As the preeminent woman who has analyzed internet companies for over 20 years, Mary Meeker has seen it all. In her lofty position as a top rated analyst at Morgan Stanley and head of the sector practice, she has analyzed the financials, strategy and everything else of both large and small internet and technology based companies. She was there at the beginning of the internet and knows more than most about what makes these companies work and not work. Mary moved last year to Silicon Valley to join Kleiner Perkins, but she still delivers her famous yearly talk on what’s going down with internet companies. No one knows internet trends and makes predictions like Mary Meeker. Her talk delivered last week at the Web 2.0 Summit in San Francisco revealed some surprising observations and predictions. You can view her slides or watch her presentation by clicking on the links.
What are some of Mary Meeker’s insights this year? She quoted Alex Ljung the Founder and CEO of Sound Cloud as saying, “Sound is going to be bigger than video. ‘Record’ is the new QWERTY.” Next year we’ll see speaking is more important than typing. A noteworthy statistic is that more of the world has access to cellular signals than electricity. After listening to Mary’s often-quoted presentation, you will see the profound way in which our behavior and the world are headed.