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November 25th, 2008


Mary Meeker to Investors: Mobile is #1 Opportunity

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Techcrunch reports on Mary Meeker’s assessment to Go Mobile or go home. Great statistics on mobile usage. Makes case that mobile internet will become more prevalent, smartphones are on the rise, lots of mobile global growth ahead, and significant add’l usage for mobile relative to PC usage.

I’m particularly struck at the short term bleaker picture for online advertising and see how a recurring revenue business model is superior to CPMs under pressure because of a supply glut vs. demand. Not that I’m biased!

My favorite two slides:

Download mobile_innovations.tiff

Download mobile_opera.tiff


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