Hard to not be skeptical about something so positive from someone who played a key part in creating the first tech bubble.
What key role did Meeker play in creating the first tech bubble?
Mary Meeker’s eye-popping annual Internet Trends report hits the web
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Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#12The biggest take-away for me is that we are changing the way we do... pretty much everything. Two things I noticed: 1. There is a big shift towards convenience and broader participation. 2. An increasing proportion of our activities are conducted through smart phones and tablets instead of going somewhere or using a device specifically designed for a given purpose. Many activities are becoming "just another app" and…
> At the current rate, in 2025...
If something can't go on forever, it won't. The US will solve the budget problem at the very last second before financial self-destruction, but not one minute earlier.
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#13I found the following interesting: Lessons from Developed Mobile Markets like Japan ... Mobile Monetization Levels in USA Could Surpass Desktop Within 1-3 Years The "Monetization Levels" are the advertising revenue. The report states that desktop internet advertising revenue grew from $55 million (estimated) in 1995 to $73 billion in 2011 (estimated). (And advertising revenue per user went from $9 to $49 in the same…
maybe.
if mobile ads means using geo, then the ads revenues might be better. Think "check out this new bar near you" or "here is a deal a block away". There is a lot of money chasing foot traffic in urban areas.
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#14Hard to not be skeptical about something so positive from someone who played a key part in creating the first tech bubble.
What key role did Meeker play in creating the first tech bubble?
She was one of the biggest proponents (maybe the originator?) of the 'eyeballs' valuations of internet companies.
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#15Earlier quoted context omitted.
The "cautionary" message appears to be more political than anything else. The extrapolated line for "entitlements and interest" is almost identical to that of Paul Ryan's budget and groups things like Social Security-- which those receiving it PAID for-- as "entitlements".
While I agree that it's hard to have a real discussion about SS or Medicare without people sensationalizing one side or the other, the math is very real and the consequences are already here. SS is bleeding out right now with a negative annual run, and will get worse every year for at least the next 20 years. There is no SS trust that we can tap into. It's all going to come from Fed monetization. By the time this dec…
The Social Security trust fund is $2.7 Trillion http://www.ssa.gov/oact/progdata/assets.html
Changes to the program-- much smaller than the 1983 reform-- can insure solvency for a long, long time to come.
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#16Hard to not be skeptical about something so positive from someone who played a key part in creating the first tech bubble.
What key role did Meeker play in creating the first tech bubble?
this may give you some data points: http://fdlaction.firedoglake.com/2011/03/16/dot-com-conflict...
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#17I'm confused.
Having trouble reconciling:
Slide 17: 26% of media consumption time is with Internet vs. 10% with Mobile (source: IAB)
and separate stats from Flurry: 72 mins/day w Web Browsing vs. 94 mins/day w Mobile Apps (source: http://blog.flurry.com/bid/80241/Mobile-App-Usage-Further-Do...)
Has mobile not overtaken desktop Web yet?
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#18Hard to not be skeptical about something so positive from someone who played a key part in creating the first tech bubble.
What key role did Meeker play in creating the first tech bubble?
Google page 179 "Hedgehogging" by Barton Biggs.
There's one whole chapter in that book that's an indictment of Meeker, Blodget, Quattrone, Glassman ( the Dow 36000 guy ) and the rest of the folks who supplied the oxygen for the previous bubble. And now Meeker's back...so that should signal something.
The key incident was the conference were Biggs was asked "Is the internet revolutionary ?".Biggs said "No". A collective boo from the audience. "Ok so what is revolutionary ?". Biggs thought for a while and said "The Air Conditioner. Without an AC, the entire south of the USA like the Carolinas, Florida & parts of Texas would remain unpopulated" Biggs was laughed at. A month later the Dow plunged 2000 points over a 2 month period. Fun times ;)
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#19pretty awesome slide show
Re: Mary Meeker’s eye-popping annual Internet Trends report hits the web
#20The biggest take-away for me is that we are changing the way we do... pretty much everything. Two things I noticed: 1. There is a big shift towards convenience and broader participation. 2. An increasing proportion of our activities are conducted through smart phones and tablets instead of going somewhere or using a device specifically designed for a given purpose. Many activities are becoming "just another app" and…
The "cautionary" message appears to be more political than anything else. The extrapolated line for "entitlements and interest" is almost identical to that of Paul Ryan's budget and groups things like Social Security-- which those receiving it PAID for-- as "entitlements".
"those receiving it paid for"? I don't think you understand how Social Security works. Look up "Ponzi scheme" for more information.