Mary Meeker’s 2018 deck is out, and one statistic jumped out at me: 0% shipment growth of new smartphones in 2017.
If there is a bubble, it floats on smartphone adoption.
As you click through the slides, just notice how many of the screenshots appear as an elongated vertical rectangle “smartphone” screen rather than a boxier “computer” screen.
The on-demand jobs featured on slides 164 through 175? Worker autonomy through smartphones.
Those consumer-mirroring enterprise messaging and data storage apps seen in slides 263 through 277? Useful because of smartphones.
With 0% shipment growth we’re quickly approaching a static pool of “new” customers, users, and workers. And then how will tech companies with smartphone-dependent products continue to grow?
Liz Welsh 