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
Comments
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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?
Posted by: John Milan | November 8, 2006 3:39 PM
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.
Posted by: Emre Sokullu | November 8, 2006 9:26 PM
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.
Posted by: sr | November 11, 2006 9:10 AM
thanks for the analysis, very useful
Posted by: michael addicott | November 11, 2006 11:38 AM
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.
Posted by: Richard MacManus | November 11, 2006 11:53 AM
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/
Posted by: Paul van Veenendaal | November 12, 2006 9:50 AM