Meeker’s annual report is much-celebrated and her track record on these reports is simply amazing — but I find a 238-slide deck to be a terrible way to communicate. There’s gold in here, but damn if it isn’t misery to find it. It’s like having to sit through an interminable PowerPoint presentation by yourself. It’s better just to watch the video of her presentation.
A few things I spotted:
- Slide 45 — On money spent by advertisers vs. time spent by people, print is still over-represented (by tradition) and mobile is still under-represented (novelty).
- Slide 99 — Meeker’s list of monthly active users for messaging services doesn’t include iMessage. I think it should.
- The series of slides starting at 111: “Re-imagining human/computer interfaces — voice and transportation”.
★ Wednesday, 1 June 2016