Mary Meeker’s 2016 internet trends report: All the slides, plus highlights

• There are now about 3 billion global internet users, but user growth is stalling at about 9% year-on-year.
• But internet use in India is skyrocketing—it’s now the second-largest market behind China, passing the US, with over 277 million users.
• Smartphone sales are slowing, as is the yearly growth in the number of smartphone users, down to 21% from 31% last year.
• Internet advertising in the US has grown by about 20% since last year, reaching $60 billion—two-thirds of that growth has come from an increase in spending on mobile ads.
• Facebook $META’s yearly advertising revenue (up 59%) grew much more than Google $GOOGL’s (18%) last year.
• Online video ads are ineffective: 81% of people surveyed mute video ads, 62% are annoyed by pre-roll ads, and 92% have considered using ad-blocking software.
• Internet sales have increased from less than 2% of all retail sales in the US in 2000 to about 10% in 2015.
• But there’s still some room to grow in real life too: Online glasses store Warby Parker now makes more money per square foot in its US retail stores than Tiffany’s or Michael Kors.
• The time it takes retailers to get to $100 million in online sales is shrinking. It took Nike $NKE 14 years from the time its retail site launched, compared to nine years for Lululemon $LULU, and eight year for Under Armour $UAA.
• The rising Snapchat generation: Millennials communicate with text, but Generation Z prefers to communicate with images.
• The average Snapchat user plays with sponsored lenses for 20 seconds.
• Brand power in Facebook Live: When “Chewbacca mom” mentioned retailer Kohl’s twice in her viral video, the store’s app shot to the top of the downloads chart on the US iOS App Store.
• There are now over 3 billion images shared daily between Snapchat, Facebook, Facebook Messenger, Instagram, and WhatsApp—all but one of which are owned by Facebook.
• 55% of Pinterest $PINS users use the site to find products they want to buy.
• Messaging apps are moving from simple text tools to communicate with friends to platforms for commerce.
• There are 10 million business accounts on WeChat, and about 80% of all users follow one.
• Generation Y is the first generation to prefer chatting over the web or social media to talk to businesses, rather than over the phone.
• Computer recognition of speech has gone from about 70% to 90% accuracy in the last five years.
• 65% of US smartphone owners now use a voice assistant.
• By 2020, at least 50% of all searches online will be through voice or image search, according to Baidu’s chief scientist Andrew Ng.
• Only about 5% of US Amazon $AMZN customers own an Amazon Echo—fewer than those that own a Fire TV streaming device.
• It’s time for self-driving cars: The average urban US worker spends about 42 hours a year sitting in delays on their commute, and the average person’s car is only in use about 4% of the time.
• Millennials don’t drive like their parents did: Only 77% of 16-44 year-olds have their licenses in the US today, compared with 92% in 1982.
• 71% of the time spent on mobile in China is divided between properties owned by three companies: Tencent, Alibaba, and Baidu.
• 31% of Chinese WeChat users purchase something from retailers though the chat app.
• About 70% of the roughly 6.3 billion on-demand rides requested around the world in the first quarter of 2016 were requested in China.
• There’s been a 263% increase in the last three years of non-technology companies acquiring and investing in tech companies, such as GM buying Cruise Automation, and Fox Sports investing in DraftKings

Also: Last year’s deck, plus highlights