tag:,2008:/1/tag:72.47.210.69,2006://1.5137- 2008-12-03T22:27:56Z Comments for Mary Meeker: The State of the Internet, Part 3 Movable Type 4.23-en tag:72.47.210.69,2006://1.5137 2006-11-08T18:40:33Z 2007-12-16T23:16:29Z Mary Meeker: The State of the Internet, Part 3 Read/WriteWeb's Web 2.0 Summit coverage sponsored by Yahoo! At last year's Web 2.0 Conference, Mary Meeker of MorganStanley outlined how mobile and Asia were set for big growth. At this year's Summit, Meeker focused on video and monetizing that. Mary speaks at a million miles per hour and data points go past faster than one... Richard MacManus http://www.readwriteweb.com Read/WriteWeb's Web 2.0 Summit coverage sponsored by Yahoo!

At last year's Web 2.0 Conference, Mary Meeker of MorganStanley outlined how mobile and Asia were set for big growth. At this year's Summit, Meeker focused on video and monetizing that.

Mary speaks at a million miles per hour and data points go past faster than one can type them. So check out the slides for all the data details. Some quick notes:

  • It's tough to succeed on the Web - around 2% of tech companies create close to 100% of the wealth.
  • International markets are becoming crucial, as US share of world internet users falls from 37% to around 20% in 2007. China obviously, but also India and Russia are noted by Mary.
  • Mobile - entering the "adoption sweet spot" in 2007.
  • Growth is still going up - especially outside the US.
  • Just as Apple monetized online music, the market for online video is poised for similar growth
  • Momentum for online video continues to build
  • Effective editing of video will become more important - e.g. Yahoo's The 9.
  • Audio search will become more popular
  • Only 13% of top 15 online retailers are pure internet plays (Amazon is #1)
  • Watch where the younger generation goes
]]> tag:72.47.210.69,2006://1.5137-comment:40254 Comment from John Milan on 2006-11-08 John Milan http://intelligantt.blogspot.com I can't ask this without sounding very cynical-- which might mean it is cynical, but...

Meeker was one of the .com era's biggest cheerleaders. Does anyone feel a little uncomfortable seeing her attach herself to Web 2.0?

]]> 2006-11-08T23:39:47Z tag:72.47.210.69,2006://1.5137-comment:40255 Comment from Emre Sokullu on 2006-11-08 Emre Sokullu http://emresokullu Mobile - entering the "adoption sweet spot" in 2007.

I hope so.. People are slow to adopt mobile technologies, AFAIK there's still no "big thing" in mobile services area.

]]> 2006-11-09T05:26:22Z tag:72.47.210.69,2006://1.5137-comment:40256 Comment from sr on 2006-11-11 sr
In the first internet bubble - by the time
the Mary Meekers (and the suits)
of the world jumped on the
bandwagon, it was the beginning of the end.

I fear the same this time around.

]]> 2006-11-11T17:10:17Z tag:72.47.210.69,2006://1.5137-comment:40257 Comment from michael addicott on 2006-11-11 michael addicott http://cognitivelabs.com thanks for the analysis, very useful

]]> 2006-11-11T19:38:17Z tag:72.47.210.69,2006://1.5137-comment:40258 Comment from Richard MacManus on 2006-11-11 Richard MacManus http://www.readwriteweb.com/ Thanks Michael, but note that this post was just me typing notes from Mary's 10-minute set. The powerpoint I linked to is worth digging into for the real analysis.

As for Meeker's role in the last bubble, I agree it's something to bear in mind... but ultimately what interests me is the data - and she never fails to provide lots of it, for us to wrap our heads around. So personally I'm grateful for her firm releasing that data to us.

]]> 2006-11-11T19:53:53Z tag:72.47.210.69,2006://1.5137-comment:40259 Comment from Paul van Veenendaal on 2006-11-12 Paul van Veenendaal http://www.marketingfacts.nl Great presentation and thx for the quick notes.

I've put it on SlideShare:
http://slideshare.net/yizmo/the-state-of-the-internet-web-20/

]]> 2006-11-12T17:50:05Z