Thursday, 6 November 2008

Mary Meeker Presentation

Here is the latest offering from Mary Meeker of Morgan Stanley. Thought provoking as always.

Mary Meeker Web 2.0 Presentation
View SlideShare presentation or Upload your own. (tags: meeker tech)

My main takeaways:

- mobile web really set for mass market adoption (crossing the chasm) from 2010
- this should coincide with recovering advertising spend and technology spend
- Amazon and Google are well placed
- Microsoft and Yahoo! are not
- online ad inventory in over supply; she does not mention mobile but this is the case in mobile too.

Lots to ponder.

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