Analysis of Mary Meeker’s Internet Trends – Notebook


Each year, Mary Meeker and team put together the Internet Trends report that draws together an ever growing collection of charts and analysis about the state of our Internet-driven world, from the latest companies to industry and economic impact. Over the years, the report has gone on to include analysis of markets like China and India. Being a production of the Kleiner Perkins Caufield & Byers venture capital firm, the focus is typically on new technologies and the corresponding business opportunities: you know, the stuff like “millennials like using their smartphones” and the proliferation of smartphones and Internet globally.These reports are good for more than just numbers-gawking, but can also give some quantitative analysis of new, technology innovations in various industries. The consumer and advertising space consumes much of this business analysis, but for example, in this year’s report, there’s an interesting analysis of health-care and transportation (bike sharing in China!). For enterprises out there, it may seem to over-index on startups and small companies, but that doesn’t detract from the value of the ideas when it comes to any organization looking to do some good, old-fashioned “digital transformation.”

Normally, I’d post my notebook things here, but the Pivotal blog overlords wanted to put this in on the Pivotal blog, so check it out there.

Digging behind the headlines about factory robots and self-driving cars, wearable computers and digitized medicine, Carr explores the hidden costs of allowing software to take charge of our jobs and our lives. Drawing on history and philosophy, poetry and science, he makes a compelling case that the dominant Silicon Valley ethic is sapping our skills and narrowing our horizons.

Blurb from Nicholas Carr’s upcoming book, The Glass Cage

The single most important lesson we learn from the short history of the consumer internet industry is that winning internet business models are engineered around consumers. In fact, consumer internet businesses must be designed, architecturally, to be more consumer centric than their physical world equivalents. This is because, fundamentally, the internet increases transparency and information availability to reduce friction, and thus shifts market power to users relative to physical world models. Therefore, competitors can and will exploit every opportunity to be more consumer centric, a dynamic fuelled by the quasi absence of barriers to entry into the industry.

Michael Zeisser (via datainsightsideas)

Sounds interesting…?

The kookie, nerd uncle

My 16-year-old cousin: I broke my phone.
Me: I will give you an iPhone 5s if you agree to one condition.
Young cousin: Deal.
Me: I’m also going to send you a three-pound bronze plaque that says “Donated by the world’s best uncle/cousin” and you need to superglue the phone to the plaque and carry both with you at all times.
Young cousin: That’s fine.

From [here](http://blogs.law.harvard.edu/philg/2013/12/06/how-much-do-teenagers-love-the-iphone/).

IT – SaaS = ?

What gets left over after cloud? I like to bandy about the “formula”

IT – SaaS = ?

The point of it is, once/if packaged software running on-premises goes away, what’s left? Well, custom development mostly (“developers”), at larger companies (putting aside small ISV/SaaSes, who else can afford developers?), and keep the lights on stuff like keeping the network up. It’s imperfect, but it’s a good thought starter.

Along those lines, here’s some (older), interesting comments from BMC’s CEO in what businesses are wanting to spend money on:

“We are not seeing a dramatic jump in IT spending due to those IT trends [of cloud, social, mobile and analytics].

”[Businesses] are going to spend far less on IT functions and will spend that saving to grow the business and innovate. They’re using technology to do both parts of that,“ said Beauchamp.

Also, for the BMC watchers out there, on the mainframe/distributed split:

”[The mainframe business] is a third of our business, but it’s important to our business [because] it’s important to our financial services industry customers,“ Beauchamp told ComputerworldUK.

IT – SaaS = ?

Even Google’s CIO clamps down on IT

“The important thing to understand about Dropbox,” Fried said, “is that when your users use it in a corporate context, your corporate data is being held in someone else’s data center.”

I’m fascinated by this idea of “corporate data.” It makes perfect sense, of course, but as always with IP, it opens up weird cans of intellectual worms if you start to get all pissy.

As one astutely snarky commenter added:

But the quote in the article sounds like precisely [like] the reason for any other company’s CIO to object to storing their data on Google Drive.

Even Google’s CIO clamps down on IT

Survey: Email, calendaring, HR top list of SaaS buyers’ priorities

“Most IT decision makers have had personal experience with personal webmail or Web calendaring applications, such as Google Calendar,” Scavo wrote. “It is not surprising, then, to see these personal productivity applications leading the list of SaaS investment plans.”

I can’t wait for consumer tech to take over. More than likely it’s a generational thing – what I call a “retirement problems” the IT decision makers who are comfortable with the old white-collar toolchain (and haven’t “grown up” on the new, mostly Google- and Apple-driven toolchain) are the boy with his finger in the dike.

Survey: Email, calendaring, HR top list of SaaS buyers’ priorities