Thursday, May 05, 2011

Megatrend Watch

From VC Fred Wilson:

But right now we are in the midst of a number of these megatrends all happening at the same time. There are at least four big ones going on at the same time:

- Mobile - yesterday I wrote that at least 16% of the visits to this blog are coming from mobile devices and that number is up from essentially zero six quarters ago

- Social - Facebook will have 1bn users in the next year or so

- Cloud - A third of Netflix' new subscribers are opting for the streaming only plan

- Global - companies like Skype, Facebook, Twitter, Google see upwards of 80% of their users from outside the US and these numbers are growing faster than ever

Each one of these megatrends would be an investable wave on its own. But we are in an environment when all four are crashing on the shore ata the same time. Twitter, for example, is mobile and social and global. It is the world in your pocket. And it is changing the world too.

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