Lilly: Median US mobile user installs zero new apps per month
John Lilly · 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile · Jan 23, 2017 · at 7:50
John Lilly, partner at Greylock, cites data regarding user behavior and mobile app market fatigue in the United States.
0:00 / 0:07exact quote · 7.3s
720p mp4 · rendered on demand · StarZero watermark
“The median number of installs by a user in America on mobile per month of a new app is zero.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from John Lilly
John Lilly disagrees with Fred Wilson's consumer tech downturn thesis
“I mean, I don't know exactly what Fred's been talking about consumer downturn, but I don't, I think there's plenty of space. So, I think most people didn't think there was space for Snapchat a couple years ago. Now, now people do. You used to look at Musical.l…”
Lilly: Microsoft has completely lost its software distribution advantage
“Microsoft has completely lost the distribution advantage, because people don't really create as much as a higher percentage of their material anymore on, on Windows machines.”
John Lilly argues Google Apps succeeded despite being a mediocre product
“I feel like the office, the Google office suite is not a great product, but it's amazing because it's on the web.”
Lilly: Mobile market will experience a secondary growth boom
“As you get, see more and more technology and mobile phones diffuse into how everybody works and how everybody lives, we'll start to see new use cases and we'll start to see a secondary boom.”
Lilly: Virtual reality and augmented reality will not merge over time
“Oh, yeah, I don't think so. I think a lot of people think they will. Good odds that I'm wrong, but I really think they're just different use cases. I think that the idea that you're putting on a headset to get away from the world is quite different than AR, wh…”
John Lilly: Low capital requirements create permanent seed investing ecosystem
“Like, I think what I would say is that we've created a sort of a permanent seed and angel investing environment, and because companies are getting created more and more with, like, less capital, with low capital requirements to get started I think we'll contin…”