قالب وردپرس درنا توس
Home / Technology / "Queen of the Internet" explains where the web leads next

"Queen of the Internet" explains where the web leads next




<div _ngcontent-c14 = "" innerhtml = "

Mary Meeker, the acclaimed Internet analyst, released her annual" Internet Trends "in June, and the 2019 issue is a presentation with 333 slides that are both insightful and uncomfortable Truths is filled with the present and future of the connected world.

Mary Meeker, Partner at Kleiner Perkins Caufield & Byers, gesturing at the Web 2.0 Summit in San Francisco, California, USA, on Tuesday, October 18, 2011. The conference brings together 1,000 executives in technology, media, finance, telecommunications, entertainment and the Internet Photographer: Tony Avelar / Bloomberg *** Local Caption *** Mary Meeker

BLOOMBERG NEWS

All reputable investors should read it. [19659004] We all constantly consume news on the Internet and scan social media feeds, and we probably all think we understand the big, important trends.

Unfortunately, si Our beliefs are often shaped by uninformed opinions that are simply huge, dismissing investable trends as hype.

Meanwhile much of what we think, we know about the technology and the internet just is not true.

Meeker has been publishing an internet trend report since 1995. At that time she was an analyst at Morgan Stanley, and for Amazon.com and Google, a wacky search engine company, that was still a beginning developing to the alphabet .

In a time of naysayers, she saw the bigger trends in e-commerce and search. Later, she also expected the rise of Chinese Internet, mobile and video game culture.

Meeker is today Principal at Bond, a $ 1.25 billion venture capital firm. She earned her nickname, Queen of the Internet, by scouring the past and searching through datasets to get the big trends right, important digital trends such as online advertising and cloud computing .

Digital advertising is the lifeblood of Alphabet and Facebook . Contrary to popular belief, sales in the US rose by 22% in 2018. And programmatic advertising, part of the market dominated by Trade Desk now has 62% of the market.

During Privacy The challenges are increasing and investors are escaping an important trend when they argue that digital advertising as a business model is doomed to failure.

After all, the vast majority of ads will be digital because their effectiveness is more measurable. Acceptance of consumer advertising has increased.

This acceptance can create freemium business models.

Meeker notes that there are 2.4 billion interactive gamers worldwide, a growth of 6% in 2018. Fortnite, an online gaming phenomenon, has 250 million active users. They are attracted to the free-to-play platform because they can play in real time, build communities and interact with other players.

Epic Games, Fortnite publisher, makes money selling V-Bucks, which can be used to purchase digital items such as dance moves, extra lives, and avatar skins. Players can also buy battle passes that unlock different parts of the game.

LendEDU, an online student lending team, surveyed Fortnite players in 2018. Researchers found that 69% of gamblers made purchases in the game, spending an average of $ 84.67 apiece year on. And 25% also subscribed to Twitch, an Amazon.com streaming service where they uploaded and watched gameplay.

According to a TechCrunch story released in January, Epic sold virtual trinkets and passports for $ 3 billion in 2018.

This is not the first time that a company has achieved gold by placing its product. Google Documents, a free equivalent of the Microsoft Office Productivity Suite, became very popular with students and small businesses when it was officially launched a decade ago. The number of users grew to more than 1 billion.

G Suite, the Enterprise version, today has more than 5 million paid customers.

It is a business model successfully emulated by Zoom and . Slack two smaller corporate communications companies. The goal is to find a target audience with an intuitive user experience that will then trick customers into paying to unlock more features.

These new freemium companies are based on software that lives in the cloud persistent theme in Meeker's work. She notes that 22% of enterprise workloads have been migrated to the cloud, a two-fold improvement over five years ago. The trend is accelerating as more and more digital tools such as machine learning and data analytics are developed to enhance the customer experience.

The cloud infrastructure is dominated by Amazon Web Services, Microsoft Azure, and Google Cloud.

This may be the largest and most frequent persistent Internet trend: Three massive companies have become building blocks for the future of commerce and commercial interaction.

Managers in these companies understand the landscape. You see the bigger trends when most tectonic shifts are dismissed as hype.

Amazon's analysts and industry observers were amazed in 2014 when managers paid $ 970 million to buy Twitch. The 3-year-old streaming site had only 55 million users and was primarily aimed at people who saw other video games.

Compliance with e-commerce escaped most observers.

Bidding for Twitch has been hotly contested. Google and Yahoo! were also in the mix before they finally lost.

What the Amazon executives saw back then is the bigger trend that Meeker explains today: gaming is the natural evolution of the sport for a generation that grew up with PlayStation and Xbox consoles. It is also a purely digital experience that is ripe for transformative business models from the cloud.

In the coming weeks there will probably be a lot of disagreements about the future of these online giants. Some will warn that breaking up big tech will destroy synergies and shareholder value.

Amazon, Alphabet and Microsoft trade with 48x, 20x and 26x forward earnings. While this may seem expensive, most of their business expansion is still to come as companies shift more workloads to the cloud.

Investors should consider using short-term vulnerabilities for Amazon, Alphabet, Microsoft, and Trade Desk to develop long-term solutions. temporary positions. The digital transformation of our business and social worlds is still a big trend, many miles ahead of its completion.

">

Mary Meeker, the renowned Internet analyst, released her annual" Internet Trends "in June The 2019 issue is a 333 slide presentation filled with insights and uncomfortable truths about the present and future of the connected world

Mary Meeker, Partner at Kleiner Perkins Caufield & Byers, gesturing at the Web 2.0 Summit in San Francisco, California, USA, on Tuesday, October 18, 2011. The conference will bring together 1,000 technology, media, and industry leaders. Finance, Telecommunications, Entertainment and Internet Together Photographer: Tony Avelar / Bloomberg *** Local Caption *** Mary Meeker

BLOOMBERG NEWS

All reputable investors should read it.

We all constantly consume news on the Internet and scan social media feeds nds.

Unfortunately, our beliefs are often dominated by uninformed opinions, which means that it's too easy, huge, to dismiss investable trends as hype.

In the meantime, much of what we believe we know about technology and the Internet is simply not true.

Meeker has since published an Internet Trend Report in 1995. At that time she was an analyst at Morgan Stanley, and it was early for Amazon.com and Google, a crazy search engine business, to become Alphabet would develop.

] In a time of naysayers, she saw the bigger trends in e-commerce and search. Later, she also expected the rise of Chinese Internet, mobile and video game culture.

Meeker is today Principal at Bond, a $ 1.25 billion venture capital firm. She earned her nickname "Queen of the Internet" by scouring the past and searching through datasets to get the big trends right, important digital trends like online advertising and cloud computing.

Digital Advertising is the lifeblood of Alphabet and Facebook . Contrary to popular belief, sales in the US rose by 22% in 2018. And programmatic advertising, part of the market dominated by Trade Desk now has 62% of the market.

During Privacy The challenges are increasing and investors are escaping an important trend when they argue that digital advertising as a business model is doomed to failure.

After all, the vast majority of ads will be digital because their effectiveness is more measurable. Acceptance of consumer advertising has increased.

This acceptance can create freemium business models.

Meeker notes that there are 2.4 billion interactive gamers worldwide, a growth of 6% in 2018. Fortnite, an online gaming phenomenon, has 250 million active users. They are attracted to the free-to-play platform because they can play in real time, build communities and interact with other players.

Epic Games, Fortnite publisher, makes money selling V-Bucks, which can be used to purchase digital items such as dance moves, extra lives, and avatar skins. Players can also buy battle passes that unlock different parts of the game.

LendEDU, an online student lending team, surveyed Fortnite players in 2018. Researchers found that 69% of gamblers made purchases in the game, spending an average of $ 84.67 apiece year on. And 25% also subscribed to Twitch, an Amazon.com streaming service where they uploaded and watched gameplay.

According to a TechCrunch story released in January, Epic sold virtual trinkets and passports for $ 3 billion in 2018.

This is not the first time that a company has achieved gold by placing its product. Google Documents, a free equivalent of the Microsoft Office Productivity Suite, became very popular with students and small businesses when it was officially launched a decade ago. The number of users grew to more than 1 billion.

G Suite, the Enterprise version, today has more than 5 million paid customers.

It is a business model successfully emulated by Zoom and . Slack two smaller corporate communications companies. The goal is to find a target audience with an intuitive user experience that will then trick customers into paying to unlock more features.

These new freemium companies are based on software that lives in the cloud persistent theme in Meeker's work. She notes that 22% of enterprise workloads have been migrated to the cloud, a two-fold improvement over five years ago. The trend is accelerating as more and more digital tools such as machine learning and data analytics are developed to enhance the customer experience.

The cloud infrastructure is dominated by Amazon Web Services, Microsoft Azure, and Google Cloud.

This may be the largest and most frequent persistent Internet trend: Three massive companies have become building blocks for the future of commerce and commercial interaction.

Managers in these companies understand the landscape. You see the bigger trends when most tectonic shifts are dismissed as hype.

Amazon's analysts and industry observers were amazed in 2014 when managers paid $ 970 million to buy Twitch. The 3-year-old streaming site had only 55 million users and was primarily aimed at people who saw other video games.

Compliance with e-commerce escaped most observers.

Bidding for Twitch has been hotly contested. Google and Yahoo! were also in the mix before they finally lost.

What the Amazon executives saw back then is the bigger trend that Meeker explains today: gaming is the natural evolution of the sport for a generation that grew up with PlayStation and Xbox consoles. It is also a purely digital experience that is ripe for transformative business models from the cloud.

In the coming weeks there will probably be a lot of disagreements about the future of these online giants. Some will warn that breaking up big tech will destroy synergies and shareholder value.

Amazon, Alphabet and Microsoft trade with 48x, 20x and 26x forward earnings. While this may seem expensive, most of their business expansion is still to come as companies shift more workloads to the cloud.

Investors should consider using short-term vulnerabilities for Amazon, Alphabet, Microsoft and Trade Desk to develop long-term solutions. temporary positions. The digital transformation of our business and social worlds is still an important trend many miles from its completion.


Source link