这种颠覆比这些数字所显示的要深刻得多。在电商领域,诸如地理定位、机器学习等技术的采用正在“加速改变零售业”。同时大规模数据收集即将产生深远影响。米克尔认为,站在剧变门槛上的一个行业是医疗保健——监管和共享数据面对的障碍减慢了创新的步伐,但她称,这一领域变革的时机现在已经成熟。
Despite Ms Meeker’s optimism about competition, however, the picture that emerges from her global snapshot also shows the effects of increasingly heavy concentrations in some digital markets.
虽然米克尔对竞争感到乐观,但从她的全球快照也可以看出某些数字市场越来越高度集中的后果。
Google and Facebook, for instance, accounted for 85 per cent of online advertising in the US last year, up from 76 per cent a year before. In the media world, Ms Meeker estimates that Spotify has already secured 20 per cent of global music revenues, and Netflix 30 per cent of home entertainment revenue in the US. These digital-first companies reflect a trend towards increasingly personalised services, she says: “It speaks to the power of the algorithms and the data. It improves pricing for users and consumer satisfaction.”
例如,谷歌和Facebook去年占了美国在线广告的85%,高于一年前的76%。在媒体界,米克尔估计Spotify已占到全球音乐收入的20%,Netflix占美国家庭娱乐收入的30%。这些数字服务提供商反映了越来越偏向个人化服务的趋势。她说:“这说明算法和数据的力量。它改善了用户面对的定价和消费者满意度。”
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