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Every time I come to a Web 2.0 conference, Mary Meeker's presentation is what I most look forward to! She's been doing them for eight years now and they're always big on data, long on vision. You can view the presentation below, along with real-time notes taken while Meeker spoke.
Mobile has been a big theme of her presentations over the past couple of years. Sure enough, mobile is a big part of this year's presentation. Although she says that mobile growth is still in "early innings" - perhaps continuing the Moneyball metaphor that her Kleiner Perkins colleague presented earlier today.
Mary Meeker, probably the banking world's single best-known person in technology, has joined venture capitalists Kleiner Perkins Caufield & Byers, backers of Google, Amazon, Zynga and many clean-tech companies in recent years.
Meeker analyzes technology trends and gives research-dense, high energy presentations at conferences like O'Reilly and TechWeb's Web 2.0 Summit. Last year she discussed research finding that use of the mobile web will surpass use of desktop browsers, globally, within 5 years. How prominent is Meeker? Sarah Lacy, who has covered the Silicon Valley VC market for years, puts it this way at TechCrunch this morning: "As an analyst, Mary Meeker was as famous in the dot com glory days as [Kleiner's John] Doerr was as a VC, so it's appropriate and seemingly a long time coming that the two would wind up as partners."
At the CM Summit today, Mary Meeker from Morgan Stanley did another one of her trademark quickfire, but densely packed, presentations on Internet Trends. There were several new themes in her June update, including that there has been an "unusually high level of innovation" recently from big Web companies. She mentioned Apple, Google, Facebook and others. She also spent a fair amount of time on the impact of Apple's iPhone and iPad products on the Internet ecosystem over the past couple of years, which she termed "Apple's epic reinvention." You can find Meeker's slideshow on the Morgan Stanley website. Here are some highlights:
What a better way to welcome our newest writer at ReadWriteStart than to have the fortune of showcasing her work in the ReadWriteStart Weekly Wrapup? Turns out that Audrey Watters was responsible for writing all of this week's top posts - quite a way to get things started! This week we discus the future of mobile trends, advice for and by entrepreneurs, elevator pitches, data visualization and the check-in wars!
Internet analyst Mary Meeker from Morgan Stanley presented a report on Internet trends at Events@Google yesterday. Echoing those trends identified in her 2009 presentation, the report focuses on the rapid and continued growth of the mobile internet and social networking. Claiming that the world has entered the fifth major technology cycle, Meeker predicts that this cycle will be marked by the adoption of mobile Internet technologies, as the trends of "3G + Social Networking + Video + VoIP + Impressive Mobile Devices" converge. Meeker predicts the mobile Internet will be bigger than desktop in five years, noting that by comparing iPhone and iPod touch versus AOL and Netscape users, that mobile Internet is ramping up at a rate far faster than desktop did. Furthermore, she argues that 3G coverage has reached a global inflection point, meaning it is available to at least 20% of the world's cellphone users.
Morgan Stanley has released a couple of bulky documents about the mobile Internet: 'The Mobile Internet Report,' a 424-page report which explores eight major themes; and 'The Mobile Internet Report Key Themes,' a 659-slide presentation that drills down on thoughts covered in the report. We've embedded both documents below.
Perhaps the most remarkable statement in the report is that the Mobile Internet market will be "at least 2x size of Desktop Internet," which Morgan Stanley bases on analysis comparing Internet users with mobile subscribers.
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