketer 7/13 (adjusted to exclude outdoors/classified media spend). Arrows denote Y/Y shift in percent share. 15 38% 45% 25% 22% 20% 4% 12% 10% 5% 19% Time Spent Ad Spending TV Internet Mobile Radio Print Underspending on Internet and Mobile ~30B+ opportunity in USA x3.8x0.8x0.2x0.9x1.2

Embrace the Internet Trifecta 55
Critical Mass of Content + Community + Commerce Content 1 Provided by Consumers & Pros Community 2 Context & Connectivity Created by & for Users Commerce 3 Products Tagged & Ingested for Seamless Purchase

* USA ranks behind Luxembourg/Switzerland/Norway.
Source: OECD Programme for International Student Assessment, 2011 & 2012. The Institue for College Access & Success, 2014. Consumer Financial Protection Bureau. “Voice of the Graduate”, McKinsey/Chegg. 25 Education Facts (USA) It is expensive Secondary School Costs 4th/32 among OECD Countries for expenditure per student* 71% of 4-year college grads $30K Average Student Loan Debt $1T+ Total Debt (more than credit card & auto loan debt) Results are often subpar Higher Education Costs Public Schools 27th in Math 20th in Science 17th in reading College Job Prep 1/3 of 4-year college graduates don’t feel well prepared for employment Education is key but faces important realities +

Source: Company Data 63 Uploadable
/ Sharable / Findable Mojo Update 750MM+ cumulative Boards 30B+ cumulative Pins +50% Pin growth vs. 2013 130MM MAUs 3B page views per month 1.5MM images uploaded per day From 47B steps in 2011 To 2.4T steps in 2013 65MM registered users (+50% Y/Y) 100MM+ pounds lost by users $1B gross ticket sales (+60% Y/Y) 58MM tickets sold (+61% Y/Y) 1M events in 187 countries 13MM repositories (x2 Y/Y) 10K users added per day (=Earth to Saturn distance)

The Evolution of Messaging Brings
New Social Graphs Edges Have Potentially More Value Than Nodes 37 BEFORE TODAY Broadcasting few messages to many contacts Sending many messages to few contacts Ex: Facebook Ex: WhatsApp, Snapchat, WeChat

Consumers increasingly Expect to Watch
TV Content... On Own Terms 37 CIRCA 1950 CIRCA 2014 TV Set (Live) 100% of viewing 23% 10% 6% 4% 57% TV Set (Live) DVR/VOD/DVD Connected TV Computer Mobile Device Source: Horowitz Associates, State of Cable and Digital Media Report, 4/14. Note: Study based on 1,200 interviews in 1/14 among heads of households (18+) who watch any kind of TV. Live TV defined as watching linear programming that is not time-shifted from original programming time intended. TV Content defined as any type of video content. Computer includes desktop + notebook. Mobile includes smartphone + tablet.

Even if you are not
a well-known venture capitalist, I would be happy to help you with your next presentation. or contact me at : hello@emiland.me Visit www.emiland.me

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