Sunday, June 3, 2018

Diving Into Mary Meeker's 294 Page Technology Report

Some interesting slides.  Some factors such as low employment and increasing debt level can be applied in the Korean situation.

From Mish’s blog:


Mary Meeker gave her annual report on internet trends Wednesday at Recode's Code Conference.
Here are some slides that caught my eye. The comments beneath each chart are mine.
Social Media Role in Product Purchases
Social media plays a huge role in purchases. This explains the ad revenue of Facebook.
Household Debt Highest Ever Despite Low Unemployment
Household debt is high and rising. The Fed blew another housing bubble (everything bubble really).
Disturbing Trends in Savings and Debt-to-Income Ratio
People save less and less. Don't let the percentage fool you. Most people don't save anything.
Technology Disruption Curves


That fascinating chart explains what is about to happen with autonomous vehicles in the next decade.

https://www.themaven.net/mishtalk/economics/diving-into-mary-meeker-s-294-page-technology-report-uIHI5m3dvESJPZADEzp9mA/

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