My favorite read of the year and one that takes 3-5 times to catch the good stuff. I started reading her reports in 2010 and appreciate her narrative as well as her ability to simplify and connect a boat-load of important data. https://www.slideshare.net/kleinerperkins/internet-trends-2017-report
The two things that struck me the 2nd time thru and that may modify some of my investment narratives: the convergence of mobile advertising, content and location driving more foot traffic to physical stores (retail) and not to digital stores; and the situation in India. For India, i think a timing issue based on when per capita income increases across more of population.