Mobile business and online advertising enthusiasts have welcomed this latest deck from Mary Meeker, perhaps the most famous Wall Street Internet analyst to date (see the Wikipedia bio). I noticed it on the blog of London-based mobile agency Addictive (their weekly Mobile Fix is also worth reading).
The presentation has been given at a major industry event in New York just a couple of days ago. I read somewhere that Meeker has been often credited with an outstanding capability to capture big trends early on. So, her takes on the “unprecedented early stage growth” of the mobile Internet are of particular interest for all of those concerned with mobile things.
Meeker co-authored a seminal report on then emergent Internet industry more than 10 years ago — “The Internet report”. There is a digital version available from the Morgan Stanley web site but it comes also in book form from Amazon. The picture below is from KPCB site.
Interesting, critical reflections about how it should not be taken for granted that the openness typical of the Internet (or most of it) is going to dominate its mobile extension: “I don’t think there is anything wrong with mobile or with some of the great new mobile applications and devices, but we have to be careful to remember that most mobile networks that actually work are built on infrastructure that is operated by a small number of mobile operators who use a lot of regulated and closed technology”. The post includes some references to the Japanese environment, but most of the reasoning applies to a global level. I guess that worries about excess of regulation, risk aversion and insufficient competition are just even more serious for Europe (although we all know that there are huge differences among say highly dynamic, tech-savvy Nordic countries and, say, Italy).
Digital, technology, UX, design research. Reviews. Some Philosophy here and there.