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.
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Almost a billion 3G subscribers now, just 17% of total mobile subscribers. So, still a long way to go, said Meeker. The number of smartphone users is still far below the number of feature phone users.
iPad growth has been staggering, compared to iPhone. Also, Android phones are outpacing iPhones – but of course that’s because there are many more Android manufacturers. Still, those facts elicited ohhhs and ahhhs from the Web 2.0 Summit crowd.
One very interesting slide was the one below, which states that 55% of Twitter’s traffic comes from mobile devices. For Facebook, it’s 33%. I’m rather surprised Facebook is so high, given that it has been relatively slow to optimize its mobile presence. Now of course, it has an iPad app and an HTML5 mobile site – but those were only released this month.
Some interesting thoughts on Steve Jobs. “Steve’s design aesthetic was second to none,” remarked Meeker. Her slides stated:
Before Steve Jobs…
computers were utilitarian tools for computation.
computers became beautiful objects we could use in thousands of ways to aim to make life better.
“Mobile commerce has absolutely lifted off,” said Meeker. In particular, she noted how the magazine has come alive thanks to the iPad. Also, local commerce has been transformed by mobile.
Smartphones and tablets outshipped PCs (notebooks and desktops) in Q4:10. Windows operating system fell to installation on less than 50% of Internet-enabled devices in Q2:10.
Meeker just cannot say enough (and she talks very quickly!) about the huge influence of mobile on the technology landscape. The statistics certainly back up her enthusiasm, too.
24% of world trade is cross-geography – so “the world is more connected than it’s ever been,” said Meeker.
Note that when Meeker delivered last year’s presentation, she worked for Wall St. firm Morgan Stanley. This is the first year she’s delivered the presentation as part of leading VC firm Kleiner Perkins Caufield & Byers. When Web 2.0 Summit co-host John Battelle questioned Meeker on why she left, Meeker said that she’d been at Morgan Stanley for 19 years and it was time to move on. She commented that it’s “fun to help” the startups that Kleiner Perkins has invested in.
Let us know what you think of Mary Meeker’s data-heavy trends, in particular her very bullish mobile outlook.