Former Morgan Stanley analyst Mary Meeker, now at Kleiner Perkins, just published her newest slideshow about the rise of mobile computing.
A few observations:
  • Slide 19: 60% of time spend on smartphones is new activity for mobile users. That’s an amazing stat. Just think about how hard it is to change behavior. Not in the mobile world: Apps, Social Networking and games make people change their daily behavior. Think Foursquare. Think Yelp. The question is: How long is that window of opportunity open? When will it close?
  • Slide 22+: Mobile Advertising -growing pains but huge promise. It’s a short-term promise. Once advertisers flood the market with mobile ads, users will be turned off and tune out very quickly. We need to focus on utility, not advertising.
  • Slide 35/36: Mobile Shopping changing behavior. Once again, we need to focus on this changing behavior. How we can add more utility to this behavior, make it more valuable? NOT disrupt it with ads.
  • Slide 42: “Gamification of apps is the ultimate way to engage a new generation of audiences.” YUP!
  • Slide 50: Google, AOL, eBay, Yahoo! and Amazon are shaking in their boots. Pretty convincing slide documenting the wealth creation, destruction cycle
  • Slide 54: Pretty poignant on this day, watching the events in Cairo: “Empowerment – impact of empowering billions of people around the world with real-time connected devices has just begun.”