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Mary Meeker’s Internet trends – it’s all about mobile, time to fill your boots

By on June 30, 2010
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Mary Meeker has made a career out of peddling new media hyperbole.

During the dot com boom, Mary Meeker was the Morgan Stanley analyst who got a reputation as the ultimate Internet cheerleader. She was endlessly optimistic (to be fair, so were a lot of Internet analysts, and since I was at Deutsche Bank as an equity research analyst cheerleading for quoted stocks like Freeserve, maybe I shouldn’t throw stones.)

I’ll leave that to Broadstuff which describes Mary Meeker as “the very model of the carefully considered forecaster, a paragon of predictive parsimony, a doyenne of discriminating, dispassionate data-driven delivery, an angel of ambivalent analysis”. </irony>

The key point, however, is that Ms Meeker expects the mobile opportunity to eclipse the Internet opportunity. This is clearly a major change, and will have enormous opportunity for many startups.

However, I believe that we have to get past the current App mentality into an era of open mobile Internet standards before the true opportunity emerges.

The slides are embedded below.

About Nicholas Lovell

Nicholas is the founder of Gamesbrief, a blog dedicated to the business of games. It aims to be informative, authoritative and above all helpful to developers grappling with business strategy. He is the author of a growing list of books about making money in the games industry and other digital media, including How to Publish a Game and Design Rules for Free-to-Play Games, and Penguin-published title The Curve: thecurveonline.com