Vietnam 2009-2011

INTERNET TRENDS Web 2.0 Summit San Francisco, CA Mary Meeker (mmeeker@kpcb.com) October 18, 2011 right of first publication 2011. alto deceaseher rights reserved. Copyright 2011. whole rights reserved. www.kpcb.com/internettrends2011 1 KPCB (digital Venture + Digital Growth) 2011 Investments Copyright 2011. on the whole rights reserved. 2 Internet Trends 1. 2. 3. 4. 5. 6. 7. 8. 9. Globality We Arent In Kansas Anymore Mobile earlyish Innings Growth, Still user Interface Text ? Graphical ? pretend / Sound / bunk Commerce Fast / Easy / swordplay / Savings = to a greater extent Important Than Ever Advertising Lookin candid Content fundament Changed Forever Technology / Mobile lead Americans Should Be regal Mega-Trend of 21st Century = Empowerment of large number via affiliated Mobile Devices Authentic Identity The Good / Bad / Ugly. but Mostly Good? 10. Economy Lots of Uncertainty 11. fixing force Inc. Pay Attention! 12. Clo sing Thoughts Copyright 2011. either rights reserved. 3 GLOBALITY WE ARENT IN KANSAS ANYMORE Copyright 2011. all told rights reserved. Apple, Google, Amazon.com & Facebook Remain Mega-Leaders; Chinese (& Russian) Companies Continue to Step Up pasture 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Total Copyright 2011. All rights reserved.

Y/Y Trend Company Apple Google Amazon.com ? Facebook ? Baidu eBay Tencent Priceline.com rube! Yahoo! japan Salesforce.com Rakuten NHN Liberty Interactive ? Yandex Expedia LinkedIn Netflix ? Mail.ru Netease Alibaba.com Verisign Ctrip Sina.com Rackspace Region ground forces regular ! army ground forces the States mainland china regular army China USA USA Japan USA Japan Korea USA Russia USA USA USA Russia China China USA China China USA 2011 Market Value ($B) $373 177 108 77* 46 42 41 24 20 20 17 15 10 9 8 8 8 6 6 6 5 5 5 5 5 $969 2010 Revenue ($MM) $76,283 29,321 34,204 -1,216 9,156 2,967 3,085 6,325 2,995 1,657 4,286 1,062 8,932 447 3,348 243 2,162 324 836 854 681 424 403 781 $191,992 5 Note: 2011 info as of 10/12/2011; *Facebook market value...If you want to get a full essay, order it on our website: BestEssayCheap.com

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