This year Mary Meeker presented her always interesting annual review at the Code conference, a “who's who” and “who matters (today)” in California.
The slide desk can be downloaded or just viewed at Slideshare. I have not found the video of the presentation anywhere yet, but I will link to it if I do. Meeker's presentation included a 20-year Internet retrospective since 1995 is often marked as its public origin with Netscape's IPO.
Since then, 39% of the world uses the Internet, and 73% of the population has cell phones of some sort. The top 15 global Internet companies had a market capitalization of $16.7 billion and that has now grown to $2.4 trillion. In the last five years, average time spent looking at screens in the US has gone from 7.6 hours per day to 9.9 hours, and that 2.3 hour increase is all mobile and then some. A summary of her presentation can be found at the re/Code site and a brief but good summary of the on-demand nature of the economy from the presentation can be read as well.
TechCrunch, realizing that Meeker sometimes needs a summary, has done so at their site. My picks are slide 7 (shows the evolution of technology in terms of how much control the content user now has), slide 8 (how the consumer has accepted the Internet far more than other aspects of the economy and society), slide 14 (time spent per day with digital media has doubled since 2008), slide 15 (mobile advertising has lots of room to grow). Slides 30 to 44 show some of the new applications making their way in the market. This section is always helpful in identifying new tech to talk about with clients. It's hard for me to pick which slides are best from Ms. Meeker. Every year I spend hours going through the presentation and searching for the background on each of her points. It's always a rewarding exercise.
Just to keep your head spinning, watching the latest Socialnomics video can give you a few minutes of data tsunami (set to music) when you're done with Mary Meeker's 197 slides.
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