Mary Meeker

  • Posted: 01 June 2012 12:12 PM #1

    I agree.  Thanks for posting!

         
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    Posted: 01 June 2012 03:31 PM #2

    Wow! I can’t believe Business Insider put the whole presentation on a single webpage. I look forward to reading the entire presentation later today. Thanks for posting that, Adam.

    AllThingsD only has highlights of her interview right now, but they should have the full interview posted in a week or two.

    I remember Meeker as being well ahead of the curve in “getting” what was happening with the iPhone & iPad.

         
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    Posted: 01 June 2012 04:11 PM #3

    You can also go to the primary source (http://www.kpcb.com/insights/internet-trends-2012) and download the PDF version. Easier to flip through the slides.

    I’ve been following Meeker’s reports yearly. Lots of information we already have, but collected together and presented in easily-digestable format. Every time after flipping through those slides, I’m reminded at the rapid changes we’re living through.

         
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    Posted: 02 June 2012 07:02 PM #4

    And we are still in the early innings of the mobile Internet.

    Signature

    One trillion or bust

         
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    Posted: 09 June 2012 09:48 AM #5

    Roman - 01 June 2012 07:11 PM

    You can also go to the primary source (http://www.kpcb.com/insights/internet-trends-2012) and download the PDF version. Easier to flip through the slides.

    I’ve been following Meeker’s reports yearly. Lots of information we already have, but collected together and presented in easily-digestable format. Every time after flipping through those slides, I’m reminded at the rapid changes we’re living through.

    Hi Roman. A click on the link leads to a page that says it does not exist. That’s a philosophical connundrum (how can anything say it doesn’t exist?) but no matter. I then back track on the web address, where I can find Meeker’s 2011 presentation, but not the 2012.

         
  • Posted: 09 June 2012 10:50 AM #6

    Mary Meeker was also a contributor to the Morgan Stanley Mobile Internet Report, published in December, 2009.

    As much as any report I have read, this massive piece of work helped keep me long when doubts crept over the past 3 years.

         
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    Posted: 09 June 2012 11:50 AM #7

    Prazan - 09 June 2012 12:48 PM

    Hi Roman. A click on the link leads to a page that says it does not exist.

    The link did work when it was first posted.

         
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    Posted: 09 June 2012 06:11 PM #8

    Drew Bear - 09 June 2012 02:50 PM
    Prazan - 09 June 2012 12:48 PM

    Hi Roman. A click on the link leads to a page that says it does not exist.

    The link did work when it was first posted.

    KPCB must have renamed their links. Try http://www.kpcb.com/insights/2012-internet-trends

         
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    Posted: 10 June 2012 03:22 PM #9

    Roman - 09 June 2012 09:11 PM
    Drew Bear - 09 June 2012 02:50 PM
    Prazan - 09 June 2012 12:48 PM

    Hi Roman. A click on the link leads to a page that says it does not exist.

    The link did work when it was first posted.

    KPCB must have renamed their links. Try http://www.kpcb.com/insights/2012-internet-trends

    That’s it! A very heady presentation, thanks.

         
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    Posted: 13 June 2012 03:37 PM #10

    All Things D posted Meeker’s presentation & interview:
    http://www.marketwatch.com/video#!BD122FB9-4429-40C5-960F-964842673ED9

    This caught my eye:

    ? p. 16: Mobile monetization 71% Apps, 29% Ads

    Meeker points out the discrepancy between time spent on mobile devices by users and the amount of ad dollars being spent for mobile ads. She estimates there’s a $20B opportunity there, but goes on to describe why that may take time to be realized. Jean-Louise Gass?e wrote a good article expanding on this. He is less optimistic.

    Mobile Advertising: The $20B Opportunity Mirage
    http://www.mondaynote.com/2012/06/10/mobile-advertising-the-20b-opportunity-mirage/

    Mossberg immediately zeroed in on the app vs ad monetization discrepancy. I don’t think Meeker really addressed his question and quickly went on to talk about the overall (both apps & ads) growth potential. When pressed, Meeker brought up Japan as an example of higher mobile ARPU. But it turns out that much of that is driven by games revenue. Apps, not ads.

    I don’t remember if she coined it, but last year’s presentation talked about SoLoMo (social, local, mobile). Apple now covers social with Twitter, Facebook and others. They’re gearing up on local with Maps & Passbook. Mobile is a very broad term, but there’s no doubt that iOS covers that very nicely.

    If anyone else watches the video, let me know if you get the sense that Meeker is most excited about Apple. She thinks highly of Google & Facebook as companies, but there’s more fire when she discusses anything Apple.