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:
