Mary Meeker’s 2017 internet trends slides: The biggest takeaways

Legendary dot-com-era internet stock analyst Mary Meeker, now a partner at venture capital firm Kleiner Perkins Caufield & Byers, delivered her annual “internet trends” report this week at the Code Conference in California.

Meeker’s slide deck includes some 355 slides, ranging from big-picture economic and internet population data to deeper dives on the unique characteristics of China and India. But it’s really best to watch Meeker deliver the rapid-fire “state of the internet” in person — which is why we’re happy to host her at Code every year.

Kleiner Perkins Caufield & Byers partner Mary Meeker included a special focus on India’s fast-growing technology sector during her annual trends report today at Code Conference.

Here’s what she had to say about India, one of the “most fascinating markets for the internet on the planet.”

Global traffic generated from bots surpassed human-generated internet traffic last year, Mary Meeker said in her annual internet trends report, delivered at the Code Conference today at the Terranea Resort in California.

Surprisingly, 2016 wasn’t the first year that bots — automated software that can act on its own — created more internet traffic than humans. In 2012 and 2013, bots were also more active on the internet than people.

It turns out immigration is a boon for innovation in the United States. Sixty percent of the highest-valued tech companies were co-founded by first- or second-generation immigrants, according to Kleiner Perkins Caufield & Byers partner Mary Meeker’s annual internet trends report, which she presented at the Code Conference at Terranea Resort today.

That number is still pretty high even if you count just first-generation Americans. Half of all of the most valuable private tech companies in the United Sates were co-founded by immigrants — including Uber, SpaceX, Instacart, AppNexus and FanDuel.

Kleiner Perkins Caufield & Byers partner Mary Meeker is delivering her annual rapid-fire internet trends report right now at Code Conference at the Terranea Resort in California.

Here’s a first look at the most highly anticipated slide deck in Silicon Valley. This year’s report includes 355 slides and tons of information, including a new section on healthcare that Meeker didn’t present live.

Companies are increasingly worried about getting locked in with cloud vendors and not being able to switch to new providers, according to Mary Meeker’s annual internet trends report.

In 2015, 22 percent of respondents said they were concerned about lock-in, compared with 7 percent in 2012, according to Meeker. The data cited comes from Bain and Morgan Stanley.

Consumers increasingly are trying new tools to track their fitness habits, check in with their doctors and manage their own health care. But they have clear preferences when it comes to the companies they’re willing to share that information with.

Tucked into Mary Meeker’s annual presentation of internet trends at the Code Conference is a survey conducted in 2016 that found consumers are open to turning over their data to companies like Google, Microsoft, Samsung and Apple — but much more skeptical when it comes to Amazon, Facebook and IBM.