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10 ways technology companies have to adapt, or die

The tech world only stops to gawk for a few choice events: Apple product launches, Marc Andreessen tweetstorms and Mary Meeker’s slide presentations.

Meeker, a partner at the influential venture capital firm Kleiner Perkins and arguably the center of the Silicon Valley hype machine, released her 20th annual Internet Trends report on Wednesday.

Much has changed since her first presentation in 1995: Apple has replaced Netscape as the top public Internet company by market cap and the number of mobile phone users has gone from 80 million (1% market penetration) to 5.2 billion (73% penetration).

The latest 197-slide presentation pulls together data from a range of sources to highlight changing smartphone habits, the growing millennial workforce, factors driving the on-demand economy and the ever-present question of whether the technology industry is in a bubble.

“There are pockets of Internet company overvaluation, but there are also pockets of undervaluation — the one rule is that very few companies will win — those that do — can win big,” Meeker writes in one slide of her presentation.

Without further ado, here are the key slides from her presentation that will have people in the tech industry talking about what their audience wants— at least until the next Andreessen tweetstorm.

Tech financing is above 1999 levels, but still below the 2000 Dot Com peak.

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Internet and smartphone user growth are slowing

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Internet advertising growth remains strong, though. And as always, Meeker sees a huge gap between time spent on smartphones and tablets — and advertising dollars spent on those devices.

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Average income from on-demand services is increasingly significant to workers

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Blame Snapchat: more and more people are looking at vertical videos

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Drone shipments are taking off

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Millennials never part with their smartphones

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Millennials are also viewed as being more narcissistic by hiring managers than previous generations

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India, not China, is adding more Internet users than any other country

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