| TLDR: 1. Still more runway for smartphone usage - 30% mobile penetration 2. Tablets growing with plenty of penetration opportunity - 400M+ tablets vs. 800M Laptops and 1.6B smartphones 3. Mobile internet install base will be 10x desktop install base 4. More mobile, more security problems 5. Things aren't so bubbly when compared to 2000 6. Youtube is teaching your kids and that's a good thing (my words) 7. Healthcare will hopefully get better with technology 8. People love chat apps and sharing videos + pics 9. Apps are unbundling: "There's an app for that..." 10. Turn all your content into lists and you will strike
social distribution gold (my words) 11. Apps will save you time, money, find your next love, and do everything else for you same day by removing the friction of human interaction. 12. Any bitcoin based chart looks like a hockey stick (my words) 13. Big data slides - real time, sensors, cloud, data mining 14. Hardware costs down, cloud usage up 15. Online video is big and will be on your TV too 16. China 17. Drones |