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Mary Meeker Delivers the Hard Facts in Your Face

Last week I got hold of this presentation held by Mary Meeker, Managing Director Morgan Stanley at the Web 2.0 Summit San Francisco. It’s one of the more important time stamps I’ve seen the last couple of years. This one was created two days before Apple reported on their second quarter – beating the rest of the competitors with a 28 % better revenue.

It’s clear things are moving faster than ever. According to this presentation iPhone and iTouch is the “Fastest Hardware Usage Growth in History” (slide 38)

On slide 2 Mary outline important Internet trends. Ouf ot eight bullets three leave me (and they should leave you too) with somewhat of a nervous laughter.

1. Mobile usage is and will be bigger than most think.
3. Next generation platforms (social networking + mobile) driving unprecendeted change in communications and commerce
8. Mobile-related share shifts will create / destroy material shareholder wealth.

Conclusion: If you’re working at Nokia, SonyEricsson or another big as dinosaur – you’ve better start doing something creative to get away from that Meteor!
MS Economy Internet Trends 102009 FINAL

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