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interesting. it seems to go against current wisdom. Does that mean that any growth of online products is coming from new users or are we online service folks competing in a bubble of limited attention.
Thanks for sharing as always.
I think it suggests that growth will come from two sources. One — as you point out — new users or light users that become heavier users. Two, users who abandon one site or service to spend time (or more time) with a different service.
It will be interesting to watch the growth (or tapering growth) of Google.com. There’s plenty of growth opportunity for Google’s mobile search and search activity on other services (say YouTube or Twitter), but I’m guessing it will experience slower growth on its most profitable service: Search queries at the Google.com site.
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