Home Mary Meeker talk

Mary Meeker talk

Lots of data points.

“Korea is goto place to figure out where the Internet is going”

Innovation coming out of China – 5,6,7 yrs time

we’re at “boom-let” stage now (after boom and bust)

market valuations of top 5 companies huge (google, yahoo, ebay, yahoo japan, amazon), compared to 2000.

entering 2 most profound cycles ever: PC Internet (broadband) –> Mobile Internet

3G won’t hit big until 2009

3.6-1 mobile phone to internet user ratio in Japan (0.8-1 in US). The point is “we’re [US] not leading in this space”]

87% Skype usage is outside North America

70% revenue from mobile comes from sms and mms. Content will be revenue earner on bb Internet. So when mobile and bb collide, it will be interesting to see how it plays out.

LOTS of data in this talk!

“essence of this presentation is how important communications is” and convergence of bb and mobile etc.

Mobile-PC becoming new client-server model?

SFO (search / find / obtain) as future role of Google/Yahoo?

Power of Google/Yahoo ecosystems –> “importance of these two players in the marketplace” [advertising]

Internet ad spend will increase (currently last among other media) as internet usage increases

low-priced content, make it easy to SFO, can make it up on volume. “wish that more media companies with great content would figure that out – and make our Internet experience better.”

first 10 years of Web (95-05) just the warm-up act for what will happen!

Update:here’s Mary’s presentation.

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