Trevor Scott Profile picture
No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.

May 30, 2018, 15 tweets

Thread: My favorite slides from Kleiner Perkins 2018 Internet Trends:

1. The rise of the messengers

2. The rise of voice

3. I still can't believe Apple missed voice with its lead in SIri... $AMZN

4. There is a growing divide between new and old companies...

5. Analysts don't know how to handle accelerating growth rates...(but this is happening...)

6. Social Media knows you best and therefore can advertise to you best $FB $FB $FB $0700... #insta #ai #photos

7. We can already see this effect happening here, but it will accelerate. $FB $FB $FB

8. "It wasn't over, it still isn't over!" #socialmedia $FB

9. Data is the new oil.

10. Amazon has flywheels inside a flywheel. $AMZN

11. The rise of China...(Munger pushed China big time at Berkshire's annual meeting this year. It's the most interesting area for me right now).

12. To see the future, look to China #crystalball #privacy

13. Where will banks be in 10 years? #uglytruth

Thanks.
Full 294 slide deck.
kpcb.com/internet-trends

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