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Morgan Stanley internet trends ri_041210

by Senior service professional at Serve4impact on Apr 13, 2010

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Mathew Ingram at GigaOm recently reminded everyone about Morgan Stanley analyst Mary Meeker's thesis that mobile is the next major wave of computing innovation. ...

Mathew Ingram at GigaOm recently reminded everyone about Morgan Stanley analyst Mary Meeker's thesis that mobile is the next major wave of computing innovation.

Happily, each wave has been vastly larger than the one the came before it, so there's good stuff in store.

Mary spoke in detail about the mobile explosion at Web 2.0 last year.

Her entire presentation is embedded below (courtesy of Morgan Stanley). The section on Mobile starts on page 28. We have also put together the key Mobile highlights with our commentary below.

The bottom line? Apple, Google, and Facebook win.

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  • mariasipka Linqia at Linqia Great presentation! I love slide 17 which poinpoints trending cycles to last 10 years. What could possibly come after mobile? 3 years ago
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  • JNFerree Neil Ferree at Neil Ferree excellent content, excellent stats, decent crystal ball predictions 3 years ago
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