Mary Meeker’s report on Internet trends is always enlightening and helps shape our discussions. As usual, I will not be the one to give you a snappy summary, but a deep concern.
It’s a stunning statement to say that when it comes to Internet users, we are no longer number two, behind China, but number three, behind India as well. Think about the recent issues Apple had to deal with in regards to sourcing with Indian companies to open their retail stores.
We were first and we came up with great products, and now the question is: will we soon be nowhere in overall strategies? Already Africa is doing amazing things in ecommerce and China is high volume but less innovation.
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