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The global growth rate for mobile internet subscribers has stalled

[Khadija Alam and Russell Brandom at Rest of World]

Mobile internet subscriber growth is significantly slowing globally:

"From 2015 to 2021, the survey consistently found over 200 million coming online through mobile devices around the world each year. But in the last two years, that number has dropped to 160 million. Rest of World analysis of that data found that a number of developing countries are plateauing in the number of mobile internet subscribers. That suggests that in countries like Pakistan, Bangladesh, Nigeria, and Mexico, the easiest populations to get online have already logged on, and getting the rest of the population on mobile internet will continue to be a challenge."

Many services - Facebook included - were able to grow rapidly by hitching a ride on the growth of the internet itself. It looks like that rapid growth is coming to an end, which will have implications for consumer startups down the line.

It will also fundamentally change the way we relate to the internet. It used to be that the majority of internet users were new: correspondingly, there was a shine to just being connected that overshadowed shortcomings. But we're finding ourselves in an era where most of us have been able to sit with the internet for a while, sometimes for generations. That inevitably leads to a more nuanced relationship with it - and in turn, more detailed thoughts around regulation, policy, and the kinds of applications we want to be using in the long term. That cultural change will be interesting to watch, and likely societally positive - but it will come with some downsides for tech companies and platforms.

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