In her presentation at the Web 2.0 Summit, Mary Meeker, Morgan Stanley's Managing Director, noted that we’re in a new computing cycle with the mobile web.
Here are her key points related to mobile Internet:
- Mobile internet will be bigger than most think. She thoght the mobile web will be 10 times as big as the more traditional desktop Internet, and that it would grow much faster. She also noted that the technologies around it are exploding: Wi-Fi, GPS, 3G, Bluetooth, etc. even during an economic ressesion. Location-based services are the “secret sauce” of what makes the mobile web interesting.
- Next generation platforms (Social Networking + Mobile) driving unprecedented change in Communications + Commerce
- 3G adoption/trends vary by geography. In her opinion, Asia Pacific market (exclude Japan) would reach its adoption inflection point in 2011 or 2012.
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