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June 03, 2016

Mary Meeker's Report is Out and So is the US.

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.\

Internet Trend Report

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.

Alacatel-Lucent was French, but now is Nokia, which is a nice way of saying the wagons were circled because Huawei impacted pricing.

All of this is coming to a point, and that point is to strategize about India. India has become the focus for outsourced services. Companies like Infosys, Tata and Tech Mahindra are our brain trusts. More importantly, we have a history of having offices in India. Currently, there are more than 100,000 employees of major US firms based in India.

Now, the reason I am on this rant is because I consider the biggest concern right now to be one of standards.

China, which has often been accused of patent infringing, has some mobile standards and patents of their own. With Huawei penetrating the market, particularly in the rest of the world, and Snowden’s revelations offering evidence that U.S. technology may also include spy ware, price still drives competition.

India’s role as a cost savings outsourcer should also be viewed as a place to provide a platform for the standards the U.S. supports.

In theory this is a great alliance, but India is feeling its growing power and could very well become the battle ground for “5G” standards. 

Edited by Ken Briodagh

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