mary meeker's latest must-read presentation on the state of the web

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Mary Meeker's Latest Must-Read Presentation On The State OfThe WebJay Yarow | Dec. 3, 2012, 10:49 PM | 3,877,348 | 44

Kleiner Perkins partner Mary Meeker is doing a year-end

presentation on the state of the web at Stanford tonight.

We have the slides of her presentation

here.

As usual, it's a must read for anyone in the

industry, or anyone with an interest in

technology.

This update to Meeker's deck has new

data, and new slides covering digital

payments, education, and healthcare.

There is also a new section on big data.

Enjoy!

Recommend 2.9k ShareShare 2,714

Mary Meeker 2012 Internet Trends Year-End Update - Business Insider http://www.businessinsider.com/mary-meeker-2012-internet-trends-year...

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Blackboard Home »Edit This »Kleiner Perkins

SummaryKleiner Perkins Caufield & Byers (KPCB) is a venture capital

company in investments in incubation and early stage

companies. Over the years, it has invested in 475 companies,

including such major names as Amazon... More »

Edit This »Mary Meeker

SummaryMary Meeker is a a managing director for Morgan Stanley, as

the head of the firm's global technology research unit. She

started her career as a stock broker at Merrill Lynch in 1982,

and then continued as a technology analyst... More »

e-mail:Work Phone:

Jay Yarow is a Senior Editor at The Business Insider

Contact:[email protected]

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on Dec 4, 4:05 PM said:

That's a lot of data to digest... along with some synthesis to help it go down. Definitely worth a scan. Key

misses, imho:

* No word on connection speeds? I mean, I know mobile's hip and landline is tired but seriously? Just reading the first few articles about the

Google Fiber roll-out in Kansas City has me convinced that here again "more is different" - having >1 Gbps internet in your house is simply not

the same as having 5 Mbps internet, which after all (as it turned out...) was not the same as having 128 kbps internet.

* Similarly we see nothing about 4G roll-out in the US and internationally and what that means for mobile applications and line-cutters.

* MM points to TV as an "internet white space" to be "reimagined" and she is certainly correct, but this strikes me as an understatement-

of-the-year worthy sentiment. Blodget has been thinking carefully about this - http://www.businessinsider.com/cable-companies-future-2012-11

. Consumers spend a lot of money on their TV subscriptions and they *hate* the companies that provide it to them. A ripe to-be-disrupted

industry if ever there was one.

* Her concerns about US debt are of course nonsensical - our debts are all owed in our own currency, default (absent debt-limit hijinks) is

impossible, at worst you might worry about inflation but then you would have to first explain why some inflation now, when we are suffering the

most *deflationary* fiscal environment in a century, would be a bad thing instead of a good thing?

* If you are going to worry about the US economic system at large I would suggest worrying about "the 1% vs the 99%", i.e., the reasons why

all of the economic gains of the last 30 years have gone to those at the top of the pyramid (ob. Blodget, http://www.businessinsider.com

/profits-versus-wages), and what it means when the middle class - the same middle class that is supposed to purchase all the shiny new tech

goods and services that MM & KP fund new ventures to create - is going bankrupt from layoffs, medical expenses, and over-indebtedness.

* To her credit on this front, she points out the massive student debt overhang, which will need to be addressed before the current generation

of college grads can pull itself up into something like prosperity.

derekbfox

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on Dec 13, 12:59 PM said:

@Chris Oggerino: I did not mean to imply that the US is not currently experiencing inflation (for "most

deflationary" substitute "least inflationary"). The point here is that to the extent we have a problem with

derekbfox


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inflation right now it's not that it's too high (under 2.5%), but rather that we don't have enough of it. In particular, inflation is too low because

the vast quantity of private debt outstanding continues to hold back the economic recovery and keep millions of our fellow citizens

unemployed; greater inflation would ease the burden of those debts (and also the government's) and let us collectively get back to work

again.

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mary meeker's latest must-read presentation on the state of the web

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